Principal Financial (PFG) Short-term Investments (2009 - 2026)
Principal Financial's (PFG) quarterly Short-term Investments came in at $47.7 billion in Q2 2026, up 6.36% year-over-year from $44.9 billion in Q2 2025, and up 1.93% quarter-over-quarter from $46.8 billion in Q1 2026.
Analysis
Principal Financial (PFG) Short-term Investments (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Short-term Investments for 18 consecutive years, with $47.7 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Short-term Investments rose 6.36% year-over-year to $47.7 billion in Q2 2026; TTM through Jun 2026 was $47.7 billion, a 6.36% increase from a year earlier, with the FY2025 full-year figure at $1.2 billion, up 21.55% from the prior year.
- Short-term Investments was $47.7 billion for Q2 2026 at Principal Financial, up from $46.8 billion in the prior quarter.
- Over five years, Short-term Investments peaked at $53.4 billion in Q1 2022 and troughed at $760.7 million in Q4 2022.
- A 5-year average of $36.0 billion and a median of $44.9 billion in 2025 frame the typical range for Short-term Investments.
- The widest YoY moves for Short-term Investments: up 80.18% in 2022, down 20.95% in 2022.
- Over 5 years, Short-term Investments stood at $760.7 million in 2022, then climbed by 9.93% to $836.2 million in 2023, then advanced by 22.38% to $1.0 billion in 2024, then grew by 21.55% to $1.2 billion in 2025, then surged by 3735.59% to $47.7 billion in 2026.
- The last three Short-term Investments figures came in at $47.7 billion (Q2 2026), $46.8 billion (Q1 2026), and $1.2 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 47.71 Bn |
| Mar 31, 2026 | 46.80 Bn |
| Dec 31, 2025 | 1.24 Bn |
| Sep 30, 2025 | 46.01 Bn |
| Jun 30, 2025 | 44.86 Bn |
| Mar 31, 2025 | 45.02 Bn |
| Dec 31, 2024 | 1.02 Bn |
| Sep 30, 2024 | 45.97 Bn |
| Jun 30, 2024 | 43.34 Bn |
| Mar 31, 2024 | 43.61 Bn |
| Dec 31, 2023 | 836.20 Mn |
| Sep 30, 2023 | 41.88 Bn |
| Jun 30, 2023 | 44.43 Bn |
| Mar 31, 2023 | 45.85 Bn |
| Dec 31, 2022 | 760.70 Mn |
| Sep 30, 2022 | 45.65 Bn |
| Jun 30, 2022 | 49.91 Bn |
| Mar 31, 2022 | 53.42 Bn |
| Dec 31, 2021 | 422.20 Mn |
| Sep 30, 2021 | 57.74 Bn |