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% on a QoQ basis from $53.7 million in Q4 2025.

Principal Financial (PFG) has 18 years of Non Operating Investment Income data on file, last reported at -$122.1 million in Q1 2026.

  • Quarterly Non Operating Investment Income fell 4.27% year-over-year to -$122.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $22.7 million (up 115.82% YoY) and the FY2025 annual result came in at $27.7 million, up 201.47% from the prior year.
  • Non Operating Investment Income eased to -$122.1 million in Q1 2026 per PFG's latest filing, from $53.7 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.
  • The 5-year median for Non Operating Investment Income is -$27.4 million (2022), against an average of -$22.1 million.
  • The widest annual swing landed in 2023, when Non Operating Investment Income jumped 754.38%; it then plunged 12911.11% in 2025.
  • Tracing PFG's Non Operating Investment Income over 5 years: stood at $171.3 million in 2022, then sank by 165.79% to -$112.7 million in 2023, then gained by 21.38% to -$88.6 million in 2024, then jumped by 160.61% to $53.7 million in 2025, then sank by 327.37% to -$122.1 million in 2026.
  • Per Business Quant, the three latest PFG Non Operating Investment Income figures stand at -$122.1 million (Q1 2026), $53.7 million (Q4 2025), and $85.7 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Non Operating Investment Income (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 72.00 Mn
2 Blackstone 92.68 Bn 91.63 Bn - 1.14 Bn
3 Kkr 84.94 Bn 132.45 Bn - -652.70 Mn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -15.00 Mn
6 State Street 44.42 Bn 18.75 Bn - 1.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -9.78 Mn
10 Principal Financial 22.35 Bn 18.84 Bn -463.00 Mn -122.10 Mn

Historic Data

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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
Sep 30, 2023 179.30 Mn
Sep 30, 2023 179.30 Mn
Jun 30, 2023 -72.80 Mn
Jun 30, 2023 -72.80 Mn
Mar 31, 2023 -66.00 Mn
Mar 31, 2023 -66.00 Mn
Dec 31, 2022 171.30 Mn
Dec 31, 2022 171.30 Mn
Sep 30, 2022 -27.40 Mn
Sep 30, 2022 -27.40 Mn
Jun 30, 2022 -189.40 Mn
Jun 30, 2022 -189.40 Mn
Mar 31, 2022 -136.60 Mn
Mar 31, 2022 -136.60 Mn
Dec 31, 2021 157.10 Mn
Dec 31, 2021 157.10 Mn
Sep 30, 2021 -152.00 Mn
Sep 30, 2021 -152.00 Mn
Jun 30, 2021 -41.10 Mn
Jun 30, 2021 -41.10 Mn
Mar 31, 2021 151.40 Mn
Mar 31, 2021 151.40 Mn
Dec 31, 2020 133.10 Mn
Dec 31, 2020 133.10 Mn
Sep 30, 2020 65.50 Mn
Sep 30, 2020 65.50 Mn
Jun 30, 2020 -27.40 Mn
Jun 30, 2020 -27.40 Mn
Mar 31, 2020 131.40 Mn
Mar 31, 2020 131.40 Mn
Dec 31, 2019 -90.90 Mn
Dec 31, 2019 -90.90 Mn
Sep 30, 2019 -42.40 Mn
Sep 30, 2019 -42.40 Mn
Jun 30, 2019 -4.00 Mn
Jun 30, 2019 -4.00 Mn
Mar 31, 2019 84.50 Mn
Mar 31, 2019 84.50 Mn
Dec 31, 2018 -112.20 Mn
Dec 31, 2018 -112.20 Mn
Sep 30, 2018 -5.50 Mn
Sep 30, 2018 -5.50 Mn
Jun 30, 2018 67.40 Mn
Jun 30, 2018 67.40 Mn
Mar 31, 2018 -25.10 Mn
Mar 31, 2018 -25.10 Mn
Dec 31, 2017 -39.90 Mn
Dec 31, 2017 -39.90 Mn
Sep 30, 2017 676.60 Mn
Sep 30, 2017 676.60 Mn
Jun 30, 2017 -95.90 Mn
Jun 30, 2017 -95.90 Mn
Mar 31, 2017 -16.60 Mn
Mar 31, 2017 -16.60 Mn
Dec 31, 2016 -43.40 Mn
Dec 31, 2016 -43.40 Mn
Sep 30, 2016 44.20 Mn
Sep 30, 2016 44.20 Mn
Jun 30, 2016 33.70 Mn
Jun 30, 2016 33.70 Mn
Mar 31, 2016 136.60 Mn
Mar 31, 2016 136.60 Mn
Dec 31, 2015 -41.10 Mn
Dec 31, 2015 -41.10 Mn
Sep 30, 2015 38.40 Mn
Sep 30, 2015 38.40 Mn
Jun 30, 2015 -114.60 Mn
Jun 30, 2015 -114.60 Mn
Mar 31, 2015 66.20 Mn
Mar 31, 2015 66.20 Mn
Dec 31, 2014 12.80 Mn
Dec 31, 2014 12.80 Mn
Sep 30, 2014 -46.40 Mn
Sep 30, 2014 -46.40 Mn
Jun 30, 2014 15.20 Mn
Jun 30, 2014 15.20 Mn
Mar 31, 2014 600,000.00
Mar 31, 2014 600,000.00
Dec 31, 2013 -43.30 Mn
Dec 31, 2013 -43.30 Mn
Sep 30, 2013 -34.80 Mn
Sep 30, 2013 -34.80 Mn
Jun 30, 2013 -80.10 Mn
Jun 30, 2013 -80.10 Mn
Mar 31, 2013 18.20 Mn
Mar 31, 2013 18.20 Mn
Dec 31, 2012 32.90 Mn
Dec 31, 2012 32.90 Mn
Sep 30, 2012 87.70 Mn
Sep 30, 2012 87.70 Mn
Jun 30, 2012 200,000.00
Jun 30, 2012 200,000.00
Mar 31, 2012 -6.70 Mn
Mar 31, 2012 -6.70 Mn
Dec 31, 2011 -71.30 Mn
Dec 31, 2011 -71.30 Mn
Sep 30, 2011 -30.70 Mn
Sep 30, 2011 -30.70 Mn
Jun 30, 2011 -64.60 Mn
Jun 30, 2011 -64.60 Mn
Mar 31, 2011 8.90 Mn
Mar 31, 2011 8.90 Mn
Dec 31, 2010 -57.60 Mn
Dec 31, 2010 -57.60 Mn
Sep 30, 2010 -25.40 Mn
Sep 30, 2010 -25.40 Mn
Jun 30, 2010 -157.20 Mn
Jun 30, 2010 -157.20 Mn
Mar 31, 2010 -45.50 Mn
Mar 31, 2010 -45.50 Mn
Dec 31, 2009 548.40 Mn
Dec 31, 2009 548.40 Mn
Sep 30, 2009 -66.60 Mn
Sep 30, 2009 -66.60 Mn
Jun 30, 2009 -155.20 Mn
Jun 30, 2009 -155.20 Mn
Mar 31, 2009 -63.30 Mn
Mar 31, 2009 -63.30 Mn