Principal Financial (PFG) Equity Income (2009 - 2021)
Principal Financial's (PFG) quarterly Equity Income came in at -$1.2 billion in Q1 2021, down 75.78% year-over-year from -$4.8 billion in Q1 2020, and down 131.7% quarter-over-quarter from $3.6 billion in Q4 2020.
Analysis
Principal Financial (PFG) Equity Income (2009 - 2021) Analysis & Trends
Principal Financial (PFG) has reported Equity Income for 13 consecutive years, with -$1.2 billion the latest figure, recorded in Q1 2021.
- On a quarterly basis, Equity Income fell 75.78% year-over-year to -$1.2 billion in Q1 2021; TTM through Mar 2021 was $1.0 billion, a 43.28% decrease from a year earlier, with the FY2024 full-year figure at $1.7 billion, up 120.72% from the prior year.
- Equity Income was -$1.2 billion for Q1 2021 at Principal Financial, down from $3.6 billion in the prior quarter.
- Over five years, Equity Income peaked at $4.0 billion in Q4 2019 and troughed at -$4.5 billion in Q3 2020.
- A 5-year average of -$397.8 million and a median of -$864.0 million in 2019 frame the typical range for Equity Income.
- Across the five-year window, Equity Income jumped 850.59% in 2019 and sank 599.74% in 2020, its largest moves.
- Over 5 years, Equity Income stood at -$2.2 billion in 2017, then surged by 76.01% to -$531.3 million in 2018, then jumped by 850.59% to $4.0 billion in 2019, then retreated by 8.84% to $3.6 billion in 2020, then sank by 131.7% to -$1.2 billion in 2021.
- The last three Equity Income figures came in at -$1.2 billion (Q1 2021), $3.6 billion (Q4 2020), and -$4.5 billion (Q3 2020), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Income (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - | - |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn | - |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - | - |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn | 35.10 Mn |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - | 124.90 Mn |
| 10 | Voya Financial | 9.43 Bn | 8.80 Bn | 1.34 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2021 | -1.15 Bn |
| Dec 31, 2020 | 3.64 Bn |
| Sep 30, 2020 | -4.53 Bn |
| Jun 30, 2020 | 3.08 Bn |
| Mar 31, 2020 | -655.70 Mn |
| Dec 31, 2019 | 3.99 Bn |
| Sep 30, 2019 | -647.80 Mn |
| Jun 30, 2019 | -864.00 Mn |
| Mar 31, 2019 | -946.90 Mn |
| Dec 31, 2018 | -531.30 Mn |
| Sep 30, 2018 | -990.60 Mn |
| Jun 30, 2018 | -951.50 Mn |
| Mar 31, 2018 | -869.40 Mn |
| Dec 31, 2017 | -2.21 Bn |
| Sep 30, 2017 | -1.68 Bn |
| Jun 30, 2017 | -677.90 Mn |
| Mar 31, 2017 | -757.20 Mn |
| Dec 31, 2016 | -773.10 Mn |
| Sep 30, 2016 | -676.60 Mn |
| Jun 30, 2016 | -704.50 Mn |