Principal Financial (PFG) Securities Borrowed (2009 - 2026)

Principal Financial (PFG) has 18 years of Securities Borrowed data on file, last reported at $1.3 billion in Q1 2026.

• Securities Borrowed for Q1 2026 came in at $1.3 billion, down 2.95% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.3 billion (down 2.95% YoY), and the FY2025 annual result was $1.2 billion, up 21.55% from the prior year.
• Securities Borrowed advanced to $1.3 billion in Q1 2026 per PFG's latest filing, from $1.2 billion in the prior quarter.
• Over five years, Securities Borrowed peaked at $1.4 billion in Q3 2025 and troughed at $391.3 million in Q2 2022.
• A 5-year average of $898.9 million and a median of $836.2 million in 2023 frame the typical range for Securities Borrowed.
• The sharpest annual moves came in 2022 and 2023: Securities Borrowed fell 15.84% in 2022, then jumped 89.95% in 2023.
• A 5-year view of Securities Borrowed shows it stood at $760.7 million in 2022, then grew by 9.93% to $836.2 million in 2023, then climbed by 22.38% to $1.0 billion in 2024, then increased by 21.55% to $1.2 billion in 2025, then grew by 2.0% to $1.3 billion in 2026.
• Business Quant data shows PFG's Securities Borrowed at $1.3 billion in Q1 2026, $1.2 billion in Q4 2025, and $1.4 billion in Q3 2025.