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

Principal Financial (PFG) has reported Short-term Investments for 18 consecutive years, with $47.7 billion the latest figure, recorded in Q2 2026.

• In Q2 2026, Short-term Investments rose 6.36% year-over-year to $47.7 billion; the TTM figure through Jun 2026 stood at $47.7 billion (up 6.36% YoY), while the FY2025 annual figure was $1.2 billion, up 21.55% from the prior year.
• Short-term Investments rose to $47.7 billion in Q2 2026 per PFG's latest filing, from $46.8 billion in the prior quarter.
• Across five years, Short-term Investments topped out at $53.4 billion in Q1 2022 and bottomed at $760.7 million in Q4 2022.
• Historically, Short-term Investments has averaged $36.0 billion across 5 years, with a median of $44.9 billion in 2025.
• On a YoY basis, Short-term Investments climbed as much as 80.18% in 2022 and fell as far as 20.95% in 2022.
• Principal Financial's Short-term Investments stood at $760.7 million in 2022, then increased by 9.93% to $836.2 million in 2023, then grew by 22.38% to $1.0 billion in 2024, then rose by 21.55% to $1.2 billion in 2025, then jumped by 3735.59% to $47.7 billion in 2026.
• Business Quant data shows PFG's Short-term Investments at $47.7 billion in Q2 2026, $46.8 billion in Q1 2026, and $1.2 billion in Q4 2025.