Segment Retirement And Income Solutions — Net Investment Income
Principal Financial Group Segment Retirement And Income Solutions — Net Investment Income increased by 1.3% to $896.60M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 8.9%, from $823.70M to $896.60M. Over 4 years (FY 2021 to FY 2025), Segment Retirement And Income Solutions — Net Investment Income shows an upward trend with a 5.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Higher income indicates strong investment performance or a larger asset base, which is critical for supporting long-term policy obligations.
Detailed definition
This represents the income generated from the investment portfolio held by the retirement and income solutions segment,...
Peer comparison
Commonly referred to as 'Net Investment Income' across all insurance and asset management firms.
pfg_segment_segment_retirement_and_income_solutions_net_investment_incomeHistorical Data
| 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 | $560.90M | $585.40M | $1.03B | $695.90M | $437.60M | $549.30M | $591.30M | $624.90M | $636.70M | $672.20M | $740.50M | $728.20M | $754.60M | $761.50M | $817.30M | $823.70M | $836.90M | $860.40M | $884.70M | $896.60M |
| QoQ Change | — | +4.4% | +76.1% | -32.5% | -37.1% | +25.5% | +7.6% | +5.7% | +1.9% | +5.6% | +10.2% | -1.7% | +3.6% | +0.9% | +7.3% | +0.8% | +1.6% | +2.8% | +2.8% | +1.3% |
| YoY Change | — | — | — | — | -22.0% | -6.2% | -42.6% | -10.2% | +45.5% | +22.4% | +25.2% | +16.5% | +18.5% | +13.3% | +10.4% | +13.1% | +10.9% | +13.0% | +8.2% | +8.9% |
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Frequently Asked Questions
- What is Principal Financial Group's segment retirement and income solutions — net investment income?
- Principal Financial Group (PFG) reported segment retirement and income solutions — net investment income of $896.60M in Q1 2026.
- How has Principal Financial Group's segment retirement and income solutions — net investment income changed year-over-year?
- Principal Financial Group's segment retirement and income solutions — net investment income increased by 8.9% year-over-year, from $823.70M to $896.60M.
- What is the long-term trend for Principal Financial Group's segment retirement and income solutions — net investment income?
- Over 4 years (2021 to 2025), Principal Financial Group's segment retirement and income solutions — net investment income has grown at a 5.7% compound annual growth rate (CAGR), from $2.73B to $3.41B.
- What does segment retirement and income solutions — net investment income mean?
- The profit earned from the segment's investment portfolio.