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