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% quarter-over-quarter from $53.7 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.

  • Non Operating Investment Income for Q1 2026 came in at -$122.1 million, down 4.27% year-over-year; the trailing twelve-month figure through Mar 2026 was $22.7 million (up 115.82% YoY), and the FY2025 annual result was $27.7 million, up 201.47% from the prior year.
  • Non Operating Investment Income slipped to -$122.1 million in Q1 2026 per PFG's latest filing, from $53.7 million in the prior quarter.
  • Over five years, Non Operating Investment Income peaked at $179.3 million in Q3 2023 and troughed at -$189.4 million in Q2 2022.
  • A 5-year average of -$22.1 million and a median of -$27.4 million in 2022 frame the typical range for Non Operating Investment Income.
  • The sharpest annual moves came in 2023 and 2025: Non Operating Investment Income soared 754.38% in 2023, then slumped 12911.11% in 2025.
  • A 5-year view of Non Operating Investment Income shows it stood at $171.3 million in 2022, then tumbled by 165.79% to -$112.7 million in 2023, then climbed by 21.38% to -$88.6 million in 2024, then soared by 160.61% to $53.7 million in 2025, then tumbled by 327.37% to -$122.1 million in 2026.
  • Business Quant data shows PFG's Non Operating Investment Income at -$122.1 million in Q1 2026, $53.7 million in Q4 2025, and $85.7 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Non Operating Investment Income (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 72.00 Mn
2 Blackstone 96.85 Bn 95.80 Bn - 1.14 Bn
3 Kkr 86.45 Bn 133.96 Bn - -652.70 Mn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -15.00 Mn
5 State Street 46.95 Bn 21.27 Bn - 1.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -9.78 Mn
10 Principal Financial 23.79 Bn 20.28 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 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