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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |