Other
Net Investment Income
Principal Financial Group Net Investment Income decreased by 0.2% to $1.20B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.9%, from $1.17B to $1.20B. Over 4 years (FY 2021 to FY 2025), Net Investment Income shows relatively stable performance with a 1.7% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementIncome Statement
SectionOther
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2026Apr 29, 2026
How to read this metric
An increase indicates higher returns on invested assets, while a decrease may suggest lower yields or a smaller asset base.
Detailed definition
Represents the total interest, dividends, and other income generated from the company's investment portfolio, net of inv...
Peer comparison
Standard across all insurance and financial services firms as a key non-underwriting profit driver.
Metric ID:
other_net_investment_incomeHistorical Data
20 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.05B | $1.09B | $1.26B | $1.13B | $819.90M | $911.70M | $981.40M | $986.70M | $988.10M | $989.20M | $1.13B | $1.07B | $1.09B | $1.17B | $1.12B | $1.17B | $1.16B | $1.20B | $1.20B | $1.20B |
| QoQ Change | — | +4.6% | +15.5% | -10.9% | -27.2% | +11.2% | +7.6% | +0.5% | +0.1% | +0.1% | +14.0% | -4.9% | +1.3% | +7.5% | -3.8% | +3.8% | -0.2% | +3.2% | +0.1% | -0.2% |
| YoY Change | — | — | — | — | -21.6% | -16.6% | -22.3% | -12.3% | +20.5% | +8.5% | +14.9% | +8.7% | +9.9% | +18.0% | -0.4% | +8.7% | +7.1% | +2.8% | +7.0% | +2.9% |
Range$819.90M – $1.26B
CAGR+2.9%
Avg YoY Growth+2.2%
Median YoY Growth+7.0%
Business Segments
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Segment Retirement And Income Solutions | $754.60M | $761.50M | $817.30M | $823.70M | $836.90M | $860.40M | $884.70M | $896.60M |
| Segment Principal Asset Management | $138.80M | $179.00M | $135.40M | $142.50M | $144.00M | $153.10M | $147.10M | $126.00M |
| Segment Benefits And Protection | $102.10M | $103.70M | $284.90M | $95.40M | $116.20M | $115.30M | $306.10M | $98.40M |
| Segment Corporate | $29.70M | $58.50M | $82.80M | $56.70M | $45.60M | $42.00M | $65.70M | $61.60M |
| Total | $1.09B | $1.17B | $1.12B | $1.17B | $1.16B | $1.20B | $1.20B | $1.20B |
Net Investment Income at Other Companies
Frequently Asked Questions
- What is Principal Financial Group's net investment income?
- Principal Financial Group (PFG) reported net investment income of $1.20B in Q1 2026.
- How has Principal Financial Group's net investment income changed year-over-year?
- Principal Financial Group's net investment income increased by 2.9% year-over-year, from $1.17B to $1.20B.
- What is the long-term trend for Principal Financial Group's net investment income?
- Over 4 years (2021 to 2025), Principal Financial Group's net investment income has grown at a 1.7% compound annual growth rate (CAGR), from $4.43B to $4.73B.
- What does net investment income mean?
- The profit earned from the company's investment portfolio after deducting investment expenses.