Principal Financial PFG
NASDAQ PFG
$114.99 +0.97 (+0.85%)
As of: Sep 10, 2026 · 3:59 PM EDT

Principal Financial (PFG) Retained Earnings (2009 - 2026)

Principal Financial's (PFG) quarterly Retained Earnings came in at $18.5 billion in Q2 2026, up 4.8% year-over-year from $17.7 billion in Q2 2025, and up 1.22% quarter-over-quarter from $18.3 billion in Q1 2026.

Analysis

Principal Financial (PFG) Retained Earnings (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has reported Retained Earnings for 18 consecutive years, with $18.5 billion the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Retained Earnings rose 4.8% year-over-year to $18.5 billion in Q2 2026; TTM through Jun 2026 was $18.5 billion, a 4.8% increase from a year earlier, with the FY2025 full-year figure at $18.1 billion, up 2.77% from the prior year.
  • Retained Earnings was $18.5 billion for Q2 2026 at Principal Financial, up from $18.3 billion in the prior quarter.
  • Over five years, Retained Earnings peaked at $18.5 billion in Q2 2026 and troughed at $13.1 billion in Q1 2022.
  • A 5-year average of $17.1 billion and a median of $17.2 billion in 2022 frame the typical range for Retained Earnings.
  • Across the five-year window, Retained Earnings jumped 36.77% in 2022 and declined 4.91% in 2024, its largest moves.
  • Over 5 years, Retained Earnings stood at $16.7 billion in 2022, then decreased by 0.08% to $16.7 billion in 2023, then grew by 5.39% to $17.6 billion in 2024, then increased by 2.77% to $18.1 billion in 2025, then climbed by 2.61% to $18.5 billion in 2026.
  • The last three Retained Earnings figures came in at $18.5 billion (Q2 2026), $18.3 billion (Q1 2026), and $18.1 billion (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 164.98 Bn 151.11 Bn - 40.21 Bn
2 Spdr Gold Trust 143.46 Bn -414.54 Bn - -
3 Ishares Gold Trust 30.01 Bn -30.09 Bn - -
4 World Gold Trust 29.01 Bn -74.06 Bn - -
5 Principal Financial 24.83 Bn -28.13 Bn 1.91 Bn 18.54 Bn
6 iShares Silver Trust 21.45 Bn -6.76 Bn - -
7 Franklin Resources 17.39 Bn 13.67 Bn - 11.52 Bn
8 Invesco 14.41 Bn 13.50 Bn 1.79 Bn 6.27 Bn
9 Affiliated Managers 9.35 Bn 8.94 Bn - 7.91 Bn
10 Voya Financial 9.32 Bn 6.97 Bn 1.34 Bn -1.95 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 18.54 Bn
Mar 31, 2026 18.32 Bn
Dec 31, 2025 18.07 Bn
Sep 30, 2025 17.73 Bn
Jun 30, 2025 17.69 Bn
Mar 31, 2025 17.46 Bn
Dec 31, 2024 17.58 Bn
Sep 30, 2024 16.85 Bn
Jun 30, 2024 17.24 Bn
Mar 31, 2024 17.05 Bn
Dec 31, 2023 16.68 Bn
Sep 30, 2023 17.72 Bn
Jun 30, 2023 16.63 Bn
Mar 31, 2023 16.40 Bn
Dec 31, 2022 16.70 Bn
Sep 30, 2022 17.21 Bn
Jun 30, 2022 15.99 Bn
Mar 31, 2022 13.09 Bn
Dec 31, 2021 12.88 Bn
Sep 30, 2021 12.58 Bn