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% on a QoQ basis from $53.7 million in Q4 2025.
Principal Financial (PFG) has 18 years of Non Operating Investment Income data on file, last reported at -$122.1 million in Q1 2026.
- Quarterly Non Operating Investment Income fell 4.27% year-over-year to -$122.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $22.7 million (up 115.82% YoY) and the FY2025 annual result came in at $27.7 million, up 201.47% from the prior year.
- Non Operating Investment Income eased to -$122.1 million in Q1 2026 per PFG's latest filing, from $53.7 million in the prior quarter.
- Across five years, Non Operating Investment Income topped out at $179.3 million in Q3 2023 and bottomed at -$189.4 million in Q2 2022.
- The 5-year median for Non Operating Investment Income is -$27.4 million (2022), against an average of -$22.1 million.
- The widest annual swing landed in 2023, when Non Operating Investment Income jumped 754.38%; it then plunged 12911.11% in 2025.
- Tracing PFG's Non Operating Investment Income over 5 years: stood at $171.3 million in 2022, then sank by 165.79% to -$112.7 million in 2023, then gained by 21.38% to -$88.6 million in 2024, then jumped by 160.61% to $53.7 million in 2025, then sank by 327.37% to -$122.1 million in 2026.
- Per Business Quant, the three latest PFG Non Operating Investment Income figures stand at -$122.1 million (Q1 2026), $53.7 million (Q4 2025), and $85.7 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 72.00 Mn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 1.14 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | -652.70 Mn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | -15.00 Mn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 1.00 Mn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | - |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | -9.78 Mn |
| 10 | Principal Financial | 22.35 Bn | 18.84 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 |
| Sep 30, 2023 | 179.30 Mn |
| Sep 30, 2023 | 179.30 Mn |
| Jun 30, 2023 | -72.80 Mn |
| Jun 30, 2023 | -72.80 Mn |
| Mar 31, 2023 | -66.00 Mn |
| Mar 31, 2023 | -66.00 Mn |
| Dec 31, 2022 | 171.30 Mn |
| Dec 31, 2022 | 171.30 Mn |
| Sep 30, 2022 | -27.40 Mn |
| Sep 30, 2022 | -27.40 Mn |
| Jun 30, 2022 | -189.40 Mn |
| Jun 30, 2022 | -189.40 Mn |
| Mar 31, 2022 | -136.60 Mn |
| Mar 31, 2022 | -136.60 Mn |
| Dec 31, 2021 | 157.10 Mn |
| Dec 31, 2021 | 157.10 Mn |
| Sep 30, 2021 | -152.00 Mn |
| Sep 30, 2021 | -152.00 Mn |
| Jun 30, 2021 | -41.10 Mn |
| Jun 30, 2021 | -41.10 Mn |
| Mar 31, 2021 | 151.40 Mn |
| Mar 31, 2021 | 151.40 Mn |
| Dec 31, 2020 | 133.10 Mn |
| Dec 31, 2020 | 133.10 Mn |
