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
DateValue
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