Discontinued — last reported Q3 '20
Principal Financial Group Equity securities increased by 4.7% to $2.34B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 3.6%, from $2.43B to $2.34B. Over 5 years (FY 2020 to FY 2025), Equity securities shows an upward trend with a 2.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase reflects positive market performance of the underlying investments or additional capital deployment into equities.
This represents the fair market value of the company's investment portfolio consisting of equity securities in other ent...
Standard for companies with large corporate venture arms or significant treasury investment portfolios.
ins_equity_securities| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.51B | $2.43B | $2.35B | $2.26B | $1.70B | $1.62B | $1.71B | $1.73B | $1.83B | $1.76B | $1.48B | $1.49B | $1.51B | $1.58B | $2.30B | $2.43B | $1.59B | $1.65B | $2.24B | $2.34B |
| QoQ Change | — | -3.1% | -3.3% | -3.7% | -24.8% | -4.9% | +5.7% | +1.4% | +5.6% | -3.8% | -16.0% | +0.7% | +1.6% | +4.6% | +45.1% | +5.8% | -34.6% | +3.9% | +35.7% | +4.7% |
| YoY Change | — | — | — | — | -32.2% | -33.4% | -27.2% | -23.3% | +7.7% | +8.9% | -13.5% | -14.1% | -17.3% | -10.1% | +55.3% | +63.1% | +4.9% | +4.2% | -2.5% | -3.6% |