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| Date | Value |
|---|---|
| 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 |