Principal Financial (PFG) Securities - Mortgage Backed Securities (2011 - 2026)

Principal Financial (PFG) has 16 years of Securities - Mortgage Backed Securities data on file, last reported at $26.1 billion in Q1 2026.

• Securities - Mortgage Backed Securities for Q1 2026 came in at $26.1 billion, up 5.65% year-over-year; the trailing twelve-month figure through Mar 2026 was $26.1 billion (up 5.65% YoY), and the FY2025 annual result was $26.3 billion, up 8.02% from the prior year.
• Securities - Mortgage Backed Securities fell to $26.1 billion in Q1 2026 per PFG's latest filing, from $26.3 billion in the prior quarter.
• Over five years, Securities - Mortgage Backed Securities peaked at $26.3 billion in Q4 2025 and troughed at $16.8 billion in Q3 2022.
• A 5-year average of $21.8 billion and a median of $22.1 billion in 2024 frame the typical range for Securities - Mortgage Backed Securities.
• The sharpest annual moves came in 2022 and 2024: Securities - Mortgage Backed Securities declined 10.9% in 2022, then climbed 17.61% in 2024.
• A 5-year view of Securities - Mortgage Backed Securities shows it stood at $18.2 billion in 2022, then gained by 16.42% to $21.1 billion in 2023, then climbed by 15.08% to $24.3 billion in 2024, then climbed by 8.02% to $26.3 billion in 2025, then dropped by 0.69% to $26.1 billion in 2026.
• Business Quant data shows PFG's Securities - Mortgage Backed Securities at $26.1 billion in Q1 2026, $26.3 billion in Q4 2025, and $25.3 billion in Q3 2025.