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% on a QoQ basis from -$519.0 million in Q4 2025.
Principal Financial (PFG) has 18 years of Gains from Investment Securities data on file, last reported at $102.9 million in Q1 2026.
- Quarterly Gains from Investment Securities fell 48.0% year-over-year to $102.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$36.4 million (up 40.33% YoY) and the FY2025 annual result came in at $1.9 million, up 72.73% from the prior year.
- Gains from Investment Securities rose to $102.9 million in Q1 2026 per PFG's latest filing, from -$519.0 million in the prior quarter.
- Across five years, Gains from Investment Securities topped out at $311.2 million in Q1 2023 and bottomed at -$523.7 million in Q4 2024.
- The 5-year median for Gains from Investment Securities is $58.2 million (2022), against an average of $14.3 million.
- Peak annual rise in Gains from Investment Securities reached 860.54% in 2023, while the deepest fall reached 998.45% in 2023.
- Tracing PFG's Gains from Investment Securities over 5 years: stood at $58.2 million in 2022, then tumbled by 998.45% to -$522.9 million in 2023, then retreated by 0.15% to -$523.7 million in 2024, then increased by 0.9% to -$519.0 million in 2025, then surged by 119.83% to $102.9 million in 2026.
- Per Business Quant, the three latest PFG Gains from Investment Securities figures stand at $102.9 million (Q1 2026), -$519.0 million (Q4 2025), and $247.8 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - |
| 10 | Principal Financial | 22.35 Bn | 18.84 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 |
| Sep 30, 2023 | 214.20 Mn |
| Sep 30, 2023 | 214.20 Mn |
| Jun 30, 2023 | 48.90 Mn |
| Jun 30, 2023 | 48.90 Mn |
| Mar 31, 2023 | 311.20 Mn |
| Mar 31, 2023 | 311.20 Mn |
| Dec 31, 2022 | 58.20 Mn |
| Dec 31, 2022 | 58.20 Mn |
| Sep 30, 2022 | 22.30 Mn |
| Sep 30, 2022 | 22.30 Mn |
| Jun 30, 2022 | -78.90 Mn |
| Jun 30, 2022 | -78.90 Mn |
| Mar 31, 2022 | 39.90 Mn |
| Mar 31, 2022 | 39.90 Mn |
| Dec 31, 2021 | 149.90 Mn |
| Dec 31, 2021 | 149.90 Mn |
| Sep 30, 2021 | -50.90 Mn |
| Sep 30, 2021 | -50.90 Mn |
| Jun 30, 2021 | -20.50 Mn |
| Jun 30, 2021 | -20.50 Mn |
| Mar 31, 2021 | 31.40 Mn |
| Mar 31, 2021 | 31.40 Mn |
| Dec 31, 2020 | 294.60 Mn |
| Dec 31, 2020 | 294.60 Mn |
| Sep 30, 2020 | -171.50 Mn |
| Sep 30, 2020 | -171.50 Mn |
| Jun 30, 2020 | 25.30 Mn |
| Jun 30, 2020 | 25.30 Mn |
| Mar 31, 2020 | -14.20 Mn |
| Mar 31, 2020 | -14.20 Mn |
| Dec 31, 2019 | -332.00 Mn |
| Dec 31, 2019 | -332.00 Mn |
| Sep 30, 2019 | 3.00 Mn |
| Sep 30, 2019 | 3.00 Mn |
| Jun 30, 2019 | 6.20 Mn |
| Jun 30, 2019 | 6.20 Mn |
| Mar 31, 2019 | 6.80 Mn |
| Mar 31, 2019 | 6.80 Mn |
| Dec 31, 2018 | -134.10 Mn |
| Dec 31, 2018 | -134.10 Mn |
| Jun 30, 2018 | 700,000.00 |
| Jun 30, 2018 | 700,000.00 |
| Mar 31, 2018 | 34.70 Mn |
| Mar 31, 2018 | 34.70 Mn |
| Dec 31, 2017 | 116.70 Mn |
| Dec 31, 2017 | 116.70 Mn |
| Sep 30, 2017 | 690.90 Mn |
| Sep 30, 2017 | 690.90 Mn |
| Mar 31, 2017 | 86.50 Mn |
| Mar 31, 2017 | 86.50 Mn |
| Dec 31, 2016 | 236.60 Mn |
| Dec 31, 2016 | 236.60 Mn |
| Sep 30, 2016 | 1.30 Mn |
| Sep 30, 2016 | 1.30 Mn |
| Jun 30, 2016 | -27.90 Mn |
| Jun 30, 2016 | -27.90 Mn |
| Mar 31, 2016 | 45.90 Mn |
| Mar 31, 2016 | 45.90 Mn |
| Dec 31, 2015 | 294.00 Mn |
| Dec 31, 2015 | 294.00 Mn |
| Sep 30, 2015 | 900,000.00 |
| Sep 30, 2015 | 900,000.00 |
| Jun 30, 2015 | -27.00 Mn |
| Jun 30, 2015 | -27.00 Mn |
| Mar 31, 2015 | 800,000.00 |
| Mar 31, 2015 | 800,000.00 |
| Dec 31, 2014 | -298.80 Mn |
| Dec 31, 2014 | -298.80 Mn |
| Jun 30, 2014 | 13.10 Mn |
| Jun 30, 2014 | 13.10 Mn |
| Mar 31, 2014 | -69.20 Mn |
| Mar 31, 2014 | -69.20 Mn |
| Dec 31, 2013 | -400.60 Mn |
| Dec 31, 2013 | -400.60 Mn |
| Sep 30, 2013 | 300,000.00 |
| Sep 30, 2013 | 300,000.00 |
| Jun 30, 2013 | 1.30 Mn |
| Jun 30, 2013 | 1.30 Mn |
| Mar 31, 2013 | 300,000.00 |
| Mar 31, 2013 | 300,000.00 |
| Dec 31, 2012 | 39.80 Mn |
| Dec 31, 2012 | 39.80 Mn |
| Sep 30, 2012 | 8.60 Mn |
| Sep 30, 2012 | 8.60 Mn |
| Jun 30, 2012 | 1.10 Mn |
| Jun 30, 2012 | 1.10 Mn |
| Mar 31, 2012 | 400,000.00 |
| Mar 31, 2012 | 400,000.00 |
| Dec 31, 2011 | 578.40 Mn |
| Dec 31, 2011 | 578.40 Mn |
| Sep 30, 2011 | 10.50 Mn |
| Sep 30, 2011 | 10.50 Mn |
| Jun 30, 2011 | 300,000.00 |
| Jun 30, 2011 | 300,000.00 |
| Mar 31, 2011 | 800,000.00 |
| Mar 31, 2011 | 800,000.00 |
| Dec 31, 2010 | -181.50 Mn |
| Dec 31, 2010 | -181.50 Mn |
| Sep 30, 2010 | 1.20 Mn |
| Sep 30, 2010 | 1.20 Mn |
| Jun 30, 2010 | 400,000.00 |
| Jun 30, 2010 | 400,000.00 |
| Mar 31, 2010 | -12.30 Mn |
| Mar 31, 2010 | -12.30 Mn |
| Dec 31, 2009 | -9.00 Mn |
| Dec 31, 2009 | -9.00 Mn |
| Sep 30, 2009 | -10.00 Mn |
| Sep 30, 2009 | -10.00 Mn |
| Jun 30, 2009 | -460.00 Mn |
| Jun 30, 2009 | -460.00 Mn |
| Mar 31, 2009 | 510.60 Mn |
| Mar 31, 2009 | 510.60 Mn |