Principal Financial (PFG) Gains from Investment Securities (2009 - 2026)

Principal Financial (PFG) reported Gains from Investment Securities of $102.9 million for Q1 2026, down 48.0% year-over-year from $197.9 million in Q1 2025, and up 119.83% quarter-over-quarter from -$519.0 million in Q4 2025.

Principal Financial (PFG) Gains from Investment Securities (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Gains from Investment Securities data on file, last reported at $102.9 million in Q1 2026.

  • Gains from Investment Securities for Q1 2026 came in at $102.9 million, down 48.0% year-over-year; the trailing twelve-month figure through Mar 2026 was -$36.4 million (up 40.33% YoY), and the FY2025 annual result was $1.9 million, up 72.73% from the prior year.
  • Gains from Investment Securities improved to $102.9 million in Q1 2026 per PFG's latest filing, from -$519.0 million in the prior quarter.
  • Over five years, Gains from Investment Securities peaked at $311.2 million in Q1 2023 and troughed at -$523.7 million in Q4 2024.
  • A 5-year average of $14.3 million and a median of $58.2 million in 2022 frame the typical range for Gains from Investment Securities.
  • On a YoY basis, Gains from Investment Securities climbed as much as 860.54% in 2023 and fell as far as 998.45% in 2023.
  • A 5-year view of Gains from Investment Securities shows it stood at $58.2 million in 2022, then sank by 998.45% to -$522.9 million in 2023, then slipped by 0.15% to -$523.7 million in 2024, then gained by 0.9% to -$519.0 million in 2025, then jumped by 119.83% to $102.9 million in 2026.
  • Business Quant data shows PFG's Gains from Investment Securities at $102.9 million in Q1 2026, -$519.0 million in Q4 2025, and $247.8 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (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

Historic Data

Download Data
DateValue
Mar 31, 2026 102.90 Mn
Mar 31, 2026 102.90 Mn
Dec 31, 2025 -519.00 Mn
Dec 31, 2025 -519.00 Mn
Sep 30, 2025 247.80 Mn
Sep 30, 2025 247.80 Mn
Jun 30, 2025 131.90 Mn
Jun 30, 2025 131.90 Mn
Mar 31, 2025 197.90 Mn
Mar 31, 2025 197.90 Mn
Dec 31, 2024 -523.70 Mn
Dec 31, 2024 -523.70 Mn
Sep 30, 2024 37.80 Mn
Sep 30, 2024 37.80 Mn
Jun 30, 2024 227.00 Mn
Jun 30, 2024 227.00 Mn
Mar 31, 2024 248.00 Mn
Mar 31, 2024 248.00 Mn
Dec 31, 2023 -522.90 Mn
Dec 31, 2023 -522.90 Mn