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
DateValue
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