Principal Financial (PFG) Tax Rate (2009 - 2026)
Principal Financial (PFG) posted Tax Rate of 13.30% for Q2 2026, down 0.54 percentage points from 13.83% a year earlier and down 1.00 percentage points from the prior quarter.
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Analysis
Principal Financial (PFG) Tax Rate (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Principal Financial was 13.95%, up 3.21 percentage points year-over-year; for FY2025, it was 11.33%, down 4.10 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of -4.31 percentage points (FY2020 to FY2025).
- In prior years, Principal Financial's Tax Rate was 15.44% in FY2024 (+6.14 pp), 9.30% in FY2023 (-10.57 pp), 19.87% in FY2022 (+5.01 pp) and 14.86% in FY2021 (-0.79 pp).
- Quarterly Tax Rate has run from a low of -117.65% in Q1 2025 to a high of 466.67% in Q4 2022 over five years.
- On a year-over-year basis, Tax Rate increased in two of the last eight quarters, with an average year-over-year change of -3.79 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q4 2022, with a gain of 452.57 percentage points; the weakest was Q4 2023, with a drop of 442.46 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was 14.30% (Q1 2026), 17.37% (Q4 2025) and 5.84% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 16.11% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 17.91% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 12.14% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 23.17% |
| 10 | Principal Financial | 24.03 Bn | 903.68 Mn | 1.91 Bn | 13.30% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 13.30% |
| Mar 31, 2026 | 14.30% |
| Dec 31, 2025 | 17.37% |
| Sep 30, 2025 | 5.84% |
| Jun 30, 2025 | 13.83% |
| Dec 31, 2024 | 18.87% |
| Jun 30, 2024 | 19.62% |
| Mar 31, 2024 | 15.17% |
| Sep 30, 2023 | 22.11% |
| Jun 30, 2023 | 13.21% |
| Sep 30, 2022 | 20.04% |
| Jun 30, 2022 | 21.07% |
| Mar 31, 2022 | 9.30% |
| Dec 31, 2021 | 14.10% |
| Sep 30, 2021 | 14.90% |
| Jun 30, 2021 | 14.10% |
| Mar 31, 2021 | 15.90% |
| Dec 31, 2020 | 16.92% |
| Sep 30, 2020 | 14.25% |
| Jun 30, 2020 | 16.55% |
API Access
Principal Financial Tax Rate 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-rate&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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-rate&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();