Principal Financial Group Inc (PFG) — Long-term Investment Intensity

Latest as of June 2026: 22.0%

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. Check how resilient are Principal Financial Group Inc's assets to evaluate the company's liquid asset resilience ratio.

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

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

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. For the complete balance sheet picture, see Principal Financial Group Inc total assets.

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

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. Read how much debt does Principal Financial Group Inc carry for a breakdown of total debt and financial obligations.

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