Business Segments · Net Investment Income

Segment Principal Asset Management — Net Investment Income

Principal Financial Group Segment Principal Asset Management — Net Investment Income decreased by 14.3% to $126.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 11.6%, from $142.50M to $126.00M. Over 4 years (FY 2021 to FY 2025), Segment Principal Asset Management — Net Investment Income shows a downward trend with a -6.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2021
Last reportedQ1 2026

How to read this metric

Higher income reflects strong investment performance or a larger capital base, while lower income may result from market volatility or lower interest rate environments.

Detailed definition

This metric reflects the income earned on the segment's own investment portfolio, including interest, dividends, and rea...

Peer comparison

Standard 'Net Investment Income' reported by insurance and asset management companies.

Metric ID: pfg_segment_segment_principal_asset_management_net_investment_income

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$191.68M$191.68M$191.68M$205.30M$304.40M$245.50M$145.50M$184.10M$175.40M$130.80M$146.50M$127.20M$138.80M$179.00M$135.40M$142.50M$144.00M$153.10M$147.10M$126.00M
QoQ Change+0.0%+0.0%+7.1%+48.3%-19.3%-40.7%+26.5%-4.7%-25.4%+12.0%-13.2%+9.1%+29.0%-24.4%+5.2%+1.1%+6.3%-3.9%-14.3%
YoY Change+58.8%+28.1%-24.1%-10.3%-42.4%-46.7%+0.7%-30.9%-20.9%+36.9%-7.6%+12.0%+3.7%-14.5%+8.6%-11.6%
Range$126.00M$304.40M
CAGR-8.5%
Avg YoY Growth-3.8%
Median YoY Growth-9.0%
Current Streak2 quarters decline

Frequently Asked Questions

What is Principal Financial Group's segment principal asset management — net investment income?
Principal Financial Group (PFG) reported segment principal asset management — net investment income of $126.00M in Q1 2026.
How has Principal Financial Group's segment principal asset management — net investment income changed year-over-year?
Principal Financial Group's segment principal asset management — net investment income decreased by 11.6% year-over-year, from $142.50M to $126.00M.
What is the long-term trend for Principal Financial Group's segment principal asset management — net investment income?
Over 4 years (2021 to 2025), Principal Financial Group's segment principal asset management — net investment income has grown at a -6.5% compound annual growth rate (CAGR), from $766.70M to $586.70M.
What does segment principal asset management — net investment income mean?
The profit earned from the segment's own investment portfolio.