Principal financial group, inc (PFG)
Income statement / TTM
Mar'20Dec'19Sep'19Jun'19Mar'19Dec'18Sep'18Jun'18Mar'18Dec'17Sep'17Jun'17Mar'17Dec'16Sep'16Jun'16Mar'16Dec'15Sep'15Jun'15Mar'15Dec'14Sep'14Jun'14Mar'14Dec'13Sep'13Jun'13Mar'13Dec'12Sep'12Jun'12Mar'12Dec'11Sep'11Jun'11Mar'11Dec'10Sep'10Jun'10Mar'10Dec'09Sep'09Jun'09Mar'09Sep'08Jun'08
Revenues
Premiums and other considerations

8,432

7,866

7,908

7,806

7,139

6,409

5,824

5,777

5,964

6,217

6,564

5,441

5,264

5,299

4,715

5,269

5,676

5,310

5,364

4,682

3,835

3,722

3,534

3,361

3,263

3,154

2,835

3,290

3,234

3,219

3,188

2,703

2,773

2,891

3,164

3,357

3,473

3,555

3,542

3,610

3,679

3,750

3,870

4,093

0

0

0

Fees and other revenues

4,581

4,409

4,198

4,230

4,236

4,273

4,295

4,020

3,963

3,892

3,822

3,750

3,712

3,627

3,596

3,573

3,558

3,653

3,656

3,649

3,603

3,482

3,451

3,370

3,318

3,222

3,058

2,930

2,762

2,626

2,543

2,504

2,501

2,526

2,543

2,470

2,392

2,337

2,242

2,229

2,190

2,096

2,138

2,210

0

0

0

Net investment income (loss)

4,021

3,998

3,913

3,836

3,688

3,629

3,588

3,506

3,484

3,459

3,461

3,479

3,412

3,296

3,201

3,099

3,089

3,052

3,081

3,098

3,137

3,257

3,259

3,273

3,193

3,138

3,168

3,168

3,219

3,254

3,236

3,267

3,340

3,375

3,424

3,489

3,492

3,495

3,479

3,452

3,435

3,400

3,621

3,759

0

0

0

Net realized capital gains (losses), excluding impairment losses on available-for-sale securities

-

-

-32

-2

-

-46

41

736

578

606

609

-28

97

269

251

242

90

-20

-1

-71

146

92

105

100

-63

-109

-53

98

184

232

151

46

102

75

98

110

10

50

43

64

55

54

41

-74

0

0

0

Net other-than-temporary impairment (losses) recoveries on available-for-sale securities

-

-

12

9

-

-10

9

5

0

28

44

69

70

98

88

73

70

0

-12

-11

-26

-23

-8

-3

35

91

90

122

146

135

206

175

167

147

116

159

225

296

451

558

652

714

719

0

0

0

-

Other-than-temporary impairment losses on fixed maturities, available-for-sale reclassified to (from) other comprehensive income

-

-

29

25

-

39

34

51

62

53

43

13

8

-0

-10

1

0

29

47

60

93

101

115

110

74

24

5

-13

-32

-17

-64

-20

6

49

80

39

-23

-56

-476

-425

-306

-260

0

0

0

-

-

Net impairment (losses) recoveries on available-for-sale securities

-

-

41

34

-

29

44

57

62

81

88

83

79

98

78

74

70

30

35

49

66

78

107

106

110

116

95

109

114

118

141

155

173

197

207

209

213

240

288

356

436

453

557

486

0

0

0

Net realized capital gains (losses)

