Discontinued — last reported Q4 '25
Principal Financial Group Long-term investments decreased by 0.0% to $110.86B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.3%, from $105.29B to $110.86B. Over 5 years (FY 2020 to FY 2025), Long-term investments shows relatively stable performance with a 0.8% CAGR.
An increase may indicate strategic capital deployment or long-term asset accumulation, while a decrease could signal divestment or the reclassification of assets to support liquidity needs.
Long-term investments represent financial assets held by the company with maturities or holding periods exceeding one ye...
Peer financial institutions typically report these as non-current assets, with variations depending on the specific mix of held-to-maturity securities versus available-for-sale equity investments.
long_term_investments| 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 | $105.98B | $106.89B | $108.91B | $103.18B | $97.84B | $93.84B | $95.14B | $98.03B | $96.79B | $93.98B | $98.32B | $98.91B | $99.16B | $102.65B | $103.38B | $105.29B | $106.13B | $107.61B | $110.90B | $110.86B |
| QoQ Change | — | +0.9% | +1.9% | -5.3% | -5.2% | -4.1% | +1.4% | +3.0% | -1.3% | -2.9% | +4.6% | +0.6% | +0.2% | +3.5% | +0.7% | +1.9% | +0.8% | +1.4% | +3.1% | -0.0% |
| YoY Change | — | — | — | — | -7.7% | -12.2% | -12.6% | -5.0% | -1.1% | +0.1% | +3.3% | +0.9% | +2.4% | +9.2% | +5.1% | +6.5% | +7.0% | +4.8% | +7.3% | +5.3% |