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

Principal Financial's (PFG) quarterly Cash & Current Investments came in at $50.9 billion in Q1 2026, up 881.25% year-on-year from $5.2 billion in Q1 2025, and up 796.19% on a QoQ basis from $5.7 billion in Q4 2025.

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

Principal Financial (PFG) has 18 years of Cash & Current Investments data on file, last reported at $50.9 billion in Q1 2026.

  • On a quarterly basis, Cash & Current Investments rose 881.25% year-over-year to $50.9 billion in Q1 2026; TTM through Mar 2026 was $50.9 billion, a 881.25% 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 for Q1 2026 stood at $50.9 billion, up from $5.7 billion in the prior quarter.
  • Over the last five years, Cash & Current Investments for PFG reached as high as $50.9 billion in Q1 2026 and fell as low as $3.2 billion in Q1 2022.
  • Historically, Cash & Current Investments has averaged $18.1 billion across 5 years, with a median of $5.6 billion in 2022.
  • Across the five-year window, Cash & Current Investments surged 1499.81% in 2023 and plunged 90.01% in 2024, its largest moves.
  • Year by year, Cash & Current Investments stood at $5.6 billion in 2022, then retreated by 1.16% to $5.5 billion in 2023, then decreased by 5.57% to $5.2 billion in 2024, then increased by 8.4% to $5.7 billion in 2025, then surged by 796.19% to $50.9 billion in 2026.
  • Per Business Quant data, the three most recent Cash & Current Investments figures were $50.9 billion in Q1 2026, $5.7 billion in Q4 2025, and $6.5 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Brookfield 1,261.80 Bn 1,217.21 Bn 18.56 Bn 44.59 Bn
2 BlackRock 165.12 Bn 151.98 Bn - 13.15 Bn
3 Blackstone 103.58 Bn 101.13 Bn - 2.45 Bn
4 Brookfield Asset Management 76.31 Bn 75.26 Bn - 1.05 Bn
5 Apollo Global Management 73.95 Bn 73.95 Bn -409.00 Mn -
6 State Street 51.18 Bn 51.18 Bn - -
7 Ameriprise Financial 50.08 Bn 40.82 Bn 4.57 Bn 9.27 Bn
8 Raymond James Financial 34.03 Bn 19.06 Bn - 14.96 Bn
9 Northern Trust 33.84 Bn 33.84 Bn - -
10 Principal Financial 24.12 Bn -26.73 Bn -463.00 Mn 50.86 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 50.86 Bn
Dec 31, 2025 5.67 Bn
Sep 30, 2025 6.49 Bn
Jun 30, 2025 4.89 Bn
Mar 31, 2025 5.18 Bn
Dec 31, 2024 5.24 Bn
Sep 30, 2024 7.03 Bn
Jun 30, 2024 48.16 Bn
Mar 31, 2024 5.05 Bn
Dec 31, 2023 5.54 Bn
Sep 30, 2023 46.44 Bn
Jun 30, 2023 4.78 Bn
Mar 31, 2023 50.49 Bn
Dec 31, 2022 5.61 Bn
Sep 30, 2022 49.89 Bn
Jun 30, 2022 3.56 Bn
Mar 31, 2022 3.16 Bn
Dec 31, 2021 2.75 Bn
Sep 30, 2021 3.56 Bn
Jun 30, 2021 2.86 Bn