Principal Financial (PFG) Tax Provisions (2009 - 2026)
Principal Financial (PFG) posted Tax Provisions of $66 million for Q2 2026, down 5.2% from $69.6 million a year earlier and down 4.2% from the prior quarter.
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Analysis
Principal Financial (PFG) Tax Provisions (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Provisions at Principal Financial was $259.8 million, up 79.0% year-over-year; for FY2025, it was $160.5 million, down 45.0% from FY2024.
- Annual Tax Provisions shows a five-year compound annual growth rate of -9.5% (FY2020 to FY2025).
- In prior years, Principal Financial's Tax Provisions was $291.7 million in FY2024 (+324.6%), $68.7 million in FY2023 (-94.2%), $1.19 billion in FY2022 (+319.0%) and $283.9 million in FY2021 (+7.1%).
- Quarterly Tax Provisions has run from a low of -$268 million in Q4 2023 to a high of $836.7 million in Q2 2022 over five years.
- The strongest year-over-year quarter for Tax Provisions in the past five years was Q3 2022, with growth of 415.4%; the weakest was Q2 2023, with a decline of 92.8%.
- According to Business Quant data, Tax Provisions for the three prior quarters was $68.9 million (Q1 2026), $110.4 million (Q4 2025) and $14.5 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.19 Bn | 124.32 Bn | - | 677.00 Mn |
| 2 | Spdr Gold Trust | 137.10 Bn | -420.90 Bn | - | - |
| 3 | Blackstone | 87.94 Bn | 77.92 Bn | - | 452.39 Mn |
| 4 | Brookfield | 84.29 Bn | -99.03 Bn | - | 336.00 Mn |
| 5 | Kkr | 80.45 Bn | 600.79 Mn | - | 246.11 Mn |
| 6 | Brookfield Asset Management | 73.60 Bn | 68.41 Bn | - | 162.00 Mn |
| 7 | Apollo Global Management | 66.12 Bn | -16.68 Bn | 10.56 Bn | 396.00 Mn |
| 8 | Wheaton Precious Metals | 59.86 Bn | 55.29 Bn | 687.86 Mn | 101.80 Mn |
| 9 | Franco Nevada | 46.95 Bn | 44.31 Bn | 451.00 Mn | 104.90 Mn |
| 10 | Principal Financial | 23.43 Bn | -411.29 Mn | 1.91 Bn | 66.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 66.00 Mn |
| 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 | -268.00 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 |
API Access
Principal Financial Tax Provisions API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-provisions&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-provisions", "ticker": "PFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-provisions&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();