Principal Financial Group Net real estate investments decreased by 0.1% to $2.41B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 3.0%, from $2.48B to $2.41B. Over 5 years (FY 2020 to FY 2025), Net real estate investments shows an upward trend with a 6.0% CAGR.
An increase indicates a shift toward alternative asset classes for yield, while a decrease suggests a move toward more liquid, traditional securities.
This represents the net book value of real estate assets held for investment purposes rather than for operational use. I...
Most insurance companies hold a small, stable percentage of real estate to diversify investment risk.
non_current_assets_real_estate_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 | $1.94B | $1.97B | $2.08B | $2.14B | $2.07B | $2.14B | $2.24B | $2.30B | $2.35B | $2.32B | $2.35B | $2.36B | $2.43B | $2.42B | $2.46B | $2.48B | $2.50B | $2.39B | $2.41B | $2.41B |
| QoQ Change | — | +1.2% | +5.6% | +3.1% | -3.1% | +3.0% | +4.8% | +2.7% | +2.2% | -1.3% | +1.1% | +0.8% | +3.0% | -0.4% | +1.7% | +0.6% | +0.6% | -4.4% | +0.9% | -0.1% |
| YoY Change | — | — | — | — | +6.8% | +8.7% | +7.9% | +7.5% | +13.4% | +8.6% | +4.7% | +2.8% | +3.5% | +4.5% | +5.1% | +4.9% | +2.6% | -1.5% | -2.2% | -3.0% |