Discontinued — last reported Q3 '19

Non-Current Assets

Mortgage loans

Principal Financial Group Mortgage loans increased by 0.6% to $21.13B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 4.3%, from $20.26B to $21.13B. Over 5 years (FY 2020 to FY 2025), Mortgage loans shows an upward trend with a 3.9% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2015
Last reportedQ3 2019

How to read this metric

An increase indicates a focus on stable, collateralized income, while a decrease may suggest a shift toward more liquid fixed-income instruments.

Detailed definition

This represents the value of mortgage loans held as investment assets, net of any allowances for credit losses. These lo...

Peer comparison

Common among insurers seeking long-duration, yield-generating assets.

Metric ID: ins_mortgage_loans

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$18.42B$19.43B$19.67B$20.54B$20.28B$20.60B$20.63B$20.60B$20.41B$20.23B$20.14B$20.29B$20.25B$20.02B$20.48B$20.26B$20.66B$20.68B$21.01B$21.13B
QoQ Change+5.5%+1.2%+4.4%-1.3%+1.6%+0.1%-0.1%-0.9%-0.9%-0.4%+0.8%-0.2%-1.2%+2.3%-1.1%+2.0%+0.1%+1.6%+0.6%
YoY Change+10.1%+6.1%+4.9%+0.3%+0.7%-1.8%-2.4%-1.5%-0.8%-1.1%+1.7%-0.2%+2.0%+3.3%+2.6%+4.3%
Range$18.42B$21.13B
CAGR+2.9%
Avg YoY Growth+1.8%
Median YoY Growth+1.2%
Current Streak4 quarters growth

Frequently Asked Questions

What is Principal Financial Group's mortgage loans?
Principal Financial Group (PFG) reported mortgage loans of $21.13B in Q1 2026.
How has Principal Financial Group's mortgage loans changed year-over-year?
Principal Financial Group's mortgage loans increased by 4.3% year-over-year, from $20.26B to $21.13B.
What is the long-term trend for Principal Financial Group's mortgage loans?
Over 5 years (2020 to 2025), Principal Financial Group's mortgage loans has grown at a 3.9% compound annual growth rate (CAGR), from $17.34B to $21.01B.
What does mortgage loans mean?
The value of the company's mortgage loan portfolio, net of expected losses.