Principal Financial (PFG) Tax Provisions (2009 - 2026)
Principal Financial (PFG) reported Tax Provisions of $68.9 million for Q1 2026, up 302.65% year-over-year from $17.1 million in Q1 2025, and down 37.59% quarter-over-quarter from $110.4 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.
- Tax Provisions for Q1 2026 came in at $68.9 million, up 302.65% year-over-year; the trailing twelve-month figure through Mar 2026 was $263.4 million (up 61.99% YoY), and the FY2025 annual result was $160.5 million, down 44.98% from the prior year.
- Tax Provisions eased to $68.9 million in Q1 2026 per PFG's latest filing, from $110.4 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 $108.0 million and a median of $68.9 million in 2026 frame the typical range for Tax Provisions.
- The sharpest annual moves came in 2022 and 2023: Tax Provisions surged 1271.64% in 2022, then plunged 1782.14% in 2023.
- A 5-year view of Tax Provisions shows it stood at -$11.2 million in 2022, then sank by 1782.14% to -$210.8 million in 2023, then jumped by 199.57% to $209.9 million in 2024, then sank by 47.4% to $110.4 million in 2025, then slumped by 37.59% to $68.9 million in 2026.
- Business Quant data shows PFG's Tax Provisions at $68.9 million in Q1 2026, $110.4 million in Q4 2025, and $14.5 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 516.00 Mn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 197.15 Mn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 185.39 Mn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 1.69 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 205.00 Mn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 229.00 Mn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 175.10 Mn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 191.00 Mn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 59.87 Mn |
| 10 | Principal Financial | 23.79 Bn | 20.28 Bn | -463.00 Mn | 68.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 68.90 Mn |
| Dec 31, 2025 | 110.40 Mn |
| Sep 30, 2025 | 14.50 Mn |
| Jun 30, 2025 | 69.60 Mn |
| Mar 31, 2025 | -34.00 Mn |
| Dec 31, 2024 | 209.90 Mn |
| Sep 30, 2024 | -100.40 Mn |
| Jun 30, 2024 | 87.10 Mn |
| Mar 31, 2024 | 95.10 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 |
| Jun 30, 2021 | 61.00 Mn |