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
Download Data
Historic 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 |