Principal Financial (PFG) Equity Income (2009 - 2026)

Principal Financial (PFG) reported Equity Income of -$58.2 million for Q1 2026, down 57.3% year-over-year from -$136.3 million in Q1 2025, and down 377.14% quarter-over-quarter from $21.0 million in Q4 2025.

Principal Financial (PFG) Equity Income (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Equity Income data on file, last reported at -$58.2 million in Q1 2026.

  • Equity Income for Q1 2026 came in at -$58.2 million, down 57.3% year-over-year; the trailing twelve-month figure through Mar 2026 was $98.1 million (up 247.87% YoY), and the FY2025 annual result was $119.3 million, down 7.09% from the prior year.
  • Equity Income declined to -$58.2 million in Q1 2026 per PFG's latest filing, from $21.0 million in the prior quarter.
  • Over five years, Equity Income peaked at $75.4 million in Q2 2025 and troughed at -$105.2 million in Q1 2022.
  • A 5-year average of $4.8 million and a median of $15.6 million in 2022 frame the typical range for Equity Income.
  • The sharpest annual moves came in 2022 and 2025: Equity Income slumped 749.38% in 2022, then soared 854.43% in 2025.
  • A 5-year view of Equity Income shows it stood at $15.6 million in 2022, then soared by 103.21% to $31.7 million in 2023, then slumped by 54.26% to $14.5 million in 2024, then surged by 44.83% to $21.0 million in 2025, then tumbled by 377.14% to -$58.2 million in 2026.
  • Business Quant data shows PFG's Equity Income at -$58.2 million in Q1 2026, $21.0 million in Q4 2025, and $59.9 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Income (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn -58.20 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 -58.20 Mn
Dec 31, 2025 21.00 Mn
Sep 30, 2025 59.90 Mn
Jun 30, 2025 75.40 Mn
Mar 31, 2025 -37.00 Mn
Dec 31, 2024 14.50 Mn
Sep 30, 2024 42.80 Mn
Jun 30, 2024 7.90 Mn
Mar 31, 2024 63.20 Mn
Dec 31, 2023 31.70 Mn
Sep 30, 2023 29.60 Mn
Jun 30, 2023 18.30 Mn
Mar 31, 2023 -15.60 Mn
Dec 31, 2022 15.60 Mn
Sep 30, 2022 -37.10 Mn
Jun 30, 2022 -45.20 Mn
Mar 31, 2022 -105.20 Mn
Dec 31, 2021 14.50 Mn
Sep 30, 2021 31.20 Mn
Jun 30, 2021 38.10 Mn