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Principal Financial Group PFG Net investment income

Net investment income at other companies

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MetLifeMET
$5.36B+9.6%
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Prudential FinancialPRU
$5.67B+10.4%
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$1.28B+2.9%
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Voya FinancialVOYA
$569M+1.6%
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$187M+8.1%
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Corebridge FinancialCRBG

Segments

By segment

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Segment Retirement And Income Solutions$922.6M+10.2%
Segment Principal Asset Management$228M+58.3%
Segment Benefits And Protection$121M+4.1%
Segment Corporate$47.6M+4.4%

Other financials

Income statement

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Revenue$3.9B+6.4%
Net income$403.4M-0.7%
EPS (diluted)$1.84+2.8%

Balance sheet

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Cash & equivalents$5.3B+43.7%
Total debt$4.3B+10.0%
Total equity$12.1B+6.4%
Total assets$352.75B+9.2%

Cash flow

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Operating cash flow$2.1B+156%

Valuation

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Market cap$24.4B+40.7%
Enterprise value$23.48B+33.2%
P/E15.7×+0.4×
P/S1.6×+0.4×

Profitability

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Net margin9.9%+2.4pp

Returns & leverage

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Return on equity13.2%+3.1pp
Debt / equity0.4×0.0×

Where this comes from

Reported directly by Principal Financial Group in its filing.

Tagged under the XBRL concept us-gaap:NetInvestmentIncome.

The official record: Principal Financial Group’s 10-Q, filed July 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Principal Financial Group's net investment income?
Principal Financial Group (PFG) reported net investment income of $1.3B in Q2 2026.
How has Principal Financial Group's net investment income changed year-over-year?
Principal Financial Group's net investment income increased by 12.0% year-over-year, from $1.16B to $1.3B.
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 1.8% compound annual growth rate (CAGR), from $4.41B to $4.73B.
What does net investment income mean?
Net investment income consists of interest, dividends, and other income earned on the company's investment portfolio, net of related investment expenses. It is a critical component of profitability for insurance companies that hold large pools of assets to back future policy liabilities.