Discontinued — last reported Q2 '24

Non-Current Assets

AFS Securities

Principal Financial Group AFS Securities decreased by 0.6% to $72.91B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 4.6%, from $69.73B to $72.91B. Over 5 years (FY 2020 to FY 2025), AFS Securities shows relatively stable performance with a -1.4% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ1 2021
Last reportedQ2 2024

How to read this metric

An increase reflects capital allocation toward investment portfolios, while a decrease may signal portfolio rebalancing or asset liquidation.

Detailed definition

Available-for-sale securities are debt or equity investments that are not classified as trading or held-to-maturity, and...

Peer comparison

Common in the investment portfolios of banks and insurance companies.

Metric ID: fin_afs_securities

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$76.45B$76.56B$78.15B$71.41B$67.21B$62.41B$62.89B$65.40B$64.24B$61.58B$65.67B$65.69B$65.77B$69.15B$68.25B$69.73B$70.56B$71.32B$73.36B$72.91B
QoQ Change+0.1%+2.1%-8.6%-5.9%-7.1%+0.8%+4.0%-1.8%-4.1%+6.6%+0.0%+0.1%+5.1%-1.3%+2.2%+1.2%+1.1%+2.9%-0.6%
YoY Change-12.1%-18.5%-19.5%-8.4%-4.4%-1.3%+4.4%+0.5%+2.4%+12.3%+3.9%+6.1%+7.3%+3.1%+7.5%+4.6%
Range$61.58B$78.15B
CAGR-1.0%
Avg YoY Growth-0.8%
Median YoY Growth+2.8%

Frequently Asked Questions

What is Principal Financial Group's afs securities?
Principal Financial Group (PFG) reported afs securities of $72.91B in Q1 2026.
How has Principal Financial Group's afs securities changed year-over-year?
Principal Financial Group's afs securities increased by 4.6% year-over-year, from $69.73B to $72.91B.
What is the long-term trend for Principal Financial Group's afs securities?
Over 5 years (2020 to 2025), Principal Financial Group's afs securities has grown at a -1.4% compound annual growth rate (CAGR), from $78.71B to $73.36B.
What does afs securities mean?
Investments in securities that are held for potential sale and marked to fair market value.