Principal Financial PFG
NASDAQ PFG
$117.67 +1.73 (+1.49%)
At close: Sep 18, 2026 · 4:00 PM EDT

Principal Financial (PFG) Non Operating Investment Income (2009 - 2026)

Principal Financial's (PFG) quarterly Non Operating Investment Income came in at $120.6 million in Q2 2026, up 59.95% year-over-year from $75.4 million in Q2 2025, and up 198.77% quarter-over-quarter from -$122.1 million in Q1 2026.

Analysis

Principal Financial (PFG) Non Operating Investment Income (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has reported Non Operating Investment Income for 18 consecutive years, with $120.6 million the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Non Operating Investment Income rose 59.95% year-over-year to $120.6 million in Q2 2026; TTM through Jun 2026 was $105.2 million, a 109.56% increase from a year earlier, with the FY2025 full-year figure at $119.3 million, down 7.09% from the prior year.
  • Non Operating Investment Income was $120.6 million for Q2 2026 at Principal Financial, up from -$122.1 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 -$3.4 million and a median of -$350000.0 in 2024 frame the typical range for Non Operating Investment Income.
  • Across the five-year window, Non Operating Investment Income plunged 360.83% in 2022 and soared 596.05% in 2025, its largest moves.
  • Over 5 years, Non Operating Investment Income stood at $171.3 million in 2022, then plunged by 165.79% to -$112.7 million in 2023, then surged by 112.87% to $14.5 million in 2024, then jumped by 44.83% to $21.0 million in 2025, then surged by 474.29% to $120.6 million in 2026.
  • The last three Non Operating Investment Income figures came in at $120.6 million (Q2 2026), -$122.1 million (Q1 2026), and $21.0 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Non Operating Investment Income (Qtr)
1 BlackRock 165.77 Bn 152.13 Bn - 283.00 Mn
2 Spdr Gold Trust 141.23 Bn -416.77 Bn - -23.94 Bn
3 World Gold Trust 29.62 Bn -73.45 Bn - -4.12 Bn
4 Ishares Gold Trust 27.46 Bn -32.65 Bn - -10.47 Bn
5 Principal Financial 25.26 Bn -27.00 Bn 1.91 Bn 120.60 Mn
6 iShares Silver Trust 23.22 Bn -4.99 Bn - -7.80 Bn
7 Invesco 13.47 Bn 13.19 Bn 1.79 Bn -
8 Voya Financial 9.20 Bn 8.58 Bn 1.34 Bn -40.00 Mn
9 Affiliated Managers 9.20 Bn 9.69 Bn - -
10 Victory Capital Holdings 6.56 Bn 6.49 Bn - -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 120.60 Mn
Mar 31, 2026 -122.10 Mn
Dec 31, 2025 21.00 Mn
Sep 30, 2025 85.70 Mn
Jun 30, 2025 75.40 Mn
Mar 31, 2025 -117.10 Mn
Dec 31, 2024 14.50 Mn
Sep 30, 2024 77.40 Mn
Jun 30, 2024 -15.20 Mn
Mar 31, 2024 63.20 Mn
Dec 31, 2023 -112.70 Mn
Sep 30, 2023 179.30 Mn
Jun 30, 2023 -72.80 Mn
Mar 31, 2023 -66.00 Mn
Dec 31, 2022 171.30 Mn
Sep 30, 2022 -37.10 Mn
Jun 30, 2022 -189.40 Mn
Mar 31, 2022 -136.60 Mn
Dec 31, 2021 29.90 Mn
Sep 30, 2021 -152.00 Mn