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 🔒
DateValue
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