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
DateValue
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