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

Principal Financial (PFG) has reported Long-Term Investments for 18 consecutive years, with $113.0 billion the latest figure, recorded in Q2 2026.

• On a quarterly basis, Long-Term Investments rose 6.48% year-over-year to $113.0 billion in Q2 2026; TTM through Jun 2026 was $113.0 billion, a 6.48% increase from a year earlier, with the FY2025 full-year figure at $110.9 billion, up 7.28% from the prior year.
• Long-Term Investments was $113.0 billion for Q2 2026 at Principal Financial, up from $110.9 billion in the prior quarter.
• Over five years, Long-Term Investments peaked at $113.0 billion in Q2 2026 and troughed at $93.8 billion in Q3 2022.
• A 5-year average of $101.9 billion and a median of $100.9 billion in 2024 frame the typical range for Long-Term Investments.
• Across the five-year window, Long-Term Investments retreated 12.64% in 2022 and gained 9.22% in 2024, its largest moves.
• Over 5 years, Long-Term Investments stood at $95.1 billion in 2022, then rose by 3.35% to $98.3 billion in 2023, then advanced by 5.14% to $103.4 billion in 2024, then climbed by 7.28% to $110.9 billion in 2025, then climbed by 1.89% to $113.0 billion in 2026.
• The last three Long-Term Investments figures came in at $113.0 billion (Q2 2026), $110.9 billion (Q1 2026), and $110.9 billion (Q4 2025), per Business Quant data.