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$ 106.13BInvestments
VS
Market
99
Sector
93
Industry
93
History
93
$ 84.18Close
$ 69.56 - $ 91.26 52-Week Range
Ticker Information

Ticker

PFG

Company Name

PRINCIPAL FINANCIAL GROUP INC

Sector

Financial Services

Industry

Asset Management

Exchange

NASDAQ

PRINCIPAL FINANCIAL GROUP INC - Investments Chart Analysis (TTM)

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PFG - Investments Historical data
DateInvestments
6/30/2025$ 106.13B
3/31/2025$ 105.29B
12/31/2024$ 103.38B
9/30/2024$ 102.65B
6/30/2024$ 99.16B
3/31/2024$ 98.91B
12/31/2023$ 98.32B
9/30/2023$ 93.98B
6/30/2023$ 96.79B
3/31/2023$ 98.03B
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Key Performance Insights, Last 5 Years

  • PRINCIPAL FINANCIAL GROUP INC's latest trailing twelve months (TTM) Investments stands at $ 103.03B.
  • Over the past 5 years, PRINCIPAL FINANCIAL GROUP INC's average Investments has been $ 101.42B.
  • The median Investments for PRINCIPAL FINANCIAL GROUP INC during this period was $ 102.84B
  • PRINCIPAL FINANCIAL GROUP INC reached its highest Investments over the past 5 years at $ 108.91B.
  • The lowest Investments recorded by PRINCIPAL FINANCIAL GROUP INC in the same timeframe $ 93.84B

PRINCIPAL FINANCIAL GROUP INC's Investments vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

Investments Benchmarks
CompanyInvestments
CRBG : COREBRIDGE FINANCIAL INC $ 254.03BBEN : FRANKLIN RESOURCES INC $ 14.04BEQH : EQUITABLE HOLDINGS INC $ 121.8BFNF : FIDELITY NATIONAL FINANCIAL INC $ 68.02BTROW : PRICE T ROWE GROUP INC $ 3.36BARCC : ARES CAPITAL CORP $ 27.89BCNA : CNA FINANCIAL CORP $ 49.05BCG : CARLYLE GROUP INC $ 21.06BL : LOEWS CORP $ 52.99BEG : EVEREST GROUP LTD $ 42.4B

Definition of Investments

[Balance Sheet] A component of [Assets] representing the total amount of marketable and non-marketable securities, loans receivable and other invested assets.

PFG - Investments, Last 5 years

$ 93.84B

Minimum

Sep 30, 2022

$ 108.91B

Maximum

Dec 31, 2021

$ 101.42B

Average

$ 102.84B

Median

Investments Benchmark Analysis

The chart above depicts the distribution of Investments for companies in the Total Stock Market. The average Investments of the companies is $ 4.74M with a standard deviation of $ 11.26M.
The following table provides additional summary stats:
Investments in the Market:
filtered constituents2.64K
min$ 0
max$ 55.09M
average$ 4.74M
median$ 0
std$ 11.26M