Principal Financial (PFG) Profit After Tax (2009 - 2026)

Principal Financial (PFG) reported Profit After Tax of $412.9 million for Q1 2026, up 556.44% year-over-year from $62.9 million in Q1 2025, and down 28.93% quarter-over-quarter from $581.0 million in Q4 2025.

Principal Financial (PFG) Profit After Tax (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Profit After Tax data on file, last reported at $412.9 million in Q1 2026.

  • Profit After Tax for Q1 2026 came in at $412.9 million, up 556.44% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.7 billion (up 46.8% YoY), and the FY2025 annual result was $1.3 billion, down 20.08% from the prior year.
  • Profit After Tax declined to $412.9 million in Q1 2026 per PFG's latest filing, from $581.0 million in the prior quarter.
  • Over five years, Profit After Tax peaked at $3.1 billion in Q2 2022 and troughed at -$833.9 million in Q4 2023.
  • A 5-year average of $519.4 million and a median of $393.7 million in 2023 frame the typical range for Profit After Tax.
  • The sharpest annual moves came in 2022 and 2023: Profit After Tax jumped 763.33% in 2022, then tumbled 2510.12% in 2023.
  • A 5-year view of Profit After Tax shows it stood at $34.6 million in 2022, then plunged by 2510.12% to -$833.9 million in 2023, then soared by 208.57% to $905.4 million in 2024, then sank by 35.83% to $581.0 million in 2025, then retreated by 28.93% to $412.9 million in 2026.
  • Business Quant data shows PFG's Profit After Tax at $412.9 million in Q1 2026, $581.0 million in Q4 2025, and $233.9 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) PAT (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 2.33 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 1.26 Bn
3 Kkr 86.45 Bn 133.96 Bn - 405.23 Mn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -1.91 Bn
5 State Street 46.95 Bn 21.27 Bn - 764.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 915.00 Mn
7 Northern Trust 31.92 Bn 31.92 Bn - 525.50 Mn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 544.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - 142.59 Mn
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn 412.90 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 412.90 Mn
Dec 31, 2025 581.00 Mn
Sep 30, 2025 233.90 Mn
Jun 30, 2025 433.50 Mn
Mar 31, 2025 62.90 Mn
Dec 31, 2024 905.40 Mn
Sep 30, 2024 -193.40 Mn
Jun 30, 2024 356.80 Mn
Mar 31, 2024 534.00 Mn
Dec 31, 2023 -833.90 Mn
Sep 30, 2023 1.25 Bn
Jun 30, 2023 393.70 Mn
Mar 31, 2023 -134.50 Mn
Dec 31, 2022 34.60 Mn
Sep 30, 2022 1.32 Bn
Jun 30, 2022 3.13 Bn
Mar 31, 2022 343.20 Mn
Dec 31, 2021 388.20 Mn
Sep 30, 2021 361.60 Mn
Jun 30, 2021 363.00 Mn