Principal Financial (PFG) Short-term Investments (2017 - 2021)
Principal Financial (PFG) reported Short-term Investments of $2.5 billion for Q2 2021, up 40.93% year-over-year from $1.8 billion in Q2 2020, and down 0.78% on a QoQ basis from $2.5 billion in Q1 2021.
Principal Financial (PFG) has 5 years of Short-term Investments data on file, last reported at $2.5 billion in Q2 2021.
- Quarterly Short-term Investments rose 40.93% year-over-year to $2.5 billion in Q2 2021, while the trailing twelve-month figure through Jun 2021 was $2.5 billion (up 40.93% YoY) and the FY2020 annual result came in at $2.0 billion, up 7.13% from the prior year.
- Short-term Investments declined to $2.5 billion in Q2 2021 per PFG's latest filing, from $2.5 billion in the prior quarter.
- Across five years, Short-term Investments topped out at $2.5 billion in Q1 2021 and bottomed at $1.7 billion in Q1 2020.
- The 5-year median for Short-term Investments is $1.9 billion (2019), against an average of $2.0 billion.
- The widest annual swing landed in 2020, when Short-term Investments decreased 10.73%; it then jumped 51.81% in 2021.
- Tracing PFG's Short-term Investments over 5 years: stood at $1.9 billion in 2017, then fell by 1.23% to $1.8 billion in 2018, then grew by 1.94% to $1.9 billion in 2019, then grew by 7.13% to $2.0 billion in 2020, then climbed by 24.49% to $2.5 billion in 2021.
- Per Business Quant, the three latest PFG Short-term Investments figures stand at $2.5 billion (Q2 2021), $2.5 billion (Q1 2021), and $2.0 billion (Q4 2020).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2021 | 2.51 Bn |
| Mar 31, 2021 | 2.53 Bn |
| Dec 31, 2020 | 2.01 Bn |
| Sep 30, 2020 | 1.86 Bn |
| Jun 30, 2020 | 1.78 Bn |
| Mar 31, 2020 | 1.66 Bn |
| Dec 31, 2019 | 1.88 Bn |
| Sep 30, 2019 | 1.91 Bn |
| Jun 30, 2019 | 1.90 Bn |
| Mar 31, 2019 | 1.86 Bn |
| Dec 31, 2018 | 1.84 Bn |
| Sep 30, 2018 | 1.89 Bn |
| Jun 30, 2018 | 1.87 Bn |
| Mar 31, 2018 | 1.93 Bn |
| Dec 31, 2017 | 1.87 Bn |