Principal Financial Long-Term Investments 2010-2024 | PFG
Principal Financial long-term investments from 2010 to 2024. Long-term investments can be defined as the aggregate value of debt and or equity investments with maturities or benefits lasting more than one year.
- Principal Financial long-term investments for the quarter ending September 30, 2024 were $103.488B, a 9.16% increase year-over-year.
- Principal Financial long-term investments for 2023 were $99.107B, a 3.37% increase from 2022.
- Principal Financial long-term investments for 2022 were $95.878B, a 12.52% decline from 2021.
- Principal Financial long-term investments for 2021 were $109.602B, a 2.41% increase from 2020.
| Principal Financial Annual Long-Term Investments (Millions of US $) |
|
|---|---|
| 2023 | $99,107 |
| 2022 | $95,878 |
| 2021 | $109,602 |
| 2020 | $107,018 |
| 2019 | $97,038 |
| 2018 | $85,403 |
| 2017 | $82,713 |
| 2016 | $76,416 |
| 2015 | $70,366 |
| 2014 | $68,940 |
| 2013 | $67,289 |
| 2012 | $69,396 |
| 2011 | $66,767 |
| 2010 | $66,644 |
| 2009 | $64,628 |
| Principal Financial Quarterly Long-Term Investments (Millions of US $) |
|
|---|---|
| 2024-09-30 | $103,488 |
| 2024-06-30 | $99,980 |
| 2024-03-31 | $99,751 |
| 2023-12-31 | $99,107 |
| 2023-09-30 | $94,802 |
| 2023-06-30 | $97,570 |
| 2023-03-31 | $98,829 |
| 2022-12-31 | $95,878 |
| 2022-09-30 | $94,605 |
| 2022-06-30 | $98,554 |
| 2022-03-31 | $103,921 |
| 2021-12-31 | $109,602 |
| 2021-09-30 | $107,622 |
| 2021-06-30 | $106,675 |
| 2021-03-31 | $105,499 |
| 2020-12-31 | $107,018 |
| 2020-09-30 | $103,762 |
| 2020-06-30 | $101,261 |
| 2020-03-31 | $95,497 |
| 2019-12-31 | $97,038 |
| 2019-09-30 | $95,104 |
| 2019-06-30 | $91,859 |
| 2019-03-31 | $89,224 |
| 2018-12-31 | $85,403 |
| 2018-09-30 | $84,668 |
| 2018-06-30 | $83,033 |
| 2018-03-31 | $82,589 |
| 2017-12-31 | $82,713 |
| 2017-09-30 | $81,838 |
| 2017-06-30 | $79,656 |
| 2017-03-31 | $78,437 |
| 2016-12-31 | $76,416 |
| 2016-09-30 | $78,372 |
| 2016-06-30 | $77,250 |
| 2016-03-31 | $74,388 |
| 2015-12-31 | $70,366 |
| 2015-09-30 | $70,132 |
| 2015-06-30 | $68,675 |
| 2015-03-31 | $69,394 |
| 2014-12-31 | $68,940 |
| 2014-09-30 | $68,640 |
| 2014-06-30 | $69,112 |
| 2014-03-31 | $68,648 |
| 2013-12-31 | $67,289 |
| 2013-09-30 | $67,840 |
| 2013-06-30 | $68,347 |
| 2013-03-31 | $70,010 |
| 2012-12-31 | $69,396 |
| 2012-09-30 | $69,883 |
| 2012-06-30 | $67,820 |
| 2012-03-31 | $67,915 |
| 2011-12-31 | $66,767 |
| 2011-09-30 | $67,453 |
| 2011-06-30 | $66,578 |
| 2011-03-31 | $66,032 |
| 2010-12-31 | $66,644 |
| 2010-09-30 | $68,005 |
| 2010-06-30 | $66,566 |
| 2010-03-31 | $66,249 |
| 2009-12-31 | $64,628 |
| 2009-09-30 | $64,350 |
| 2009-06-30 | $60,949 |
| 2009-03-31 | $59,258 |
| Sector | Industry | Market Cap | Revenue |
|---|---|---|---|
| Finance | Finance - Investment Management | $19.947B | $13.666B |
| Principal Financial Group Inc. is a leader in global investment management company offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through our diverse family of financial services companies. The global asset management businesses provide long-term investment strategies to institutional, retirement, high net worth and retail clients by offering a range of capabilities including equity, fixed income, real estate and other alternative investments, as well as fund offerings. In the United States, the company primarily focuses on small and medium-sized businesses by offering a broad array of retirement and employee benefit solutions and individual insurance solutions. | |||
