Principal Financial (PFG) Retained Earnings (2009 - 2026)
Principal Financial's (PFG) quarterly Retained Earnings came in at $18.3 billion in Q1 2026, up 64.18% year-on-year from $11.2 billion in Q1 2025, and up 537.37% on a QoQ basis 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 $18.3 billion in Q1 2026.
- On a quarterly basis, Retained Earnings rose 64.18% year-over-year to $18.3 billion in Q1 2026; TTM through Mar 2026 was $18.3 billion, a 64.18% increase from a year earlier, with the FY2025 full-year figure at -$4.2 billion, up 19.84% from the prior year.
- Retained Earnings for Q1 2026 stood at $18.3 billion, up from -$4.2 billion in the prior quarter.
- Over the last five years, Retained Earnings for PFG reached as high as $18.3 billion in Q1 2026 and fell as low as -$8.1 billion in Q3 2022.
- Historically, Retained Earnings has averaged $8.0 billion across 5 years, with a median of $10.8 billion in 2023.
- Across the five-year window, Retained Earnings sank 164.13% in 2022 and surged 319.53% in 2023, its largest moves.
- Year by year, Retained Earnings stood at $10.7 billion in 2022, then surged by 55.33% to $16.7 billion in 2023, then tumbled by 131.32% to -$5.2 billion in 2024, then climbed by 19.84% to -$4.2 billion in 2025, then jumped by 537.37% to $18.3 billion in 2026.
- Per Business Quant data, the three most recent Retained Earnings figures were $18.3 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 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -678.00 Mn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | -323.73 Mn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -3.14 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | -1.21 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | -636.60 Mn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | -368.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | -51.60 Mn |
| 10 | Principal Financial | 23.31 Bn | -27.00 Bn | -463.00 Mn | 18.32 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 18.32 Bn |
| Dec 31, 2025 | -4.19 Bn |
| Sep 30, 2025 | -4.31 Bn |
| Jun 30, 2025 | 11.20 Bn |
| Mar 31, 2025 | 11.16 Bn |
| Dec 31, 2024 | -5.22 Bn |
| Sep 30, 2024 | -4.59 Bn |
| Jun 30, 2024 | 11.01 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 | 10.79 Bn |
| Dec 31, 2022 | 10.74 Bn |
| Sep 30, 2022 | -8.07 Bn |
| Jun 30, 2022 | 10.55 Bn |
| Mar 31, 2022 | 10.40 Bn |
| Dec 31, 2021 | 12.88 Bn |
| Sep 30, 2021 | 12.58 Bn |
| Jun 30, 2021 | 10.40 Bn |