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

Historic Tax Rate for Principal Financial (PFG) over the last 17 years, with Q3 2025 value amounting to 5.84%.

  • Principal Financial's Tax Rate fell 283400.0% to 5.84% in Q3 2025 from the same period last year, while for Sep 2025 it was 13.74%, marking a year-over-year decrease of 253500.0%. This contributed to the annual value of 15.44% for FY2024, which is 16000.0% down from last year.
  • Per Principal Financial's latest filing, its Tax Rate stood at 5.84% for Q3 2025, which was down 283400.0% from 13.83% recorded in Q2 2025.
  • Principal Financial's 5-year Tax Rate high stood at 466.67% for Q4 2022, and its period low was 117.65% during Q1 2025.
  • For the 5-year period, Principal Financial's Tax Rate averaged around 34.58%, with its median value being 15.9% (2021).
  • Its Tax Rate has fluctuated over the past 5 years, first skyrocketed by 4525700bps in 2022, then tumbled by -4476300bps in 2023.
  • Over the past 5 years, Principal Financial's Tax Rate (Quarter) stood at 14.1% in 2021, then soared by 3211bps to 466.67% in 2022, then tumbled by -96bps to 19.04% in 2023, then fell by -1bps to 18.87% in 2024, then plummeted by -69bps to 5.84% in 2025.
  • Its Tax Rate stands at 5.84% for Q3 2025, versus 13.83% for Q2 2025 and 117.65% for Q1 2025.