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% quarter-over-quarter from $2.5 billion in Q1 2021.

Principal Financial (PFG) Short-term Investments (2017 - 2021) Analysis & Trends

Principal Financial (PFG) has 5 years of Short-term Investments data on file, last reported at $2.5 billion in Q2 2021.

  • Short-term Investments for Q2 2021 came in at $2.5 billion, up 40.93% year-over-year; the trailing twelve-month figure through Jun 2021 was $2.5 billion (up 40.93% YoY), and the FY2020 annual result was $2.0 billion, up 7.13% from the prior year.
  • Short-term Investments eased to $2.5 billion in Q2 2021 per PFG's latest filing, from $2.5 billion in the prior quarter.
  • Over five years, Short-term Investments peaked at $2.5 billion in Q1 2021 and troughed at $1.7 billion in Q1 2020.
  • A 5-year average of $2.0 billion and a median of $1.9 billion in 2019 frame the typical range for Short-term Investments.
  • The sharpest annual moves came in 2020 and 2021: Short-term Investments dropped 10.73% in 2020, then soared 51.81% in 2021.
  • A 5-year view of Short-term Investments shows it stood at $1.9 billion in 2017, then decreased by 1.23% to $1.8 billion in 2018, then rose by 1.94% to $1.9 billion in 2019, then rose by 7.13% to $2.0 billion in 2020, then increased by 24.49% to $2.5 billion in 2021.
  • Business Quant data shows PFG's Short-term Investments at $2.5 billion in Q2 2021, $2.5 billion in Q1 2021, and $2.0 billion in Q4 2020.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn -
2 Blackstone 96.85 Bn 95.80 Bn -
3 Kkr 86.45 Bn 133.96 Bn -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn
5 State Street 46.95 Bn 21.27 Bn -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn
7 Northern Trust 31.92 Bn 31.92 Bn -
8 Raymond James Financial 30.62 Bn 19.37 Bn -
9 Ares Management 29.04 Bn 32.41 Bn -
10 Principal Financial 23.79 Bn 20.28 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