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

Principal Financial's (PFG) quarterly Long-Term Investments came in at $2.3 billion in Q1 2026, down 71.49% year-on-year from $8.2 billion in Q1 2025, and up 4.68% on a QoQ basis from $2.2 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 $2.3 billion in Q1 2026.

  • On a quarterly basis, Long-Term Investments fell 71.49% year-over-year to $2.3 billion in Q1 2026; TTM through Mar 2026 was $2.3 billion, a 71.49% decrease from a year earlier, with the FY2025 full-year figure at $2.2 billion, down 72.0% from the prior year.
  • Long-Term Investments for Q1 2026 stood at $2.3 billion, up from $2.2 billion in the prior quarter.
  • Over the last five years, Long-Term Investments for PFG reached as high as $98.9 billion in Q1 2024 and fell as low as $1.6 billion in Q3 2024.
  • Historically, Long-Term Investments has averaged $15.6 billion across 5 years, with a median of $6.1 billion in 2022.
  • Across the five-year window, Long-Term Investments sank 98.4% in 2022 and soared 4236.9% in 2023, its largest moves.
  • Year by year, Long-Term Investments stood at $6.1 billion in 2022, then climbed by 14.92% to $7.0 billion in 2023, then advanced by 13.57% to $8.0 billion in 2024, then tumbled by 72.0% to $2.2 billion in 2025, then grew by 4.68% to $2.3 billion in 2026.
  • Per Business Quant data, the three most recent Long-Term Investments figures were $2.3 billion in Q1 2026, $2.2 billion in Q4 2025, and $1.6 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 2.34 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.34 Bn
Dec 31, 2025 2.24 Bn
Sep 30, 2025 1.65 Bn
Jun 30, 2025 8.71 Bn
Mar 31, 2025 8.22 Bn
Dec 31, 2024 7.99 Bn
Sep 30, 2024 1.58 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 1.83 Bn
Mar 31, 2023 98.03 Bn
Dec 31, 2022 6.12 Bn
Sep 30, 2022 1.62 Bn
Jun 30, 2022 1.70 Bn
Mar 31, 2022 2.26 Bn
Dec 31, 2021 108.91 Bn
Sep 30, 2021 2.43 Bn
Jun 30, 2021 105.98 Bn