Principal Financial (PFG) Non Operating Investment Income (2009 - 2026)
Principal Financial (PFG) reported Non Operating Investment Income of $120.6 million for Q2 2026, up 59.9% from $75.4 million a year earlier.
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Analysis
Principal Financial (PFG) Non Operating Investment Income (2009 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, Principal Financial's Non Operating Investment Income came in at $105.2 million, up 109.6% year-over-year; for FY2025, it was $119.3 million, down 7.1% from FY2024.
- Non Operating Investment Income has a five-year compound annual growth rate of -17.0% (FY2020 to FY2025).
- By year, Non Operating Investment Income came in at $128.4 million in FY2024, -$72.2 million in FY2023, -$182.1 million in FY2022 and $115.4 million in FY2021 (-61.9%).
- The Q2 2026 figure ranks as the highest quarterly Non Operating Investment Income since Q3 2023.
- Year over year, Non Operating Investment Income gained in three of the last four quarters, with growth averaging 14.7%.
- Per Business Quant data, the three quarters before Q2 2026 came in at -$122.1 million (Q1 2026), $21 million (Q4 2025) and $85.7 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non-Op. Investment Inc. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.36 Bn | 119.49 Bn | - | 283.00 Mn |
| 2 | Spdr Gold Trust | 132.72 Bn | -425.29 Bn | - | -23.94 Bn |
| 3 | Blackstone | 94.14 Bn | 84.12 Bn | - | 2.47 Bn |
| 4 | Brookfield | 85.32 Bn | -97.99 Bn | - | - |
| 5 | Kkr | 81.62 Bn | 1.77 Bn | - | 378.59 Mn |
| 6 | Brookfield Asset Management | 75.13 Bn | 69.93 Bn | - | - |
| 7 | Apollo Global Management | 66.73 Bn | -16.07 Bn | 10.56 Bn | 2.99 Bn |
| 8 | Wheaton Precious Metals | 54.77 Bn | 50.20 Bn | 687.86 Mn | - |
| 9 | Ameriprise Financial | 45.27 Bn | 6.69 Bn | 4.72 Bn | - |
| 10 | Principal Financial | 23.42 Bn | -419.93 Mn | 1.91 Bn | 120.60 Mn |
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 |
API Access
Principal Financial Non Operating Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=non-operating-investment-income&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "non-operating-investment-income", "ticker": "PFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=non-operating-investment-income&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();