Principal Financial (PFG) Short-term Investments (2009 - 2026)
Principal Financial's Short-term Investments was $1.09 billion in Q2 2026, down 11.9% from $1.24 billion a year earlier and down 14.3% from the prior quarter.
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Analysis
Principal Financial (PFG) Short-term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Short-term Investments at Principal Financial came in at $1.24 billion, up 21.5% from FY2024.
- Short-term Investments has now increased for four consecutive years, with a five-year compound annual growth rate of 18.5% (FY2020 to FY2025).
- In earlier years, Short-term Investments was $1.02 billion in FY2024 (+22.4%), $836.2 million in FY2023 (+9.9%), $760.7 million in FY2022 (+80.2%) and $422.2 million in FY2021 (-20.7%).
- The Q2 2026 figure marks the lowest quarterly Short-term Investments since Q4 2024.
- Compared with a year earlier, Short-term Investments was higher in six of the last eight quarters, with growth averaging 26.5%.
- The best year-over-year quarter for Short-term Investments over five years was Q1 2023 (growth of 89.9%); the worst was Q2 2022 (a decline of 84.4%).
- Per Business Quant data, PFG's Short-term Investments in the three quarters before Q2 2026 was $1.27 billion (Q1 2026), $1.24 billion (Q4 2025) and $1.36 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 176.32 Bn | 122.67 Bn | - |
| 2 | Spdr Gold Trust | 129.90 Bn | -428.11 Bn | - |
| 3 | Blackstone | 89.36 Bn | 84.29 Bn | - |
| 4 | Brookfield | 86.01 Bn | -97.08 Bn | - |
| 5 | Kkr | 83.57 Bn | 50.05 Bn | - |
| 6 | Brookfield Asset Management | 76.11 Bn | 72.36 Bn | - |
| 7 | Apollo Global Management | 66.07 Bn | 3.75 Bn | 10.56 Bn |
| 8 | Wheaton Precious Metals | 56.02 Bn | 51.45 Bn | 687.86 Mn |
| 9 | Franco Nevada | 44.70 Bn | 42.06 Bn | 451.00 Mn |
| 10 | Principal Financial | 23.63 Bn | 506.61 Mn | 1.91 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.09 Bn |
| Mar 31, 2026 | 1.27 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 | 786.10 Mn |
| Mar 31, 2024 | 877.70 Mn |
| Dec 31, 2023 | 836.20 Mn |
| Sep 30, 2023 | 722.20 Mn |
| Jun 30, 2023 | 707.30 Mn |
| Mar 31, 2023 | 787.90 Mn |
| Dec 31, 2022 | 760.70 Mn |
| Sep 30, 2022 | 702.70 Mn |
| Jun 30, 2022 | 391.30 Mn |
| Mar 31, 2022 | 414.80 Mn |
| Dec 31, 2021 | 422.20 Mn |
| Sep 30, 2021 | 413.50 Mn |
API Access
Principal Financial Short-term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=short-term-investments&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-investments", "ticker": "PFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=short-term-investments&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();