Principal Financial Group Trading account securities increased by 2.0% to $1.27B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 2.9%, from $1.31B to $1.27B. Over 5 years (FY 2020 to FY 2025), Trading account securities shows an upward trend with a 18.5% CAGR.
An increase indicates a more aggressive trading strategy, while a decrease suggests a shift toward more passive or long-term investment strategies.
Debt securities held primarily for the purpose of selling them in the near term to generate profits from price fluctuati...
Common in financial institutions; peers with proprietary trading desks will show higher balances in this category.
non_current_assets_trading_securities_debt| 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 | $445.20M | $413.50M | $422.20M | $414.80M | $391.30M | $702.70M | $760.70M | $787.90M | $707.30M | $722.20M | $836.20M | $877.70M | $786.10M | $858.90M | $1.02B | $1.31B | $1.24B | $1.36B | $1.24B | $1.27B |
| QoQ Change | — | -7.1% | +2.1% | -1.8% | -5.7% | +79.6% | +8.3% | +3.6% | -10.2% | +2.1% | +15.8% | +5.0% | -10.4% | +9.3% | +19.1% | +27.7% | -5.5% | +9.8% | -8.3% | +2.0% |
| YoY Change | — | — | — | — | -12.1% | +69.9% | +80.2% | +89.9% | +80.8% | +2.8% | +9.9% | +11.4% | +11.1% | +18.9% | +22.4% | +48.9% | +57.1% | +58.0% | +21.5% | -2.9% |