Principal Financial Group Inc - Asset Resilience Ratio

Latest as of March 2026: 8.30%

Principal Financial Group Inc (PFG) has an Asset Resilience Ratio of 8.30% as of March 2026. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.

Liquid Assets

$27.61 Billion
Cash + Short-term Investments

Total Assets

$332.70 Billion
All company assets

Resilience Assessment

Low
Financial Resilience Level

Asset Resilience Ratio Trend (2000–2025)

This chart shows how Principal Financial Group Inc's Asset Resilience Ratio has changed over time. Check Principal Financial Group Inc strategic asset allocation index to assess the company's strategic physical and investment asset allocation.

Liquid Assets Composition Over Time

This chart breaks down Principal Financial Group Inc's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see PFG market cap.

Current Liquid Assets Breakdown

Component Amount % of Total Assets
Cash & Equivalents $0.00 0%
Short-term Investments $27.61 Billion 8.3%
Total Liquid Assets $27.61 Billion 8.30%

Asset Resilience Insights

  • Limited Liquidity: Principal Financial Group Inc maintains only 8.30% of assets in liquid form.
  • This low level may indicate efficient asset utilization but could pose risks during economic downturns.
  • The company has significant short-term investments, indicating active treasury management.

Principal Financial Group Inc Industry Peers by Asset Resilience Ratio

Compare Principal Financial Group Inc's asset resilience ratio with other companies in the same industry.

Company Industry Asset Resilience Ratio
Angel Oak Financial Strategies Income Term Trust
NYSE:FINS
Asset Management -31.09%
Pearl Diver Credit Company Inc.
NYSE:PDCC
Asset Management 1.77%
Ameriprise Financial Inc
NYSE:AMP
Asset Management 20.26%
Bajaj Holdings & Investment Limited
NSE:BAJAJHLDNG
Asset Management 1.12%
Australian Foundation Investment Company Ltd
AU:AFI
Asset Management 0.00%
Reinet Investments S.C.A
AS:REINA
Asset Management -0.11%
Caitong Securities Co Ltd
SHG:601108
Asset Management 13.57%
Remgro Ltd
JSE:REM
Asset Management 3.61%

Annual Asset Resilience Ratio for Principal Financial Group Inc (2000–2025)

The table below shows the annual Asset Resilience Ratio data for Principal Financial Group Inc.

Year Asset Resilience Ratio (%) Liquid Assets Total Assets Change
2025-12-31 8.51% $29.06 Billion $341.38 Billion -13.57pp
2024-12-31 22.09% $69.27 Billion $313.66 Billion +0.28pp
2023-12-31 21.80% $66.51 Billion $305.05 Billion +1.05pp
2022-12-31 20.76% $62.89 Billion $303.00 Billion -5.04pp
2021-12-31 25.79% $78.58 Billion $304.66 Billion +0.68pp
2020-12-31 25.11% $78.71 Billion $313.47 Billion +1.02pp
2019-12-31 24.09% $70.11 Billion $291.05 Billion -0.65pp
2018-12-31 24.73% $60.11 Billion $243.04 Billion +1.31pp
2017-12-31 23.42% $59.48 Billion $253.94 Billion -0.67pp
2016-12-31 24.10% $54.95 Billion $228.01 Billion +1.20pp
2015-12-31 22.90% $50.07 Billion $218.69 Billion +0.17pp
2014-12-31 22.73% $49.79 Billion $219.09 Billion -0.74pp
2013-12-31 23.47% $48.87 Billion $208.19 Billion -8.07pp
2012-12-31 31.54% $51.08 Billion $161.93 Billion +31.49pp
2011-12-31 0.05% $77.10 Million $148.30 Billion -0.06pp
2010-12-31 0.12% $169.90 Million $145.63 Billion -0.04pp
2009-12-31 0.16% $214.00 Million $137.76 Billion -1.26pp
2008-12-31 1.42% $1.81 Billion $128.18 Billion +0.04pp
2007-12-31 1.37% $2.12 Billion $154.52 Billion +0.39pp
2006-12-31 0.98% $1.41 Billion $143.66 Billion +0.11pp
2005-12-31 0.88% $1.11 Billion $127.04 Billion -0.52pp
2004-12-31 1.39% $1.59 Billion $113.80 Billion +0.04pp
2003-12-31 1.36% $1.46 Billion $107.75 Billion +0.02pp
2002-12-31 1.34% $1.20 Billion $89.86 Billion +0.40pp
2001-12-31 0.94% $829.80 Million $88.35 Billion -0.38pp
2000-12-31 1.32% $1.11 Billion $84.41 Billion --
pp = percentage points

About Principal Financial Group Inc

NASDAQ:PFG USA Asset Management
Market Cap
$23.67 Billion
Market Cap Rank
#1119 Global
#464 in USA
Share Price
$109.57
Change (1 day)
-2.22%
52-Week Range
$75.53 - $113.95
All Time High
$113.95
About

Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and… Read more