Principal Financial (PFG) Cash & Current Investments (2009 - 2026)

Principal Financial (PFG) has reported Cash & Current Investments for 18 consecutive years, with $53.0 billion the latest figure, recorded in Q2 2026.

• On a quarterly basis, Cash & Current Investments rose 9.18% year-over-year to $53.0 billion in Q2 2026; TTM through Jun 2026 was $53.0 billion, a 9.18% increase from a year earlier, with the FY2025 full-year figure at $5.7 billion, up 8.4% from the prior year.
• Cash & Current Investments was $53.0 billion for Q2 2026 at Principal Financial, up from $50.9 billion in the prior quarter.
• Over five years, Cash & Current Investments peaked at $56.2 billion in Q1 2022 and troughed at $5.2 billion in Q4 2024.
• A 5-year average of $40.4 billion and a median of $48.7 billion in 2025 frame the typical range for Cash & Current Investments.
• The widest YoY moves for Cash & Current Investments: up 103.64% in 2022, down 18.07% in 2022.
• Over 5 years, Cash & Current Investments stood at $5.6 billion in 2022, then slipped by 1.16% to $5.5 billion in 2023, then dropped by 5.57% to $5.2 billion in 2024, then gained by 8.4% to $5.7 billion in 2025, then surged by 833.37% to $53.0 billion in 2026.
• The last three Cash & Current Investments figures came in at $53.0 billion (Q2 2026), $50.9 billion (Q1 2026), and $5.7 billion (Q4 2025), per Business Quant data.