| Stock Name | Country | Market Cap | PE Ratio |
|---|---|---|---|
| BlackRock (BLK) | United States | $156.104B | 25.52 |
| KKR (KKR) | United States | $138.475B | 42.02 |
| Apollo Global Management (APO) | United States | $94.970B | 26.38 |
| Ameriprise Financial (AMP) | United States | $54.716B | 16.84 |
| Ares Management (ARES) | United States | $53.641B | 43.39 |
| Blue Owl Capital (OWL) | United States | $33.953B | 31.35 |
| T Rowe Price (TROW) | United States | $26.199B | 13.21 |
| TPG (TPG) | United States | $25.067B | 35.42 |
| Carlyle Group (CG) | United States | $19.064B | 14.81 |
| Franklin Resources (BEN) | United States | $11.281B | 8.99 |
| Hamilton Lane (HLNE) | United States | $10.927B | 43.17 |
| SEI Investments (SEIC) | United States | $10.485B | 19.65 |
| Invesco (IVZ) | United States | $8.220B | 10.95 |
| Janus Henderson Group (JHG) | United Kingdom | $7.195B | 13.75 |
| ONEX (ONEXF) | Canada | $6.462B | 9.56 |
| Affiliated Managers (AMG) | United States | $5.574B | 8.61 |
| Cohen & Steers Inc (CNS) | United States | $5.309B | 37.24 |
| Victory Capital Holdings (VCTR) | United States | $4.555B | 14.10 |
| AllianceBernstein Holding (AB) | United States | $4.202B | 12.24 |
| Artisan Partners Asset Management (APAM) | United States | $3.951B | 14.99 |
| Federated Hermes (FHI) | United States | $3.453B | 10.90 |
| Grupo Aval Acciones Y Valores S.A (AVAL) | Colombia | $2.386B | 22.33 |
| Fairfax India Holdings (FFXDF) | Canada | $2.234B | 17.19 |
| GCM Grosvenor (GCMG) | United States | $2.168B | 28.70 |
| Prospect Capital (PSEC) | United States | $1.910B | 4.71 |
| Virtus Investment Partners (VRTS) | United States | $1.713B | 9.77 |
| Cannae Holdings (CNNE) | United States | $1.334B | 0.00 |
| BrightSphere Investment Group (BSIG) | United States | $1.124B | 13.39 |
| Sprott (SII) | Canada | $1.112B | 23.63 |
| Capital Southwest (CSWC) | United States | $1.083B | 8.57 |
| Noah Holdings (NOAH) | China | $0.831B | 8.60 |
| PennantPark Floating Rate Capital (PFLT) | United States | $0.828B | 8.88 |
| Associated Capital (AC) | United States | $0.774B | 13.84 |
| Eagle Point Credit (ECC) | United States | $0.746B | 7.82 |
| Patria Investments (PAX) | Cayman Islands | $0.740B | 10.96 |
| Gamco Investors (GAMI) | United States | $0.628B | 9.96 |
| Value Line (VALU) | United States | $0.490B | 24.54 |
| Barings Corporate Investors (MCI) | $0.389B | 0.00 | |
| Silvercrest Asset Management Group (SAMG) | United States | $0.257B | 19.27 |
| Barings Participation Investors (MPV) | $0.175B | 0.00 | |
| Portman Ridge Finance (PTMN) | United States | $0.164B | 5.58 |
| ArrowMark Financial (BANX) | United States | $0.149B | 0.00 |
| Westwood Holdings Group Inc (WHG) | United States | $0.143B | 30.90 |
| OFS Credit (OCCI) | $0.114B | 3.49 | |
| DWS Strategic Municipal Income Trust (KSM) | $0.112B | 0.00 | |
| Great Elm Capital (GECC) | United States | $0.106B | 6.74 |
| AMTD IDEA Group (AMTD) | France | $0.094B | 0.00 |
| Hennessy Advisors (HNNA) | United States | $0.079B | 13.05 |
| Binah Capital (BCG) | United States | $0.055B | 0.00 |
| U.S Global Investors (GROW) | United States | $0.034B | 19.31 |
| Royalty Management Holding (RMCO) | United States | $0.016B | 0.00 |
| Prestige Wealth (PWM) | Hong Kong, SAR China | $0.009B | 0.00 |
| Jupai Holdings (JP) | China | $0.000B | 0.00 |
| Insight Select Income Fund (INSI) | $0.000B | 0.00 | |
| Medley Management (MDLY) | United States | $0.000B | 0.00 |
| Monroe Capital (MRCC) | United States | $0.000B | 7.58 |
| Sound Point Meridian Capital (SPMC) | United States | $0.000B | 0.00 |