Principal Financial Group Other Investments increased by 1.6% to $9.93B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 20.9%, from $8.22B to $9.93B. Over 5 years (FY 2020 to FY 2025), Other Investments shows an upward trend with a 13.8% CAGR.
An increase indicates diversification into alternative assets, while a decrease suggests a shift back to traditional liquid securities.
This category includes miscellaneous investments that do not fit into standard classifications like debt or equity secur...
Varies widely based on the sophistication and risk profile of the insurer's investment office.
other_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 | $5.44B | $5.34B | $5.48B | $5.65B | $5.43B | $5.61B | $6.12B | $6.42B | $6.45B | $6.57B | $7.04B | $7.38B | $7.58B | $7.78B | $7.99B | $8.22B | $8.71B | $9.34B | $9.78B | $9.93B |
| QoQ Change | — | -1.8% | +2.6% | +3.0% | -3.9% | +3.4% | +9.1% | +4.9% | +0.4% | +1.9% | +7.1% | +4.9% | +2.8% | +2.6% | +2.7% | +2.8% | +6.0% | +7.2% | +4.7% | +1.6% |
| YoY Change | — | — | — | — | -0.2% | +5.0% | +11.7% | +13.8% | +18.8% | +17.1% | +14.9% | +14.9% | +17.7% | +18.5% | +13.6% | +11.3% | +14.9% | +20.0% | +22.3% | +20.9% |