Principal Financial (PFG) Tax Provisions (2009 - 2026)
Principal Financial (PFG) posted quarterly Tax Provisions of $66.0 million for 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.
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.
- In Q2 2026, Tax Provisions fell 5.17% year-over-year to $66.0 million; the TTM figure through Jun 2026 stood at $320.6 million (up 403.3% YoY), while the FY2025 annual figure was $297.4 million, up 1.95% from the prior year.
- Tax Provisions declined to $66.0 million in Q2 2026 per PFG's latest filing, from $68.9 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.
- Historically, Tax Provisions has averaged $106.9 million across 5 years, with a median of $67.4 million in 2026.
- Annual changes were most pronounced in 2022 — Tax Provisions surged 1271.64% — and 2023, when it plunged 1782.14%.
- Principal Financial's Tax Provisions stood at -$11.2 million in 2022, then slumped by 1782.14% to -$210.8 million in 2023, then surged by 160.96% to $128.5 million in 2024, then grew by 3.89% to $133.5 million in 2025, then slumped by 50.56% to $66.0 million in 2026.
- Business Quant data shows PFG's Tax Provisions at $66.0 million in Q2 2026, $68.9 million in Q1 2026, and $133.5 million in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 677.00 Mn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 452.39 Mn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 246.11 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 336.00 Mn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 162.00 Mn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 396.00 Mn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 305.00 Mn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 329.00 Mn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 155.00 Mn |
| 10 | Principal Financial | 23.89 Bn | -29.08 Bn | 1.91 Bn | 66.00 Mn |
Historic Data
Download 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 |