Principal Financial PFG
NASDAQ PFG
$110.75 +0.21 (+0.19%)
At close: Aug 21, 2026 · 4:00 PM EDT

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

Principal Financial (PFG) posted quarterly Non Operating Investment Income of $120.6 million for 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.

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.

  • In Q2 2026, Non Operating Investment Income rose 59.95% year-over-year to $120.6 million; the TTM figure through Jun 2026 stood at $105.2 million (up 109.56% YoY), while the FY2025 annual figure was $119.3 million, down 7.09% from the prior year.
  • Non Operating Investment Income improved to $120.6 million in Q2 2026 per PFG's latest filing, from -$122.1 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.
  • Historically, Non Operating Investment Income has averaged -$3.4 million across 5 years, with a median of -$350000.0 in 2024.
  • Annual changes were most pronounced in 2022 — Non Operating Investment Income tumbled 360.83% — and 2025, when it jumped 596.05%.
  • Principal Financial's Non Operating Investment Income stood at $171.3 million in 2022, then plunged by 165.79% to -$112.7 million in 2023, then jumped by 112.87% to $14.5 million in 2024, then soared by 44.83% to $21.0 million in 2025, then jumped by 474.29% to $120.6 million in 2026.
  • Business Quant data shows PFG's Non Operating Investment Income at $120.6 million in Q2 2026, -$122.1 million in Q1 2026, and $21.0 million in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Non Operating Investment Income (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - 283.00 Mn
2 Blackstone 114.83 Bn 112.32 Bn - 2.47 Bn
3 Kkr 97.26 Bn -179.81 Bn - 378.59 Mn
4 Brookfield 93.07 Bn 45.66 Bn - -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn 2.99 Bn
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn -
9 Raymond James Financial 33.99 Bn 20.74 Bn - -
10 Principal Financial 23.89 Bn -29.08 Bn 1.91 Bn 120.60 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 120.60 Mn
Jun 30, 2026 120.60 Mn
Mar 31, 2026 -122.10 Mn
Mar 31, 2026 -122.10 Mn
Dec 31, 2025 21.00 Mn
Dec 31, 2025 21.00 Mn
Sep 30, 2025 85.70 Mn
Sep 30, 2025 85.70 Mn
Jun 30, 2025 75.40 Mn
Jun 30, 2025 75.40 Mn
Mar 31, 2025 -117.10 Mn
Mar 31, 2025 -117.10 Mn
Dec 31, 2024 14.50 Mn
Dec 31, 2024 14.50 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