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
DateValue
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