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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |