Principal Financial PFG
NASDAQ PFG
$114.99 +0.97 (+0.85%)
As of: Sep 10, 2026 · 3:59 PM EDT

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

Principal Financial's (PFG) quarterly Tax Provisions came in at $66.0 million in Q2 2026, down 5.17% year-over-year from $69.6 million in Q2 2025, and down 4.21% quarter-over-quarter from $68.9 million in Q1 2026.

Analysis

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

Principal Financial (PFG) has reported Tax Provisions for 18 consecutive years, with $66.0 million the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Tax Provisions fell 5.17% year-over-year to $66.0 million in Q2 2026; TTM through Jun 2026 was $320.6 million, a 403.3% increase from a year earlier, with the FY2025 full-year figure at $297.4 million, up 1.95% from the prior year.
  • Tax Provisions was $66.0 million for Q2 2026 at Principal Financial, down from $68.9 million in the prior quarter.
  • Over five years, Tax Provisions peaked at $836.7 million in Q2 2022 and troughed at -$210.8 million in Q4 2023.
  • A 5-year average of $106.9 million and a median of $67.4 million in 2026 frame the typical range for Tax Provisions.
  • Across the five-year window, Tax Provisions jumped 1271.64% in 2022 and sank 1782.14% in 2023, its largest moves.
  • Over 5 years, Tax Provisions stood at -$11.2 million in 2022, then slumped by 1782.14% to -$210.8 million in 2023, then soared by 160.96% to $128.5 million in 2024, then advanced by 3.89% to $133.5 million in 2025, then slumped by 50.56% to $66.0 million in 2026.
  • The last three Tax Provisions figures came in at $66.0 million (Q2 2026), $68.9 million (Q1 2026), and $133.5 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Taxes (Qtr)
1 BlackRock 164.98 Bn 151.11 Bn - 677.00 Mn
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 66.00 Mn
6 iShares Silver Trust 21.45 Bn -6.76 Bn - -
7 Franklin Resources 17.39 Bn 13.67 Bn - 115.60 Mn
8 Invesco 14.41 Bn 13.50 Bn 1.79 Bn 116.50 Mn
9 Affiliated Managers 9.35 Bn 8.94 Bn - 70.00 Mn
10 Voya Financial 9.32 Bn 6.97 Bn 1.34 Bn 16.00 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 66.00 Mn
Mar 31, 2026 68.90 Mn
Dec 31, 2025 133.50 Mn
Sep 30, 2025 52.20 Mn
Jun 30, 2025 69.60 Mn
Mar 31, 2025 -34.00 Mn
Dec 31, 2024 128.50 Mn
Sep 30, 2024 -100.40 Mn
Jun 30, 2024 93.20 Mn
Mar 31, 2024 131.70 Mn
Dec 31, 2023 -210.80 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 61.50 Mn
Sep 30, 2021 63.80 Mn