Principal Financial (PFG) Retained Earnings (2009 - 2026)
Principal Financial (PFG) posted quarterly Retained Earnings of $18.5 billion for 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.
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.
- In Q2 2026, Retained Earnings rose 4.8% year-over-year to $18.5 billion; the TTM figure through Jun 2026 stood at $18.5 billion (up 4.8% YoY), while the FY2025 annual figure was $18.1 billion, up 2.77% from the prior year.
- Retained Earnings climbed to $18.5 billion in Q2 2026 per PFG's latest filing, from $18.3 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $18.5 billion in Q2 2026 and bottomed at $13.1 billion in Q1 2022.
- Historically, Retained Earnings has averaged $17.1 billion across 5 years, with a median of $17.2 billion in 2022.
- Annual changes were most pronounced in 2022 — Retained Earnings surged 36.77% — and 2024, when it fell 4.91%.
- Principal Financial's Retained Earnings stood at $16.7 billion in 2022, then dropped by 0.08% to $16.7 billion in 2023, then rose by 5.39% to $17.6 billion in 2024, then gained by 2.77% to $18.1 billion in 2025, then increased by 2.61% to $18.5 billion in 2026.
- Business Quant data shows PFG's Retained Earnings at $18.5 billion in Q2 2026, $18.3 billion in Q1 2026, and $18.1 billion in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 40.21 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | -18.65 Mn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | -950.00 Mn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 16.67 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 29.38 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 14.98 Bn |
| 10 | Principal Financial | 23.89 Bn | -29.08 Bn | 1.91 Bn | 18.54 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |