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| Date | Value |
|---|---|
| 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 |