Principal Financial (PFG) Short-term Investments (2009 - 2026)

Principal Financial's (PFG) quarterly Short-term Investments came in at $46.8 billion in Q1 2026, up 3480.4% year-on-year from $1.3 billion in Q1 2025, and up 3662.9% on a QoQ basis from $1.2 billion in Q4 2025.

Principal Financial (PFG) Short-term Investments (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Short-term Investments data on file, last reported at $46.8 billion in Q1 2026.

  • On a quarterly basis, Short-term Investments rose 3480.4% year-over-year to $46.8 billion in Q1 2026; TTM through Mar 2026 was $46.8 billion, a 3480.4% 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 for Q1 2026 stood at $46.8 billion, up from $1.2 billion in the prior quarter.
  • Over the last five years, Short-term Investments for PFG reached as high as $46.8 billion in Q1 2026 and fell as low as $391.3 million in Q2 2022.
  • Historically, Short-term Investments has averaged $13.8 billion across 5 years, with a median of $1.2 billion in 2025.
  • Across the five-year window, Short-term Investments jumped 10953.3% in 2023 and tumbled 98.09% in 2024, its largest moves.
  • Year by year, Short-term Investments stood at $760.7 million in 2022, then gained by 9.93% to $836.2 million in 2023, then rose by 22.38% to $1.0 billion in 2024, then advanced by 21.55% to $1.2 billion in 2025, then jumped by 3662.9% to $46.8 billion in 2026.
  • Per Business Quant data, the three most recent Short-term Investments figures were $46.8 billion in Q1 2026, $1.2 billion in Q4 2025, and $1.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn
2 BlackRock 161.01 Bn 148.08 Bn -
3 Blackstone 97.77 Bn 96.72 Bn -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn
5 State Street 51.30 Bn 51.30 Bn -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn
7 Northern Trust 32.93 Bn 32.93 Bn -
8 Raymond James Financial 32.59 Bn 17.67 Bn -
9 Price T Rowe 24.70 Bn 21.13 Bn -
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 46.80 Bn
Dec 31, 2025 1.24 Bn
Sep 30, 2025 1.36 Bn
Jun 30, 2025 1.24 Bn
Mar 31, 2025 1.31 Bn
Dec 31, 2024 1.02 Bn
Sep 30, 2024 858.90 Mn
Jun 30, 2024 43.34 Bn
Mar 31, 2024 877.70 Mn
Dec 31, 2023 836.20 Mn
Sep 30, 2023 41.88 Bn
Jun 30, 2023 707.30 Mn
Mar 31, 2023 45.85 Bn
Dec 31, 2022 760.70 Mn
Sep 30, 2022 45.65 Bn
Jun 30, 2022 391.30 Mn
Mar 31, 2022 414.80 Mn
Dec 31, 2021 422.20 Mn
Sep 30, 2021 413.50 Mn
Jun 30, 2021 445.20 Mn