Principal Financial PFG
NASDAQ PFG
$114.02 -1.02 (-0.89%)
As of: Sep 9, 2026 · 3:59 PM EDT

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

Historic Data

Download Data
DateValue
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