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% quarter-over-quarter from $9.8 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 $110.9 billion in Q1 2026.
- Long-Term Investments for Q1 2026 came in at $110.9 billion, up 1249.39% year-over-year; the trailing twelve-month figure through Mar 2026 was $110.9 billion (up 1249.39% YoY), and the FY2025 annual result was $9.8 billion, up 22.34% from the prior year.
- Long-Term Investments climbed to $110.9 billion in Q1 2026 per PFG's latest filing, from $9.8 billion in the prior quarter.
- Over five years, Long-Term Investments peaked at $110.9 billion in Q1 2026 and troughed at $5.4 billion in Q2 2022.
- A 5-year average of $24.1 billion and a median of $7.8 billion in 2024 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2022 and 2023: Long-Term Investments plunged 94.88% in 2022, then surged 1636.57% in 2023.
- A 5-year view of Long-Term Investments shows it stood at $6.1 billion in 2022, then rose by 14.92% to $7.0 billion in 2023, then increased by 13.57% to $8.0 billion in 2024, then advanced by 22.34% to $9.8 billion in 2025, then surged by 1034.09% to $110.9 billion in 2026.
- Business Quant data shows PFG's Long-Term Investments at $110.9 billion in Q1 2026, $9.8 billion in Q4 2025, and $9.3 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 14.57 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 32.75 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 77.47 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 3.10 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 586.00 Mn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 2.51 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 399.00 Mn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.48 Bn |
| 10 | Principal Financial | 23.79 Bn | 20.28 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 |