PFGPrincipal Financial Group
The financials
Principal Financial Group by the numbers
Principal Financial Group (PFG) reported revenue of $4.62B in Q3 2026 (quarter ended Sep 30, 2026), up 25% from the same quarter a year earlier. That came with net income of $632M (14% of revenue). For the full year FY2025, revenue was $15.6B (−3.1% year on year) and net income $1.19B. Its largest segment in Q2 2026 (quarter ended Jun 30, 2026) was Segment Retirement And Income Solutions at $1.88B, 48% of the disclosed total, ahead of Segment Benefits And Protection at 32%. The next results filing is expected around Feb 8, 2027, the same week as a year ago.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $4.62B | $3.68B | +25% |
| Net income | $632M | $214M | +196% |
| Diluted EPS | $2.91 | $0.95 | +206% |
| Operating | Revenue | Share |
|---|---|---|
| Segment Retirement And Income Solutions | $1.88B | 48% |
| Segment Benefits And Protection | $1.27B | 32% |
| Segment Principal Asset Management | $791M | 20% |
Over its last three fiscal years Principal Financial Group booked income tax of 13.4% of its pretax profit, 17.2% once deferred tax is taken out, below the 21.3% median for US companies in our tax study.
Business segments
Revenue split by operating segment, from SEC XBRL filings.
- Segment Retirement And Income Solutions$1.88B$1.88Bvs last quarter +24%vs a year ago +9.5%+24%+9.5%
- Segment Benefits And Protection$1.27B$1.27Bvs last quarter +1.6%vs a year ago +2.2%+1.6%+2.2%
- Segment Principal Asset Management$791.4M$791.4Mvs last quarter +16%vs a year ago +13%+16%+13%
- Segment Corporate−$166.6M−$166.6Mvs last quarter n/avs a year ago n/an/an/a
Asset Management
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