Principal Financial (PFG) Interest & Investment Income (2009 - 2026)
Principal Financial's Interest & Investment Income was $1.16 billion in Q3 2026, down 3.3% from $1.2 billion a year earlier and down 10.8% from the prior quarter.
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Analysis
Principal Financial (PFG) Interest & Investment Income (2009 - 2026) Analysis & Trends
On a trailing twelve-month basis, Principal Financial's Interest & Investment Income was $4.86 billion through Sep 30, 2026, up 4.5% year-over-year; for FY2025, it came in at $4.73 billion, up 6.3% from FY2024.
- Interest & Investment Income has now increased for three consecutive years, with a five-year compound annual growth rate of 4.0% (FY2020 to FY2025).
- In earlier years, Interest & Investment Income was $4.45 billion in FY2024 (+8.7%), $4.09 billion in FY2023 (+6.6%), $3.84 billion in FY2022 (-13.3%) and $4.43 billion in FY2021 (+13.9%).
- The Q3 2026 figure marks the lowest quarterly Interest & Investment Income since Q4 2024.
- Compared with a year earlier, Interest & Investment Income was higher in six of the last eight quarters, with growth averaging 4.6%.
- The best year-over-year quarter for Interest & Investment Income over five years was Q4 2021 (growth of 20.9%); the worst was Q4 2022 (a decline of 22.3%).
- Per Business Quant data, PFG's Interest & Investment Income in the three quarters before Q3 2026 was $1.3 billion (Q2 2026), $1.2 billion (Q1 2026) and $1.2 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 97.00 Mn |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | -149.76 Mn |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | - |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | 125.94 Mn |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | 2.07 Bn |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | - |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | 5.51 Bn |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | - |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | 132.48 Mn |
| 10 | Principal Financial | 24.68 Bn | 2.16 Bn | 2.30 Bn | 1.16 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 1.16 Bn |
| Jun 30, 2026 | 1.30 Bn |
| Mar 31, 2026 | 1.20 Bn |
| Dec 31, 2025 | 1.20 Bn |
| Sep 30, 2025 | 1.20 Bn |
| Jun 30, 2025 | 1.16 Bn |
| Mar 31, 2025 | 1.17 Bn |
| Dec 31, 2024 | 1.12 Bn |
| Sep 30, 2024 | 1.17 Bn |
| Jun 30, 2024 | 1.09 Bn |
| Mar 31, 2024 | 1.07 Bn |
| Dec 31, 2023 | 1.13 Bn |
| Sep 30, 2023 | 989.20 Mn |
| Jun 30, 2023 | 988.10 Mn |
| Mar 31, 2023 | 986.70 Mn |
| Dec 31, 2022 | 981.40 Mn |
| Sep 30, 2022 | 911.70 Mn |
| Jun 30, 2022 | 819.90 Mn |
| Mar 31, 2022 | 1.13 Bn |
| Dec 31, 2021 | 1.26 Bn |
API Access
Principal Financial Interest & Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "PFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();