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.

• In Q2 2026, Long-Term Investments rose 6.48% year-over-year to $113.0 billion; the TTM figure through Jun 2026 stood at $113.0 billion (up 6.48% YoY), while the FY2025 annual figure was $110.9 billion, up 7.28% from the prior year.
• Long-Term Investments grew to $113.0 billion in Q2 2026 per PFG's latest filing, from $110.9 billion in the prior quarter.
• Across five years, Long-Term Investments topped out at $113.0 billion in Q2 2026 and bottomed at $93.8 billion in Q3 2022.
• Historically, Long-Term Investments has averaged $101.9 billion across 5 years, with a median of $100.9 billion in 2024.
• Annual changes were most pronounced in 2022 — Long-Term Investments decreased 12.64% — and 2024, when it advanced 9.22%.
• Principal Financial's Long-Term Investments stood at $95.1 billion in 2022, then advanced by 3.35% to $98.3 billion in 2023, then grew by 5.14% to $103.4 billion in 2024, then increased by 7.28% to $110.9 billion in 2025, then increased by 1.89% to $113.0 billion in 2026.
• Business Quant data shows PFG's Long-Term Investments at $113.0 billion in Q2 2026, $110.9 billion in Q1 2026, and $110.9 billion in Q4 2025.