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% on a QoQ basis from -$4.2 billion in Q4 2025.
Principal Financial (PFG) has 18 years of Retained Earnings data on file, last reported at -$4.3 billion in Q1 2026.
- Quarterly Retained Earnings rose 9.24% year-over-year to -$4.3 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$4.3 billion (up 9.24% YoY) and the FY2025 annual result came in at -$4.2 billion, up 19.84% from the prior year.
- Retained Earnings retreated to -$4.3 billion in Q1 2026 per PFG's latest filing, from -$4.2 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $17.7 billion in Q3 2023 and bottomed at -$8.1 billion in Q3 2022.
- The 5-year median for Retained Earnings is -$4.2 billion (2025), against an average of $4.0 billion.
- The widest annual swing landed in 2022, when Retained Earnings plunged 301.36%; it then surged 953.84% in 2023.
- Tracing PFG's Retained Earnings over 5 years: stood at -$6.9 billion in 2022, then climbed by 22.3% to -$5.3 billion in 2023, then advanced by 2.25% to -$5.2 billion in 2024, then grew by 19.84% to -$4.2 billion in 2025, then dropped by 3.71% to -$4.3 billion in 2026.
- Per Business Quant, the three latest PFG Retained Earnings figures stand at -$4.3 billion (Q1 2026), -$4.2 billion (Q4 2025), and -$4.3 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 39.18 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | -15.77 Mn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 14.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 180.00 Mn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 5.16 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 28.43 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 17.07 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | -1.66 Bn |
| 10 | Principal Financial | 22.35 Bn | 18.84 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 |
| Mar 31, 2021 | 953.80 Mn |
| Dec 31, 2020 | -36.00 Mn |
| Sep 30, 2020 | 1.75 Bn |
| Jun 30, 2020 | 11.44 Bn |
| Mar 31, 2020 | -599.20 Mn |
| Dec 31, 2019 | 1.04 Bn |
| Sep 30, 2019 | 10.93 Bn |
| Jun 30, 2019 | 10.81 Bn |
| Mar 31, 2019 | 10.57 Bn |
| Dec 31, 2018 | -1.57 Bn |
| Sep 30, 2018 | 10.21 Bn |
| Jun 30, 2018 | -1.14 Bn |
| Mar 31, 2018 | -469.30 Mn |
| Dec 31, 2017 | 165.50 Mn |
| Sep 30, 2017 | 47.00 Mn |
| Jun 30, 2017 | 8.11 Bn |
| Mar 31, 2017 | -455.10 Mn |
| Dec 31, 2016 | 7.72 Bn |
| Sep 30, 2016 | 7.53 Bn |
| Jun 30, 2016 | 7.34 Bn |
| Mar 31, 2016 | 7.13 Bn |
| Dec 31, 2015 | 6.88 Bn |
| Sep 30, 2015 | 6.73 Bn |
| Jun 30, 2015 | 6.55 Bn |
| Mar 31, 2015 | 28.00 Mn |
| Dec 31, 2014 | 50.40 Mn |
| Sep 30, 2014 | 380.10 Mn |
| Jun 30, 2014 | 599.40 Mn |
| Mar 31, 2014 | -152.40 Mn |
| Dec 31, 2013 | -361.50 Mn |
| Sep 30, 2013 | -187.00 Mn |
| Jun 30, 2013 | -500,000.00 |
| Mar 31, 2013 | -474.70 Mn |
| Dec 31, 2012 | 640.30 Mn |
| Sep 30, 2012 | 1.42 Bn |
| Jun 30, 2012 | 561.40 Mn |
| Mar 31, 2012 | -352.40 Mn |
| Dec 31, 2011 | -361.10 Mn |
| Sep 30, 2011 | 981.60 Mn |
| Jun 30, 2011 | -171.90 Mn |
| Mar 31, 2011 | -139.00 Mn |
| Dec 31, 2010 | -198.20 Mn |
| Sep 30, 2010 | 476.80 Mn |
| Jun 30, 2010 | 4.47 Bn |
| Mar 31, 2010 | 4.34 Bn |
| Dec 31, 2009 | -2.00 Mn |
| Sep 30, 2009 | 4.18 Bn |
| Jun 30, 2009 | 4.00 Bn |