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Principal Financial Group Income Statement

Revenue, expenses, and profitability over time

Principal Financial Group generated $15.5B in trailing twelve-month revenue, down 0.0% year-over-year. Net income was $1.6B with a 10.1% net margin. Diluted EPS is $6.97, which grew 0.5% year-over-year. Based on the Q1 2026 filing.

Total Revenue (TTM)$15.5BNet Income (TTM)$1.6BEps Diluted (TTM)$6.97
Latest FilingQ1 2026
Report Date2026-04-29
Market Cap$23.7B
P/E Ratio15.17
ROE13.56%

Earnings Per Share

MetricQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Basic earnings per share$3.92$0.21$1.81$0.96$2.34$1.96
Diluted earnings per share$3.87$0.21$1.79$0.95$2.30$1.93

Other Income & Expense

MetricQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Gain (loss) on disposal of assets-$88.6M-$117.1M$5.4M$85.7M$53.7M-$122.1M

Tax

MetricQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Income tax expense$209.9M-$34M$69.6M$14.5M$110.4M$68.9M

Revenue

MetricQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Net premiums earned$1.8B$1.8B$1.4B$1.5B$2.1B$1.1B
Change In Fair Value Of Funds Withheld Embedded Derivative$794.3M-$209.7M$20.3M-$265.9M—$177.4M
Gain Loss On Funds Withheld Assets—$28M$3.7M-$200K$11.7M$9.4M
Investment Advisory Asset Management And Insurance Fees And Commissions$1.1B$1.1B$1.1B$1.1B$1.1B$1.1B
Market risk benefits gains (losses)-$7.6M-$34.7M-$14.3M-$4M-$10.1M-$40.5M
Net investment income$1.1B$1.2B$1.2B$1.2B$1.2B$1.2B
Total revenue$4.8B$3.7B$3.7B$3.7B$4.6B$3.5B

Operating Expenses

MetricQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Policyholder Benefits And Claims Incurred Net$2.1B$2.2B$1.8B$2B$2.5B$1.6B

Other

MetricQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Benefits, Losses and Expenses$3.6B$3.7B$3.2B$3.4B$3.9B$3B
Income Loss From Continuing Operations Before Income Taxes$1.1B$28.9M$503.1M$248.4M$635.6M$481.8M
Liability for Future Policy Benefit, Remeasurement Gain (Loss)-$105.8M-$2.2M$4.3M-$60.9M$0$14.7M
Net Investment Income$1.1B$1.2B$1.2B$1.2B$1.2B$1.2B
Operating Expenses Including Deferred Acquisition Costs Capitalization And Amortization$1.4B$1.4B$1.3B$1.4B$1.4B$1.4B
Policyholder Dividends, Expense$31.8M$19.1M$22.9M$30M$19.7M$30.6M