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Equity securities at other companies

MetLife logo
MetLifeMET
$927M+24.1%
Prudential Financial logo
Prudential FinancialPRU
$12.55B+43.9%
Blackrock logo
BlackrockBLK
$2.61B+18.3%
American International Group logo
American International GroupAIG
$1.62B+120%
Corebridge Financial logo
Corebridge FinancialCRBG
$1.16B+22.2%
Lincoln National logo
Lincoln NationalLNC
$475M+37.7%

Other financials

Income statement

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Revenue$3.9B+6.4%
Net income$403.4M-0.7%
EPS (diluted)$1.84+2.8%

Balance sheet

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Cash & equivalents$5.3B+43.7%
Total debt$4.3B+10.0%
Total equity$12.1B+6.4%
Total assets$352.75B+9.2%

Cash flow

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Operating cash flow$2.1B+156%

Valuation

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Market cap$24.4B+40.7%
Enterprise value$23.48B+33.2%
P/E15.7×+0.4×
P/S1.6×+0.4×

Profitability

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Net margin9.9%+2.4pp

Returns & leverage

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Return on equity13.2%+3.1pp
Debt / equity0.4×0.0×

Where this comes from

Reported directly by Principal Financial Group in its filing.

Tagged under the XBRL concept us-gaap:EquitySecuritiesFvNiCurrentAndNoncurrent.

The official record: Principal Financial Group’s 10-Q, filed July 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Principal Financial Group's equity securities?
Principal Financial Group (PFG) reported equity securities of $2.6B in Q2 2026.
How has Principal Financial Group's equity securities changed year-over-year?
Principal Financial Group's equity securities increased by 64.0% year-over-year, from $1.59B to $2.6B.
What is the long-term trend for Principal Financial Group's equity securities?
Over 5 years (2020 to 2025), Principal Financial Group's equity securities has grown at a 2.1% compound annual growth rate (CAGR), from $2.01B to $2.24B.
What does equity securities mean?
Insurance company investments in equity securities (stocks, equity funds) measured at fair value.