Every 10-Q that Principal Financial Group, Inc. (PFG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow PFG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PFG filings page.
Principal Financial Group, Inc. reported total assets of $352,752.3 million as of June 30, 2026, up from $341,376.5 million, including investments of $113,001.6 million and separate account assets of $202,396.0 million. Total liabilities were $339,862.8 million and stockholders’ equity was $12,177.8 million.
For Q2 2026, total revenues were $3,905.8 million and net income attributable to Principal Financial Group, Inc. was $403.4 million, or diluted EPS of $1.84. For the first six months of 2026, net income attributable to the company increased to $828.0 million with diluted EPS of $3.77. Net cash provided by operating activities was $2,264.5 million, while the company repurchased $488.2 million of common stock and paid $350.0 million in common dividends in the first half of 2026.
Principal Financial Group, Inc. reported much stronger results for the three months ended March 31, 2026. Total revenues were $3,529.1 million, slightly below $3,695.9 million a year earlier, but total expenses fell to $3,047.3 million from $3,667.0 million, sharply improving profitability.
Income before income taxes increased to $481.8 million from $28.9 million, and net income attributable to Principal Financial Group, Inc. jumped to $424.6 million from $48.1 million. Diluted earnings per common share rose to $1.93, compared with $0.21 in the prior-year quarter.
Total assets were $332.7 billion as of March 31, 2026, down from $341.4 billion at year-end 2025, while total stockholders’ equity was $11.8 billion. Operating cash flow was $187.1 million, compared with $977.3 million in the first quarter of 2025. Other comprehensive income turned negative, driven mainly by net unrealized losses on available-for-sale securities.
Principal Financial Group reported a solid rebound in profitability for the quarter ended September 30, 2025. Net income attributable to the company was $213.8 million, compared with a net loss of $220.0 million a year earlier, as revenues rose to $3,681.6 million from $3,011.6 million. Premiums, fees and net investment income all increased, and net realized capital gains improved, while the negative impact from the change in fair value of a funds withheld embedded derivative was smaller than in the prior year.
Total expenses also increased to $3,433.2 million, but the revenue growth more than offset this, lifting basic earnings per share to $0.96 from a loss of $0.95. For the first nine months of 2025, net income attributable to the company was $668.1 million, slightly above the prior year. The balance sheet remained large and stable, with total assets of $334.5 billion, total liabilities of $322.4 billion and total stockholders’ equity of $11.7 billion, and unrealized losses in accumulated other comprehensive loss narrowed versus year-end.