Balance Sheet
Accumulated ExpensesAssetsCash & Current InvestmentsCash & EquivalentsCommon EquityCurrent TaxesGoodwillGoodwill & IntangiblesIntangiblesLiabilities and Shareholders EquityLong-Term Deferred TaxLong-Term InvestmentsMinority InterestNon-Current Deferred Tax LiabilityNotes PayablesOther Non-Current AssetsOther Non-Current LiabilitiesPayablesPensionProperty, Plant & Equipment (Net)ReceivablesReceivables - AccuredRetained EarningsSecurities - Mortgage Backed SecuritiesSecurities - TradableSecurities BorrowedShareholder's EquityShort term DebtTotal DebtTotal LiabilitiesTotal Non-Current LiabilitiesTreasury Shares
Cash Flow Statement
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Growth Metrics
Income Statement
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Ratios

Principal Financial (PFG) Long-Term Investments (2016 - 2025)

Principal Financial (PFG) has disclosed Long-Term Investments for 17 consecutive years, with $9.8 billion as the latest value for Q4 2025.

  • Quarterly Long-Term Investments rose 22.34% to $9.8 billion in Q4 2025 from the year-ago period, while the trailing twelve-month figure was $9.8 billion through Dec 2025, up 22.34% year-over-year, with the annual reading at $9.8 billion for FY2025, 22.34% up from the prior year.
  • Long-Term Investments for Q4 2025 was $9.8 billion at Principal Financial, down from $107.6 billion in the prior quarter.
  • The five-year high for Long-Term Investments was $107.6 billion in Q3 2025, with the low at $5.2 billion in Q1 2021.
  • Average Long-Term Investments over 5 years is $35.3 billion, with a median of $7.4 billion recorded in 2023.
  • The sharpest move saw Long-Term Investments soared 342493.75% in 2021, then tumbled 93.78% in 2023.
  • Over 5 years, Long-Term Investments stood at $5.5 billion in 2021, then rose by 11.75% to $6.1 billion in 2022, then increased by 14.92% to $7.0 billion in 2023, then grew by 13.57% to $8.0 billion in 2024, then grew by 22.34% to $9.8 billion in 2025.
  • According to Business Quant data, Long-Term Investments over the past three periods came in at $9.8 billion, $107.6 billion, and $8.7 billion for Q4 2025, Q3 2025, and Q2 2025 respectively.