Principal Financial (PFG) Non Operating Investment Income (2009 - 2026)
Principal Financial (PFG) reported Non Operating Investment Income of -$122.1 million for Q1 2026, down 4.27% year-over-year from -$127.5 million in Q1 2025, and down 327.37% quarter-over-quarter from $53.7 million in Q4 2025.
Principal Financial (PFG) Non Operating Investment Income (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of Non Operating Investment Income data on file, last reported at -$122.1 million in Q1 2026.
- Non Operating Investment Income for Q1 2026 came in at -$122.1 million, down 4.27% year-over-year; the trailing twelve-month figure through Mar 2026 was $22.7 million (up 115.82% YoY), and the FY2025 annual result was $27.7 million, up 201.47% from the prior year.
- Non Operating Investment Income slipped to -$122.1 million in Q1 2026 per PFG's latest filing, from $53.7 million in the prior quarter.
- Over five years, Non Operating Investment Income peaked at $179.3 million in Q3 2023 and troughed at -$189.4 million in Q2 2022.
- A 5-year average of -$22.1 million and a median of -$27.4 million in 2022 frame the typical range for Non Operating Investment Income.
- The sharpest annual moves came in 2023 and 2025: Non Operating Investment Income soared 754.38% in 2023, then slumped 12911.11% in 2025.
- A 5-year view of Non Operating Investment Income shows it stood at $171.3 million in 2022, then tumbled by 165.79% to -$112.7 million in 2023, then climbed by 21.38% to -$88.6 million in 2024, then soared by 160.61% to $53.7 million in 2025, then tumbled by 327.37% to -$122.1 million in 2026.
- Business Quant data shows PFG's Non Operating Investment Income at -$122.1 million in Q1 2026, $53.7 million in Q4 2025, and $85.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 72.00 Mn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 1.14 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | -652.70 Mn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | -15.00 Mn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 1.00 Mn |
| 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 | - | -9.78 Mn |
| 10 | Principal Financial | 23.79 Bn | 20.28 Bn | -463.00 Mn | -122.10 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -122.10 Mn |
| Mar 31, 2026 | -122.10 Mn |
| Dec 31, 2025 | 53.70 Mn |
| Dec 31, 2025 | 53.70 Mn |
| Sep 30, 2025 | 85.70 Mn |
| Sep 30, 2025 | 85.70 Mn |
| Jun 30, 2025 | 5.40 Mn |
| Jun 30, 2025 | 5.40 Mn |
| Mar 31, 2025 | -117.10 Mn |
| Mar 31, 2025 | -117.10 Mn |
| Dec 31, 2024 | -88.60 Mn |
| Dec 31, 2024 | -88.60 Mn |
| Sep 30, 2024 | 77.40 Mn |
| Sep 30, 2024 | 77.40 Mn |
| Jun 30, 2024 | -15.20 Mn |
| Jun 30, 2024 | -15.20 Mn |
| Mar 31, 2024 | -900,000.00 |
| Mar 31, 2024 | -900,000.00 |
| Dec 31, 2023 | -112.70 Mn |
| Dec 31, 2023 | -112.70 Mn |