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% on a QoQ basis from $581.0 million in Q4 2025.

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

  • Quarterly Profit After Tax rose 556.44% year-over-year to $412.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.7 billion (up 46.8% YoY) and the FY2025 annual result came in at $1.3 billion, down 20.08% from the prior year.
  • Profit After Tax fell to $412.9 million in Q1 2026 per PFG's latest filing, from $581.0 million in the prior quarter.
  • Across five years, Profit After Tax topped out at $3.1 billion in Q2 2022 and bottomed at -$833.9 million in Q4 2023.
  • The 5-year median for Profit After Tax is $393.7 million (2023), against an average of $519.4 million.
  • The widest annual swing landed in 2022, when Profit After Tax surged 763.33%; it then sank 2510.12% in 2023.
  • Tracing PFG's Profit After Tax over 5 years: stood at $34.6 million in 2022, then slumped by 2510.12% to -$833.9 million in 2023, then jumped by 208.57% to $905.4 million in 2024, then tumbled by 35.83% to $581.0 million in 2025, then declined by 28.93% to $412.9 million in 2026.
  • Per Business Quant, the three latest PFG Profit After Tax figures stand at $412.9 million (Q1 2026), $581.0 million (Q4 2025), and $233.9 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) PAT (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 2.33 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 1.26 Bn
3 Kkr 84.94 Bn 132.45 Bn - 405.23 Mn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 586.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -1.91 Bn
6 State Street 44.42 Bn 18.75 Bn - 764.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 915.00 Mn
8 Northern Trust 31.21 Bn 31.21 Bn - 525.50 Mn
9 Ares Management 28.85 Bn 32.22 Bn - 142.59 Mn
10 Principal Financial 22.35 Bn 18.84 Bn -463.00 Mn 412.90 Mn

Historic Data

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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
Mar 31, 2021 516.30 Mn
Dec 31, 2020 491.50 Mn
Sep 30, 2020 235.90 Mn
Jun 30, 2020 416.10 Mn
Mar 31, 2020 285.00 Mn
Dec 31, 2019 315.30 Mn
Sep 30, 2019 284.60 Mn
Jun 30, 2019 392.10 Mn
Mar 31, 2019 452.10 Mn
Dec 31, 2018 231.70 Mn
Sep 30, 2018 460.00 Mn
Jun 30, 2018 459.50 Mn
Mar 31, 2018 397.10 Mn
Dec 31, 2017 842.90 Mn
Sep 30, 2017 810.20 Mn
Jun 30, 2017 314.80 Mn
Mar 31, 2017 353.60 Mn
Dec 31, 2016 338.20 Mn
Sep 30, 2016 327.40 Mn
Jun 30, 2016 327.00 Mn
Mar 31, 2016 369.20 Mn
Dec 31, 2015 258.30 Mn
Sep 30, 2015 300.90 Mn
Jun 30, 2015 264.90 Mn
Mar 31, 2015 429.10 Mn
Dec 31, 2014 280.30 Mn
Sep 30, 2014 252.80 Mn
Jun 30, 2014 319.20 Mn
Mar 31, 2014 324.10 Mn
Dec 31, 2013 250.40 Mn
Sep 30, 2013 259.10 Mn
Jun 30, 2013 236.60 Mn
Mar 31, 2013 190.00 Mn
Dec 31, 2012 223.20 Mn
Sep 30, 2012 198.80 Mn
Jun 30, 2012 178.60 Mn
Mar 31, 2012 212.10 Mn
Dec 31, 2011 156.40 Mn
Sep 30, 2011 74.50 Mn
Jun 30, 2011 249.20 Mn
Mar 31, 2011 208.80 Mn
Dec 31, 2010 218.10 Mn
Sep 30, 2010 151.30 Mn
Jun 30, 2010 144.20 Mn
Mar 31, 2010 203.60 Mn
Dec 31, 2009 154.90 Mn
Sep 30, 2009 204.20 Mn
Jun 30, 2009 164.00 Mn
Mar 31, 2009 122.60 Mn