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| Date | Value |
|---|---|
| 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 |