Principal Financial (PFG) Profit After Tax (2009 - 2026)
Principal Financial (PFG) posted quarterly Profit After Tax of $430.3 million for Q2 2026, down 0.74% year-over-year from $433.5 million in Q2 2025, and up 1.25% quarter-over-quarter from $425.0 million in Q1 2026.
Principal Financial (PFG) Profit After Tax (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Profit After Tax for 18 consecutive years, with $430.3 million the latest figure, recorded in Q2 2026.
- In Q2 2026, Profit After Tax fell 0.74% year-over-year to $430.3 million; the TTM figure through Jun 2026 stood at $1.6 billion (up 36.94% YoY), while the FY2025 annual figure was $1.3 billion, down 21.43% from the prior year.
- Profit After Tax advanced to $430.3 million in Q2 2026 per PFG's latest filing, from $425.0 million in the prior quarter.
- Across five years, Profit After Tax topped out at $3.2 billion in Q2 2022 and bottomed at -$839.2 million in Q4 2023.
- Historically, Profit After Tax has averaged $509.7 million across 5 years, with a median of $409.3 million in 2023.
- Annual changes were most pronounced in 2022 — Profit After Tax jumped 749.57% — and 2023, when it sank 24582.35%.
- Principal Financial's Profit After Tax stood at -$3.4 million in 2022, then tumbled by 24582.35% to -$839.2 million in 2023, then jumped by 207.54% to $902.5 million in 2024, then plunged by 41.81% to $525.2 million in 2025, then decreased by 18.07% to $430.3 million in 2026.
- Business Quant data shows PFG's Profit After Tax at $430.3 million in Q2 2026, $425.0 million in Q1 2026, and $525.2 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | PAT (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 2.04 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 2.36 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 1.13 Bn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 703.00 Mn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 1.17 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 2.09 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 1.08 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 1.11 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 595.00 Mn |
| 10 | Principal Financial | 23.89 Bn | -29.08 Bn | 1.91 Bn | 430.30 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 430.30 Mn |
| Mar 31, 2026 | 425.00 Mn |
| Dec 31, 2025 | 525.20 Mn |
| Sep 30, 2025 | 233.90 Mn |
| Jun 30, 2025 | 433.50 Mn |
| Mar 31, 2025 | 62.90 Mn |
| Dec 31, 2024 | 902.50 Mn |
| Sep 30, 2024 | -220.00 Mn |
| Jun 30, 2024 | 356.80 Mn |
| Mar 31, 2024 | 534.00 Mn |
| Dec 31, 2023 | -839.20 Mn |
| Sep 30, 2023 | 1.25 Bn |
| Jun 30, 2023 | 393.70 Mn |
| Mar 31, 2023 | -140.10 Mn |
| Dec 31, 2022 | -3.40 Mn |
| Sep 30, 2022 | 1.32 Bn |
| Jun 30, 2022 | 3.16 Bn |
| Mar 31, 2022 | 353.50 Mn |
| Dec 31, 2021 | 374.80 Mn |
| Sep 30, 2021 | 364.30 Mn |