Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Consolidated Net IncomeEBITEBITDAEBTEPS (Basic)EPS (Weighted Average and Diluted)Equity IncomeGross ProfitIncome from Continuing OperationsIncome from Non-Controlling InterestsIncome towards Parent CompanyInterest Income - NetInterest Income - TotalNet Income towards Common StockholdersNon Operating IncomeNon Operating Investment IncomeOperating ExpensesOperating IncomeOther Operating ExpensesProfit After TaxProvisionsRevenueShares OutstandingShares Outstanding (Weighted Average)Tax ProvisionsTax Rate
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Ratios

Principal Financial (PFG) Tax Rate (2016 - 2025)

Principal Financial (PFG) has disclosed Tax Rate for 16 consecutive years, with 0.25% as the latest value for Q3 2025.

  • On a quarterly basis, Tax Rate fell 3442.0% to 0.25% in Q3 2025 year-over-year; TTM through Sep 2025 was 1.24%, a 19939.0% decrease, with the full-year FY2025 number at 11.33%, changed N/A from a year prior.
  • Tax Rate was 0.25% for Q3 2025 at Principal Financial, down from 5.99% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 597.09% in Q4 2022 to a low of 23.23% in Q4 2021.
  • A 5-year average of 65.22% and a median of 17.63% in 2023 define the central range for Tax Rate.
  • Peak YoY movement for Tax Rate: soared 62032bps in 2022, then plummeted -57946bps in 2023.
  • Principal Financial's Tax Rate stood at 23.23% in 2021, then soared by 2670bps to 597.09% in 2022, then plummeted by -97bps to 17.63% in 2023, then soared by 94bps to 34.17% in 2024, then tumbled by -101bps to 0.25% in 2025.
  • Per Business Quant, the three most recent readings for PFG's Tax Rate are 0.25% (Q3 2025), 5.99% (Q2 2025), and 34.17% (Q3 2024).