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| Date | Value |
|---|---|
| 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 |