Non-Current Assets

Investments

Principal Financial Group 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), Investments shows relatively stable performance with a 0.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2020
Last reportedQ3 2025

How to read this metric

Growth indicates successful capital accumulation and reinvestment, while a decline may signal asset liquidation or poor investment performance.

Detailed definition

The aggregate value of long-term investment assets, including bonds, equities, real estate, and other financial instrume...

Peer comparison

Standard for insurance and financial services; peers with larger asset bases will show significantly higher investment totals.

Metric ID: non_current_assets_investments

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$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%
Range$93.84B$110.90B
CAGR+1.0%
Avg YoY Growth+0.8%
Median YoY Growth+2.9%

Frequently Asked Questions

What is Principal Financial Group's investments?
Principal Financial Group (PFG) reported investments of $110.86B in Q1 2026.
How has Principal Financial Group's investments changed year-over-year?
Principal Financial Group's investments increased by 5.3% year-over-year, from $105.29B to $110.86B.
What is the long-term trend for Principal Financial Group's investments?
Over 5 years (2020 to 2025), Principal Financial Group's investments has grown at a 0.8% compound annual growth rate (CAGR), from $106.31B to $110.90B.
What does investments mean?
The total value of all long-term investments held by the company.