Principal Financial (PFG) Long-Term Investments (2009 - 2026)
Principal Financial (PFG) posted Long-Term Investments of $113 billion for Q2 2026, up 6.5% from $106.13 billion a year earlier and up 1.9% from the prior quarter.
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Analysis
Principal Financial (PFG) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Principal Financial's Long-Term Investments came in at $110.9 billion, up 7.3% from FY2024.
- Annual Long-Term Investments has increased for three consecutive years, with a five-year compound annual growth rate of 0.8% (FY2020 to FY2025).
- In prior years, Principal Financial's Long-Term Investments was $103.38 billion in FY2024 (+5.1%), $98.32 billion in FY2023 (+3.3%), $95.14 billion in FY2022 (-12.6%) and $108.91 billion in FY2021 (+2.4%).
- The Q2 2026 figure stands as the highest quarterly Long-Term Investments in data going back to Q2 2009.
- On a year-over-year basis, Long-Term Investments has increased in each of the last 12 quarters, with growth averaging 6.5% over the last eight quarters.
- The strongest year-over-year quarter for Long-Term Investments in the past five years was Q3 2024, with growth of 9.2%; the weakest was Q4 2022, with a decline of 12.6%.
- According to Business Quant data, Long-Term Investments for the three prior quarters was $110.86 billion (Q1 2026), $110.9 billion (Q4 2025) and $107.61 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 177.01 Bn | 123.14 Bn | - | 15.14 Bn |
| 2 | Spdr Gold Trust | 133.53 Bn | -424.47 Bn | - | - |
| 3 | Blackstone | 94.79 Bn | 84.77 Bn | - | 34.59 Bn |
| 4 | Brookfield | 85.96 Bn | -97.35 Bn | - | 87.68 Bn |
| 5 | Kkr | 83.11 Bn | 3.26 Bn | - | 316.77 Bn |
| 6 | Brookfield Asset Management | 76.09 Bn | 70.90 Bn | - | 10.36 Bn |
| 7 | Apollo Global Management | 67.68 Bn | -15.12 Bn | 10.56 Bn | 333.84 Bn |
| 8 | Wheaton Precious Metals | 56.31 Bn | 51.74 Bn | 687.86 Mn | 147.62 Mn |
| 9 | Ameriprise Financial | 45.50 Bn | 6.91 Bn | 4.72 Bn | 62.14 Bn |
| 10 | Principal Financial | 23.69 Bn | -145.73 Mn | 1.91 Bn | 113.00 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 113.00 Bn |
| Mar 31, 2026 | 110.86 Bn |
| Dec 31, 2025 | 110.90 Bn |
| Sep 30, 2025 | 107.61 Bn |
| Jun 30, 2025 | 106.13 Bn |
| Mar 31, 2025 | 105.29 Bn |
| Dec 31, 2024 | 103.38 Bn |
| Sep 30, 2024 | 102.65 Bn |
| Jun 30, 2024 | 99.16 Bn |
| Mar 31, 2024 | 98.91 Bn |
| Dec 31, 2023 | 98.32 Bn |
| Sep 30, 2023 | 93.98 Bn |
| Jun 30, 2023 | 96.79 Bn |
| Mar 31, 2023 | 98.03 Bn |
| Dec 31, 2022 | 95.14 Bn |
| Sep 30, 2022 | 93.84 Bn |
| Jun 30, 2022 | 97.84 Bn |
| Mar 31, 2022 | 103.18 Bn |
| Dec 31, 2021 | 108.91 Bn |
| Sep 30, 2021 | 106.89 Bn |
API Access
Principal Financial Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "PFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();