Principal Financial PFG
NASDAQ PFG
$117.67 +1.73 (+1.49%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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