-5

-52

-74

-37

34

-75

-3

679

515

524

520

-111

17

171

173

167

19

-51

-36

-121

80

14

-2

-6

-173

-225

-149

-10

69

114

9

-108

-71

-122

-108

-98

-202

-190

-245

-291

-380

-398

-515

-560

0

0

0

Total revenues

17,029

16,222

15,945

15,835

15,097

14,237

13,704

13,984

13,927

14,093

14,369

12,559

12,406

12,394

11,687

12,110

12,343

11,964

12,065

11,308

10,656

10,477

10,242

9,997

9,601

9,289

8,912

9,377

9,285

9,215

8,978

8,366

8,544

8,670

9,024

9,218

9,156

9,198

9,018

9,000

8,924

8,849

9,114

9,502

0

0

0

Expenses
Benefits, claims and settlement expenses

10,569

9,905

9,921

9,723

8,976

8,192

7,554

7,416

7,576

7,822

8,133

7,110

6,912

6,913

6,337

6,725

7,119

6,697

6,781

6,026

5,239

5,231

5,006

4,989

4,816

4,683

4,440

4,991

5,005

5,123

5,088

4,556

4,640

4,616

4,769

4,974

5,117

5,204

5,309

5,305

5,303

5,334

5,555

5,872

0

0

0

Dividends to policyholders

117

119

121

122

123

123

124

125

120

124

127

139

152

156

162

157

160

163

166

169

173

177

179

183

186

189

192

193

195

197

201

203

206

210

213

214

217

219

218

227

235

242

258

265

0

0

0

Operating expenses

4,846

4,503

4,337

4,200

4,144

4,136

4,169

3,997

3,935

3,893

3,790

3,777

3,776

3,732

3,667

3,709

3,650

3,672

3,678

3,649

3,666

3,574

3,568

3,410

3,326

3,292

3,204

3,246

3,174

2,933

2,839

2,798

2,808

2,971

3,109

3,085

3,030

2,988

2,743

2,635

2,514

2,526

2,617

2,717

0

0

0

Total expenses

15,534

14,528

14,380

14,046

13,244

12,452

11,848

11,539

11,632

11,841

12,050

11,027

10,841

10,802

10,167

10,592

10,931

10,533

10,626

9,845

9,079

8,982

8,754

8,583

8,329

8,165

7,837

8,431

8,375

8,255

8,128

7,558

7,655

7,797

8,093

8,275

8,365

8,412

8,271

8,168

8,052

8,103

8,431

8,855

0

0

0

Income (loss) before income taxes

1,495

1,693

1,564

1,788

1,853

1,784

1,856

2,445

2,295

2,252

2,318

1,531

1,565

1,591

1,519

1,517

1,412

1,430

1,439

1,463

1,576

1,494

1,487

1,414

1,272

1,124

1,075

946

910

960

849

808

889

872

930

943

790

785

747

831

872

745

682

647

0

0

0

Income taxes (benefits)

218

249

204

252

250

230

-308

-73

-78

-72

498

197

219

229

237

262

219

177

163

236

295

318

341

261

202

187

162

94

116

134

108

192

202

198

216

152

104

104

93

125

145

100

83

68

0

0

0

Net income (loss)

1,277

1,444

1,360

1,535

1,603

1,553

2,164

2,518

2,373

2,324

1,819

1,334

1,346

1,361

1,281

1,255

1,193

1,253

1,275

1,227

1,281

1,176

1,146

1,152

1,070

936

912

852

794

825

740

616

687

674

714

791

686

680

654

706

726

645

599

578

0

0

0

Net income (loss) attributable to noncontrolling interest

23

49

30

26

24

7

13

12

14

14

33

49

48

45

29

11

13

19

16

19

16

32

39

40

42

23

18

16

13

18

14

5

26

36

47

53

31

17

12

22

26

23

28

23

0

0

0

Net income (loss) attributable to Principal Financial Group, Inc.

1,253

1,394

1,329

1,509

1,579

1,546

2,151

2,505

2,358

2,310

1,786

1,284

1,297

1,316

1,252

1,244

1,179

1,234

1,259

1,207

1,264

1,144

1,107

1,112

1,028

912

894

835

781

806

725

610

660

638

667

737

654

662

641

684

700

622

570

554

0

0

0

Preferred stock dividends

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

16

24

33

33

33

33

33

33

33

33

33

33

33

33

33

33

33

33

33

33

33

33

33

33

33

32

33

0

0

0

Excess of redemption value over carrying value of preferred shares redeemed

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

0

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Net income (loss) available to common stockholders

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

1,209

1,226

1,166

1,231

1,111

1,074

1,079

995

879

861

802

748

773

692

577

627

605

634

704

621

629

608

651

667

589

537

521

0

0

0

Earnings per common share
Basic earnings per common share (in dollars per share)

1.05

1.09

0.99

1.38

1.54

0.85

1.60

1.59

1.37

2.92

2.80

1.07

1.21

1.11

1.07

1.11

1.26

0.86

1.02

0.82

1.41

0.92

0.78

1.04

0.96

0.79

0.83

0.76

0.61

0.72

0.64

0.56

0.68

0.44

0.23

0.68

0.57

0.51

0.44

0.42

0.60

0.45

0.58

0.52

0.43

0.35

0.65

Diluted earnings per common share (in dollars per share)

1.04

1.08

0.98

1.37

1.53

0.83

1.59

1.58

1.36

2.87

2.76

1.06

1.19

1.09

1.06

1.10

1.25

0.85

1.01

0.81

1.39

0.90

0.77

1.03

0.95

0.77

0.82

0.75

0.61

0.72

0.63

0.56

0.68

0.45

0.23

0.67

0.56

0.50

0.44

0.42

0.59

0.45

0.57

0.52

0.43

0.35

0.64

Dividends declared per common share (in dollars per share)

-

-

-

-

-

-

-

-

-

-

0.47

0.46

0.45

-

0.41

0.39

0.38

0.38

0.38

0.38

0.36

0.34

0.34

0.32

0.28

-

0.26

0.23

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-