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% on a QoQ basis from $9.8 billion in Q4 2025.
Principal Financial (PFG) has 18 years of Long-Term Investments data on file, last reported at $110.9 billion in Q1 2026.
- Quarterly Long-Term Investments rose 1249.39% year-over-year to $110.9 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $110.9 billion (up 1249.39% YoY) and the FY2025 annual result came in at $9.8 billion, up 22.34% from the prior year.
- Long-Term Investments improved to $110.9 billion in Q1 2026 per PFG's latest filing, from $9.8 billion in the prior quarter.
- Across five years, Long-Term Investments topped out at $110.9 billion in Q1 2026 and bottomed at $5.4 billion in Q2 2022.
- The 5-year median for Long-Term Investments is $7.8 billion (2024), against an average of $24.1 billion.
- The widest annual swing landed in 2022, when Long-Term Investments slumped 94.88%; it then soared 1636.57% in 2023.
- Tracing PFG's Long-Term Investments over 5 years: stood at $6.1 billion in 2022, then grew by 14.92% to $7.0 billion in 2023, then climbed by 13.57% to $8.0 billion in 2024, then rose by 22.34% to $9.8 billion in 2025, then soared by 1034.09% to $110.9 billion in 2026.
- Per Business Quant, the three latest PFG Long-Term Investments figures stand at $110.9 billion (Q1 2026), $9.8 billion (Q4 2025), and $9.3 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 14.57 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 32.75 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 77.47 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 2.39 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 3.10 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 586.00 Mn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 2.51 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | -1.48 Bn |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | 110.86 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Mar 31, 2021 | 5.22 Bn |
| Dec 31, 2020 | -1.60 Mn |
| Sep 30, 2020 | 729.60 Mn |
| Jun 30, 2020 | 724.30 Mn |
| Mar 31, 2020 | 4.71 Bn |
| Dec 31, 2019 | 830.20 Mn |
| Sep 30, 2019 | 94.41 Bn |
| Jun 30, 2019 | 931.40 Mn |
| Mar 31, 2019 | 904.30 Mn |
| Dec 31, 2018 | 4.31 Bn |
| Sep 30, 2018 | 84.01 Bn |
| Jun 30, 2018 | 858.30 Mn |
| Mar 31, 2018 | 3.69 Bn |
| Dec 31, 2017 | 82.10 Bn |
| Sep 30, 2017 | 850.60 Mn |
| Jun 30, 2017 | 810.70 Mn |
| Mar 31, 2017 | 77.81 Bn |
| Dec 31, 2016 | 773.20 Mn |
| Sep 30, 2016 | 77.76 Bn |
| Jun 30, 2016 | 76.69 Bn |
| Mar 31, 2016 | 73.81 Bn |
| Dec 31, 2015 | 632.70 Mn |
| Sep 30, 2015 | 590.40 Mn |
| Jun 30, 2015 | 695.60 Mn |
| Mar 31, 2015 | 68.86 Bn |
| Dec 31, 2014 | 815.80 Mn |
| Sep 30, 2014 | 68.09 Bn |
| Jun 30, 2014 | 68.61 Bn |
| Mar 31, 2014 | 889.00 Mn |
| Dec 31, 2013 | 880.00 Mn |
| Sep 30, 2013 | 900.40 Mn |
| Jun 30, 2013 | 879.30 Mn |
| Mar 31, 2013 | 881.40 Mn |
| Dec 31, 2012 | 869.00 Mn |
| Sep 30, 2012 | 837.70 Mn |
| Jun 30, 2012 | 821.90 Mn |
| Mar 31, 2012 | 862.90 Mn |
| Dec 31, 2011 | 66.15 Bn |
| Sep 30, 2011 | 904.70 Mn |
| Dec 31, 2010 | 736.00 Mn |
| Mar 31, 2010 | 65.52 Bn |
| Dec 31, 2009 | 63.94 Bn |
| Sep 30, 2009 | 63.61 Bn |
| Jun 30, 2009 | 60.25 Bn |