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.
Higher income suggests effective asset management or a larger investment base, while lower income may reflect a conservative portfolio or declining interest rate environments.
This metric captures the income generated from the company's investment portfolio, including interest, dividends, and re...
Common for all life and supplemental insurers; highly dependent on the company's asset allocation strategy.
revenue_net_investment_income| 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% |
| 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 |