Principal Financial Group Inc Long-term Investment Intensity

Latest as of June 2026: 22.0%

Principal Financial Group Inc long-term investment intensity. Principal Financial Group Inc (PFG) has a Long-term Investment Intensity of 22.0% as of June 2026. Long-term investments of $77.68 Billion represent 22.0% of total assets of $352.75 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read PFG liabilities breakdown for a breakdown of total debt and financial obligations.

LT Investment Intensity

22.0%
LT Investments / Total Assets

Long-term Investments

$77.68 Billion
USD

Total Assets

$352.75 Billion
USD

Country

USA
NASDAQ

Long-term Investment Intensity of Principal Financial Group Inc (2012–2025)

Long-term investment intensity of Principal Financial Group Inc from 2012 to 2025. This chart shows how Principal Financial Group Inc's Long-term Investment Intensity has evolved across 14 annual periods from 2012 to 2025. As of June 2026, the intensity stands at 22.0%, reflecting long-term investments of $77.68 Billion against total assets of $352.75 Billion USD.

Principal Financial Group Inc Long-term Investment Intensity by Year (2012–2025)

Principal Financial Group Inc long-term investment intensity by year from 2012 to 2025. The table below presents the year-by-year Long-term Investment Intensity for Principal Financial Group Inc from 2012 to 2025, covering 14 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see total assets of Principal Financial Group Inc.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 22.5% $76.84 Billion $341.38 Billion ▼ -0.3 pp
2024 22.8% $71.57 Billion $313.66 Billion ▲ +0.5 pp
2023 22.3% $67.99 Billion $305.05 Billion ▼ -9.3 pp
2022 31.6% $95.83 Billion $303.00 Billion ▼ -4.3 pp
2021 36.0% $109.60 Billion $304.66 Billion ▲ +1.8 pp
2020 34.1% $107.02 Billion $313.47 Billion ▲ +0.8 pp
2019 33.3% $97.04 Billion $291.05 Billion ▼ -1.8 pp
2018 35.1% $85.40 Billion $243.04 Billion ▲ +2.6 pp
2017 32.6% $82.71 Billion $253.94 Billion ▼ -0.9 pp
2016 33.5% $76.42 Billion $228.01 Billion ▲ +1.3 pp
2015 32.2% $70.37 Billion $218.69 Billion ▲ +0.7 pp
2014 31.5% $68.94 Billion $219.09 Billion ▼ -0.9 pp
2013 32.3% $67.29 Billion $208.19 Billion ▼ -10.5 pp
2012 42.9% $69.40 Billion $161.93 Billion —
pp = percentage points