Principal Financial Group, Inc. (PFG) Tax Rate: 11.33%
Is Principal Financial Group, Inc.’s tax rate high or low?
Principal Financial Group, Inc.'s tax rate of 11.33% is 21% below its 5-year average of 14.41%, near the low end of its 5-year range (9.30%–19.87%).
15.35% below its 12-month average of 13.38%.
PFG Tax Rate Chart
PFG Average Tax Rate Chart
PFG Current vs Average Tax Rate Chart
PFG Tax Rate Metrics
TAX RATE
11.33%
TAX RATE AVG TTM
13.38%
TAX RATE AVG 3Y
13.98%
TAX RATE AVG 5Y
14.41%
TAX RATE AVG 10Y
12.52%
TAX RATE AVG 15Y
14.12%
TAX RATE AVG 20Y
14.31%
CURRENT VS TTM AVG
-15.35%
CURRENT VS 3Y AVG
-18.98%
CURRENT VS 5Y AVG
-21.36%
CURRENT VS 10Y AVG
-9.52%
CURRENT VS 15Y AVG
-19.74%
CURRENT VS 20Y AVG
-20.85%
Principal Financial Group, Inc. Tax Rate Formula & Definition
Tax rate measures income tax expense as a percentage of income before tax. It helps compare tax efficiency and identify unusual tax effects.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Principal Financial Group, Inc. Tax Rate FAQ
- What is the tax rate for Principal Financial Group, Inc. (PFG)?
- The tax rate for PFG stock is 11.33%.
- Is Principal Financial Group, Inc.'s tax rate high or low?
- Principal Financial Group, Inc.'s tax rate of 11.33% is 21% below its 5-year average of 14.41%, near the low end of its 5-year range (9.30%–19.87%).
- What is the TTM average tax rate for Principal Financial Group, Inc. (PFG)?
- The TTM average tax rate for PFG stock is 13.38%.
- What is the 3Y average tax rate for Principal Financial Group, Inc. (PFG)?
- The 3Y average tax rate for PFG stock is 13.98%.
- What is the 5Y average tax rate for Principal Financial Group, Inc. (PFG)?
- The 5Y average tax rate for PFG stock is 14.41%.
- What is the 10Y average tax rate for Principal Financial Group, Inc. (PFG)?
- The 10Y average tax rate for PFG stock is 12.52%.
- What is the 15Y average tax rate for Principal Financial Group, Inc. (PFG)?
- The 15Y average tax rate for PFG stock is 14.12%.
- What is the 20Y average tax rate for Principal Financial Group, Inc. (PFG)?
- The 20Y average tax rate for PFG stock is 14.31%.
Principal Financial Group, Inc. Tax Rate History
| DATE | TAX RATE |
|---|---|
| 2025-12-31 | 11.33% |
| 2024-12-31 | 15.44% |
| 2023-12-31 | 9.30% |
| 2022-12-31 | 19.87% |
| 2021-12-31 | 14.86% |
| 2020-12-31 | 15.65% |
| 2019-12-31 | 14.72% |
| 2018-12-31 | 12.93% |
| 2017-12-31 | -3.21% |
| 2016-12-31 | 14.44% |
| 2015-12-31 | 12.41% |
| 2014-12-31 | 21.31% |
| 2013-12-31 | 16.72% |
| 2012-12-31 | 14.02% |
| 2011-12-31 | 22.72% |
| 2010-12-31 | 13.35% |
| 2009-12-31 | 13.42% |
| 2008-12-31 | -0.98% |
| 2007-12-31 | 19.41% |
| 2006-12-31 | 22.23% |
| 2005-12-31 | 20.67% |
| 2004-12-31 | 20.32% |
| 2003-12-31 | 21.57% |
| 2002-12-31 | -20.16% |
| 2001-12-31 | 25.03% |
| 2000-12-31 | 0.00% |
Related Metrics
About Principal Financial Group, Inc.
Principal Financial Group, Inc., established in 1879 and headquartered in Des Moines, Iowa, is a global financial services organization. It offers a comprehensive suite of retirement plans, investment management expertise, and insurance policies to a diverse clientele, including businesses, individual investors, and institutional clients worldwide. The company's operations are divided into four primary segments: 1. Retirement and Income Solutions: This division is dedicated to facilitating retirement savings and income generation through various asset accumulation products and services. Its offerings encompass plans like 401(k)s and 403(b)s, traditional defined benefit pensions, specialized executive benefits, employee stock ownership plans, equity compensation, and pension risk transfer services. Additionally, it provides individual retirement accounts, investment-only products, mutual funds, individual variable annuities, and banking services. 2. Principal Global Investors: This segment manages a wide array of investment portfolios, spanning equities, fixed income, real estate, and alternative investments. It also provides strategic services such as asset allocation, stable value management, and other structured investment methodologies. 3. Principal International: Focused on specific international markets, including Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia, this segment delivers products for pension accumulation, mutual funds, asset management, income annuities, life insurance accumulation, and voluntary savings programs. 4. U.S. Insurance Solutions: Within the United States, this segment delivers various insurance products. These include specialty group benefits like dental, vision, and life insurance, as well as both group and individual disability coverage, alongside the administration of these group benefits. It also offers individual life insurance options, such as universal, variable universal, indexed universal, and term policies. Furthermore, this segment tailors insurance solutions for small and medium-sized businesses, their owners, and executives.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Deanna Dawnette Strable-Soethout