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