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| Date | Value |
|---|---|
| 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 |