Principal Financial (PFG) Non Operating Investment Income (2009 - 2026)
Principal Financial's (PFG) quarterly Non Operating Investment Income came in at -$122.1 million in Q1 2026, down 4.27% year-on-year from -$127.5 million in Q1 2025, and down 184.03% on a QoQ basis from $145.3 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.
- On a quarterly basis, Non Operating Investment Income fell 4.27% year-over-year to -$122.1 million in Q1 2026; TTM through Mar 2026 was $88.5 million, a 161.67% increase from a year earlier, with the FY2025 full-year figure at $119.3 million, up 537.0% from the prior year.
- Non Operating Investment Income for Q1 2026 stood at -$122.1 million, down from $145.3 million in the prior quarter.
- Over the last five years, Non Operating Investment Income for PFG reached as high as $179.3 million in Q3 2023 and fell as low as -$189.4 million in Q2 2022.
- Historically, Non Operating Investment Income has averaged -$14.5 million across 5 years, with a median of -$27.4 million in 2022.
- Across the five-year window, Non Operating Investment Income sank 360.83% in 2022 and jumped 754.38% in 2023, its largest moves.
- Year by year, Non Operating Investment Income stood at $171.3 million in 2022, then plunged by 165.79% to -$112.7 million in 2023, then rose by 21.38% to -$88.6 million in 2024, then jumped by 264.0% to $145.3 million in 2025, then sank by 184.03% to -$122.1 million in 2026.
- Per Business Quant data, the three most recent Non Operating Investment Income figures were -$122.1 million in Q1 2026, $145.3 million in Q4 2025, and $59.9 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,261.80 Bn | 1,217.21 Bn | 18.56 Bn | - |
| 2 | BlackRock | 165.12 Bn | 151.98 Bn | - | 72.00 Mn |
| 3 | Blackstone | 103.58 Bn | 101.13 Bn | - | 1.14 Bn |
| 4 | Brookfield Asset Management | 76.31 Bn | 75.26 Bn | - | - |
| 5 | Apollo Global Management | 73.95 Bn | 73.95 Bn | -409.00 Mn | 406.00 Mn |
| 6 | State Street | 51.18 Bn | 51.18 Bn | - | 1.00 Mn |
| 7 | Ameriprise Financial | 50.08 Bn | 40.82 Bn | 4.57 Bn | - |
| 8 | Raymond James Financial | 34.03 Bn | 19.06 Bn | - | - |
| 9 | Northern Trust | 33.84 Bn | 33.84 Bn | - | - |
| 10 | Principal Financial | 24.12 Bn | -26.73 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 | 145.30 Mn |
| Dec 31, 2025 | 145.30 Mn |
| Sep 30, 2025 | 59.90 Mn |
| Sep 30, 2025 | 59.90 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 | 63.20 Mn |
| Mar 31, 2024 | 63.20 Mn |
| Dec 31, 2023 | -112.70 Mn |
| Dec 31, 2023 | -112.70 Mn |