Principal Financial (PFG) Tax Provisions (2009 - 2026)

Principal Financial's (PFG) quarterly Tax Provisions came in at $68.9 million in Q1 2026, up 302.65% year-on-year from $17.1 million in Q1 2025, and down 72.14% on a QoQ basis from $247.3 million in Q4 2025.

Principal Financial (PFG) Tax Provisions (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Tax Provisions data on file, last reported at $68.9 million in Q1 2026.

  • On a quarterly basis, Tax Provisions rose 302.65% year-over-year to $68.9 million in Q1 2026; TTM through Mar 2026 was $392.3 million, a 3142.15% increase from a year earlier, with the FY2025 full-year figure at $297.4 million, up 608.1% from the prior year.
  • Tax Provisions for Q1 2026 stood at $68.9 million, down from $247.3 million in the prior quarter.
  • Over the last five years, Tax Provisions for PFG reached as high as $836.7 million in Q2 2022 and fell as low as -$316.5 million in Q4 2023.
  • Historically, Tax Provisions has averaged $102.7 million across 5 years, with a median of $59.9 million in 2023.
  • Across the five-year window, Tax Provisions plunged 2725.89% in 2023 and surged 1593.84% in 2025, its largest moves.
  • Year by year, Tax Provisions stood at -$11.2 million in 2022, then plunged by 2725.89% to -$316.5 million in 2023, then jumped by 104.61% to $14.6 million in 2024, then soared by 1593.84% to $247.3 million in 2025, then sank by 72.14% to $68.9 million in 2026.
  • Per Business Quant data, the three most recent Tax Provisions figures were $68.9 million in Q1 2026, $247.3 million in Q4 2025, and $6.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Taxes (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -398.00 Mn
2 BlackRock 161.01 Bn 148.08 Bn - 516.00 Mn
3 Blackstone 97.77 Bn 96.72 Bn - 197.15 Mn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 1.69 Bn
5 State Street 51.30 Bn 51.30 Bn - 205.00 Mn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 229.00 Mn
7 Northern Trust 32.93 Bn 32.93 Bn - 175.10 Mn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 191.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 148.10 Mn
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 68.90 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 68.90 Mn
Dec 31, 2025 247.30 Mn
Sep 30, 2025 6.50 Mn
Jun 30, 2025 69.60 Mn
Mar 31, 2025 -34.00 Mn
Dec 31, 2024 14.60 Mn
Sep 30, 2024 -61.70 Mn
Jun 30, 2024 93.20 Mn
Mar 31, 2024 131.70 Mn
Dec 31, 2023 -316.50 Mn
Sep 30, 2023 354.80 Mn
Jun 30, 2023 59.90 Mn
Mar 31, 2023 -78.00 Mn
Dec 31, 2022 -11.20 Mn
Sep 30, 2022 328.80 Mn
Jun 30, 2022 836.70 Mn
Mar 31, 2022 35.20 Mn
Dec 31, 2021 -55.90 Mn
Sep 30, 2021 63.80 Mn
Jun 30, 2021 61.00 Mn