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| Date | Value |
|---|---|
| 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 |