Principal Financial (PFG) Long-Term Investments (2009 - 2026)

Principal Financial (PFG) reported Long-Term Investments of $110.9 billion for Q1 2026, up 1249.39% year-over-year from $8.2 billion in Q1 2025, and up 1034.09% quarter-over-quarter from $9.8 billion in Q4 2025.

Principal Financial (PFG) Long-Term Investments (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Long-Term Investments data on file, last reported at $110.9 billion in Q1 2026.

  • Long-Term Investments for Q1 2026 came in at $110.9 billion, up 1249.39% year-over-year; the trailing twelve-month figure through Mar 2026 was $110.9 billion (up 1249.39% YoY), and the FY2025 annual result was $9.8 billion, up 22.34% from the prior year.
  • Long-Term Investments climbed to $110.9 billion in Q1 2026 per PFG's latest filing, from $9.8 billion in the prior quarter.
  • Over five years, Long-Term Investments peaked at $110.9 billion in Q1 2026 and troughed at $5.4 billion in Q2 2022.
  • A 5-year average of $24.1 billion and a median of $7.8 billion in 2024 frame the typical range for Long-Term Investments.
  • The sharpest annual moves came in 2022 and 2023: Long-Term Investments plunged 94.88% in 2022, then surged 1636.57% in 2023.
  • A 5-year view of Long-Term Investments shows it stood at $6.1 billion in 2022, then rose by 14.92% to $7.0 billion in 2023, then increased by 13.57% to $8.0 billion in 2024, then advanced by 22.34% to $9.8 billion in 2025, then surged by 1034.09% to $110.9 billion in 2026.
  • Business Quant data shows PFG's Long-Term Investments at $110.9 billion in Q1 2026, $9.8 billion in Q4 2025, and $9.3 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 14.57 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 32.75 Bn
3 Kkr 86.45 Bn 133.96 Bn - 77.47 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 3.10 Bn
5 State Street 46.95 Bn 21.27 Bn - 586.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 2.51 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - 399.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - -1.48 Bn
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn 110.86 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 110.86 Bn
Dec 31, 2025 9.78 Bn
Sep 30, 2025 9.34 Bn
Jun 30, 2025 8.71 Bn
Mar 31, 2025 8.22 Bn
Dec 31, 2024 7.99 Bn
Sep 30, 2024 7.78 Bn
Jun 30, 2024 7.58 Bn
Mar 31, 2024 98.91 Bn
Dec 31, 2023 7.04 Bn
Sep 30, 2023 6.57 Bn
Jun 30, 2023 6.45 Bn
Mar 31, 2023 98.03 Bn
Dec 31, 2022 6.12 Bn
Sep 30, 2022 5.61 Bn
Jun 30, 2022 5.43 Bn
Mar 31, 2022 5.65 Bn
Dec 31, 2021 5.48 Bn
Sep 30, 2021 5.34 Bn
Jun 30, 2021 105.98 Bn