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% on a QoQ basis from $110.4 million in Q4 2025.
Principal Financial (PFG) has 18 years of Tax Provisions data on file, last reported at $68.9 million in Q1 2026.
- Quarterly Tax Provisions rose 302.65% year-over-year to $68.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $263.4 million (up 61.99% YoY) and the FY2025 annual result came in at $160.5 million, down 44.98% from the prior year.
- Tax Provisions declined to $68.9 million in Q1 2026 per PFG's latest filing, from $110.4 million in the prior quarter.
- Across five years, Tax Provisions topped out at $836.7 million in Q2 2022 and bottomed at -$210.8 million in Q4 2023.
- The 5-year median for Tax Provisions is $68.9 million (2026), against an average of $108.0 million.
- The widest annual swing landed in 2022, when Tax Provisions soared 1271.64%; it then slumped 1782.14% in 2023.
- Tracing PFG's Tax Provisions over 5 years: stood at -$11.2 million in 2022, then tumbled by 1782.14% to -$210.8 million in 2023, then surged by 199.57% to $209.9 million in 2024, then tumbled by 47.4% to $110.4 million in 2025, then plunged by 37.59% to $68.9 million in 2026.
- Per Business Quant, the three latest PFG Tax Provisions figures stand at $68.9 million (Q1 2026), $110.4 million (Q4 2025), and $14.5 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 516.00 Mn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 197.15 Mn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 185.39 Mn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 110.00 Mn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 1.69 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 205.00 Mn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 229.00 Mn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 175.10 Mn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 59.87 Mn |
| 10 | Principal Financial | 22.35 Bn | 18.84 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 |
| Mar 31, 2021 | 97.60 Mn |
| Dec 31, 2020 | 100.10 Mn |
| Sep 30, 2020 | 39.20 Mn |
| Jun 30, 2020 | 82.50 Mn |
| Mar 31, 2020 | 43.20 Mn |
| Dec 31, 2019 | 56.00 Mn |
| Sep 30, 2019 | 61.10 Mn |
| Jun 30, 2019 | 58.20 Mn |
| Mar 31, 2019 | 73.90 Mn |
| Dec 31, 2018 | 11.20 Mn |
| Sep 30, 2018 | 109.10 Mn |
| Jun 30, 2018 | 55.90 Mn |
| Mar 31, 2018 | 54.50 Mn |
| Dec 31, 2017 | -528.10 Mn |
| Sep 30, 2017 | 344.60 Mn |
| Jun 30, 2017 | 50.80 Mn |
| Mar 31, 2017 | 60.40 Mn |
| Dec 31, 2016 | 43.10 Mn |
| Sep 30, 2016 | 43.30 Mn |
| Jun 30, 2016 | 72.90 Mn |
| Mar 31, 2016 | 70.60 Mn |
| Dec 31, 2015 | 91.90 Mn |
| Sep 30, 2015 | 68.30 Mn |
| Jun 30, 2015 | 29.60 Mn |
| Mar 31, 2015 | 29.00 Mn |
| Dec 31, 2014 | 36.90 Mn |
| Sep 30, 2014 | 141.00 Mn |
| Jun 30, 2014 | 88.30 Mn |
| Mar 31, 2014 | 52.30 Mn |
| Dec 31, 2013 | -75.60 Mn |
| Sep 30, 2013 | 61.20 Mn |
| Jun 30, 2013 | 29.00 Mn |
| Mar 31, 2013 | 38.20 Mn |
| Dec 31, 2012 | 34.20 Mn |
| Sep 30, 2012 | -7.20 Mn |
| Jun 30, 2012 | 50.90 Mn |
| Mar 31, 2012 | 56.70 Mn |
| Dec 31, 2011 | 8.00 Mn |
| Sep 30, 2011 | 76.60 Mn |
| Jun 30, 2011 | 61.00 Mn |
| Mar 31, 2011 | 52.70 Mn |
| Dec 31, 2010 | 29.80 Mn |
| Sep 30, 2010 | 12.20 Mn |
| Jun 30, 2010 | 13.60 Mn |
| Mar 31, 2010 | 52.70 Mn |
| Dec 31, 2009 | 31.60 Mn |
| Sep 30, 2009 | 44.10 Mn |
| Jun 30, 2009 | 33.90 Mn |
| Mar 31, 2009 | 7.50 Mn |