Principal Financial (PFG) Retained Earnings (2009 - 2026)
Principal Financial (PFG) reported Retained Earnings of -$4.3 billion for Q1 2026, up 9.24% year-over-year from -$4.0 billion in Q1 2025, and down 3.71% quarter-over-quarter from -$4.2 billion in Q4 2025.
Principal Financial (PFG) Retained Earnings (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of Retained Earnings data on file, last reported at -$4.3 billion in Q1 2026.
- Retained Earnings for Q1 2026 came in at -$4.3 billion, up 9.24% year-over-year; the trailing twelve-month figure through Mar 2026 was -$4.3 billion (up 9.24% YoY), and the FY2025 annual result was -$4.2 billion, up 19.84% from the prior year.
- Retained Earnings fell to -$4.3 billion in Q1 2026 per PFG's latest filing, from -$4.2 billion in the prior quarter.
- Over five years, Retained Earnings peaked at $17.7 billion in Q3 2023 and troughed at -$8.1 billion in Q3 2022.
- A 5-year average of $4.0 billion and a median of -$4.2 billion in 2025 frame the typical range for Retained Earnings.
- The sharpest annual moves came in 2022 and 2023: Retained Earnings slumped 301.36% in 2022, then jumped 953.84% in 2023.
- A 5-year view of Retained Earnings shows it stood at -$6.9 billion in 2022, then increased by 22.3% to -$5.3 billion in 2023, then grew by 2.25% to -$5.2 billion in 2024, then rose by 19.84% to -$4.2 billion in 2025, then fell by 3.71% to -$4.3 billion in 2026.
- Business Quant data shows PFG's Retained Earnings at -$4.3 billion in Q1 2026, -$4.2 billion in Q4 2025, and -$4.3 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 39.18 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | -15.77 Mn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 14.08 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 5.16 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 28.43 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 17.07 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 14.49 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.66 Bn |
| 10 | Principal Financial | 23.79 Bn | 20.28 Bn | -463.00 Mn | -4.34 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -4.34 Bn |
| Dec 31, 2025 | -4.19 Bn |
| Sep 30, 2025 | -4.31 Bn |
| Jun 30, 2025 | 17.69 Bn |
| Mar 31, 2025 | -4.79 Bn |
| Dec 31, 2024 | -5.22 Bn |
| Sep 30, 2024 | 16.85 Bn |
| Jun 30, 2024 | -5.41 Bn |
| Mar 31, 2024 | 17.05 Bn |
| Dec 31, 2023 | -5.35 Bn |
| Sep 30, 2023 | 17.72 Bn |
| Jun 30, 2023 | 16.63 Bn |
| Mar 31, 2023 | 16.40 Bn |
| Dec 31, 2022 | -6.88 Bn |
| Sep 30, 2022 | -8.07 Bn |
| Jun 30, 2022 | 15.99 Bn |
| Mar 31, 2022 | -1.92 Bn |
| Dec 31, 2021 | 12.88 Bn |
| Sep 30, 2021 | 12.58 Bn |
| Jun 30, 2021 | 12.40 Bn |