| Sep 30, 2020 | 65.50 Mn |
| Sep 30, 2020 | 65.50 Mn |
| Jun 30, 2020 | -27.40 Mn |
| Jun 30, 2020 | -27.40 Mn |
| Mar 31, 2020 | 131.40 Mn |
| Mar 31, 2020 | 131.40 Mn |
| Dec 31, 2019 | -90.90 Mn |
| Dec 31, 2019 | -90.90 Mn |
| Sep 30, 2019 | -42.40 Mn |
| Sep 30, 2019 | -42.40 Mn |
| Jun 30, 2019 | -4.00 Mn |
| Jun 30, 2019 | -4.00 Mn |
| Mar 31, 2019 | 84.50 Mn |
| Mar 31, 2019 | 84.50 Mn |
| Dec 31, 2018 | -112.20 Mn |
| Dec 31, 2018 | -112.20 Mn |
| Sep 30, 2018 | -5.50 Mn |
| Sep 30, 2018 | -5.50 Mn |
| Jun 30, 2018 | 67.40 Mn |
| Jun 30, 2018 | 67.40 Mn |
| Mar 31, 2018 | -25.10 Mn |
| Mar 31, 2018 | -25.10 Mn |
| Dec 31, 2017 | -39.90 Mn |
| Dec 31, 2017 | -39.90 Mn |
| Sep 30, 2017 | 676.60 Mn |
| Sep 30, 2017 | 676.60 Mn |
| Jun 30, 2017 | -95.90 Mn |
| Jun 30, 2017 | -95.90 Mn |
| Mar 31, 2017 | -16.60 Mn |
| Mar 31, 2017 | -16.60 Mn |
| Dec 31, 2016 | -43.40 Mn |
| Dec 31, 2016 | -43.40 Mn |
| Sep 30, 2016 | 44.20 Mn |
| Sep 30, 2016 | 44.20 Mn |
| Jun 30, 2016 | 33.70 Mn |
| Jun 30, 2016 | 33.70 Mn |
| Mar 31, 2016 | 136.60 Mn |
| Mar 31, 2016 | 136.60 Mn |
| Dec 31, 2015 | -41.10 Mn |
| Dec 31, 2015 | -41.10 Mn |
| Sep 30, 2015 | 38.40 Mn |
| Sep 30, 2015 | 38.40 Mn |
| Jun 30, 2015 | -114.60 Mn |
| Jun 30, 2015 | -114.60 Mn |
| Mar 31, 2015 | 66.20 Mn |
| Mar 31, 2015 | 66.20 Mn |
| Dec 31, 2014 | 12.80 Mn |
| Dec 31, 2014 | 12.80 Mn |
| Sep 30, 2014 | -46.40 Mn |
| Sep 30, 2014 | -46.40 Mn |
| Jun 30, 2014 | 15.20 Mn |
| Jun 30, 2014 | 15.20 Mn |
| Mar 31, 2014 | 600,000.00 |
| Mar 31, 2014 | 600,000.00 |
| Dec 31, 2013 | -43.30 Mn |
| Dec 31, 2013 | -43.30 Mn |
| Sep 30, 2013 | -34.80 Mn |
| Sep 30, 2013 | -34.80 Mn |
| Jun 30, 2013 | -80.10 Mn |
| Jun 30, 2013 | -80.10 Mn |
| Mar 31, 2013 | 18.20 Mn |
| Mar 31, 2013 | 18.20 Mn |
| Dec 31, 2012 | 32.90 Mn |
| Dec 31, 2012 | 32.90 Mn |
| Sep 30, 2012 | 87.70 Mn |
| Sep 30, 2012 | 87.70 Mn |
| Jun 30, 2012 | 200,000.00 |
| Jun 30, 2012 | 200,000.00 |
| Mar 31, 2012 | -6.70 Mn |
| Mar 31, 2012 | -6.70 Mn |
| Dec 31, 2011 | -71.30 Mn |
| Dec 31, 2011 | -71.30 Mn |
| Sep 30, 2011 | -30.70 Mn |
| Sep 30, 2011 | -30.70 Mn |
| Jun 30, 2011 | -64.60 Mn |
| Jun 30, 2011 | -64.60 Mn |
| Mar 31, 2011 | 8.90 Mn |
| Mar 31, 2011 | 8.90 Mn |
| Dec 31, 2010 | -57.60 Mn |
| Dec 31, 2010 | -57.60 Mn |
| Sep 30, 2010 | -25.40 Mn |
| Sep 30, 2010 | -25.40 Mn |
| Jun 30, 2010 | -157.20 Mn |
| Jun 30, 2010 | -157.20 Mn |
| Mar 31, 2010 | -45.50 Mn |
| Mar 31, 2010 | -45.50 Mn |
| Dec 31, 2009 | 548.40 Mn |
| Dec 31, 2009 | 548.40 Mn |
| Sep 30, 2009 | -66.60 Mn |
| Sep 30, 2009 | -66.60 Mn |
| Jun 30, 2009 | -155.20 Mn |
| Jun 30, 2009 | -155.20 Mn |
| Mar 31, 2009 | -63.30 Mn |
| Mar 31, 2009 | -63.30 Mn |