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Principal Financial Group PFG Long-term investments

Long-term investments at other companies

Prudential Financial logo
Prudential FinancialPRU
$474.12B+5.4%
Equitable Holdings logo
Equitable HoldingsEQH
$121.68B+2.3%
Corebridge Financial logo
Corebridge FinancialCRBG
$263.65B+5.4%
Lincoln National logo
Lincoln NationalLNC
$138.74B+7.4%
Horace Mann Educators logo
Horace Mann EducatorsHMN
$7.24B+3.3%
BEN
Franklin ResourcesBEN
$2.57B+15.3%

Other financials

Income statement

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Revenue$3.5B-4.5%
Net income$424.6M+783%
EPS (diluted)$1.93+819%

Balance sheet

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Cash & equivalents$4.1B+4.6%
Total debt$3.9B-9.3%
Total equity$11.8B+5.3%
Total assets$332.70B+6.3%

Cash flow

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Operating cash flow$187.1M-80.9%

Valuation

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Market cap$23.38B+29.0%
Enterprise value$23.28B+26.4%
P/E15×-0.9×
P/S1.5×+0.3×

Profitability

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Net margin10.1%+3.2pp

Returns & leverage

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Return on equity13.6%+3.9pp
Debt / equity0.3×-0.1×

Where this comes from

Reported directly by Principal Financial Group in its filing.

Tagged under the XBRL concept us-gaap:Investments.

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

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Questions, answered.

What is Principal Financial Group's long-term investments?
Principal Financial Group (PFG) reported long-term investments of $110.86B in Q1 2026.
How has Principal Financial Group's long-term investments changed year-over-year?
Principal Financial Group's long-term 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 long-term investments?
Over 5 years (2020 to 2025), Principal Financial Group's long-term investments has grown at a 0.8% compound annual growth rate (CAGR), from $106.31B to $110.9B.
What does long-term investments mean?
Equity investments, venture capital, strategic stakes, and other investments with holding periods expected to exceed one year.