PFG (Principal Financial Group) Marketable Securities: $27,611 Mil (As of Mar. 2026)

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PFG Principal Financial Group Inc PFG
70 GF Score
Price $113.91
GF Value $91.08
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Principal Financial Group Marketable Securities?

Principal Financial Group PFG +0.75% 70 Marketable Securities is $27,611 Mil as of Mar. 2026. GuruFocus rates PFG with a GF Score™ of 70/100 and a GF Value™ of $91.08 (Modestly Overvalued). The stock has 7 warning signs investors should review.

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price. Principal Financial Group's Marketable Securities for the quarter that ended in Mar. 2026 was $27,611 Mil.

Principal Financial Group's annual Marketable Securities increased from Dec. 2023 ($65,673 Mil) to Dec. 2024 ($68,251 Mil) but then declined from Dec. 2024 ($68,251 Mil) to Dec. 2025 ($27,817 Mil).

Principal Financial Group  (NAS:PFG) Marketable Securities Explanation

Marketable Securities are very liquid as they tend to have maturities of less than one year. Furthermore, the rate at which these securities can be bought or sold has little effect on their prices.

Please note, GuruFocus' Marketable Securities also includes "Other Short Term Investment".

Principal Financial Group Marketable Securities Related Terms

Principal Financial Group Marketable Securities Historical Data

* Premium members only.

The historical data trend for Principal Financial Group's Marketable Securities can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Principal Financial Group Marketable Securities Chart

Principal Financial Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Marketable Securities
Get a 7-Day Free Trial Premium Member Only Premium Member Only 78,154.50 62,889.90 65,673.10 68,251.00 27,816.50

Principal Financial Group Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Marketable Securities Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 26,339.50 27,280.30 26,856.90 27,816.50 27,610.60
PFG
70GF Score
Principal Financial Group Inc PFG
Marketable Securities is just one metric. See GF Score™, valuation, warning signs, and more.
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Principal Financial Group Marketable Securities Calculation

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price.

Frequently Asked Questions Learn more about Marketable Securities →
What does a Marketable Securities of $27,611 Mil mean?
Principal Financial Group (PFG) has a Marketable Securities of $27,611 Mil as of Mar. 2026. Marketable securities are high-liquid securites not directly classified as cash or cash equivalents. View historical data on Principal Financial Group and its competitors.
Is Principal Financial Group's Marketable Securities too high?
Principal Financial Group's current Marketable Securities is $27,611 Mil. Overall, Principal Financial Group has a GF Score™ of 70/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Principal Financial Group's Marketable Securities compare to TROW and ARES?
Principal Financial Group's Marketable Securities of $27,611 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Marketable Securities for an Asset Management company?
A good Marketable Securities depends on the Asset Management industry context. However, Marketable Securities should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Marketable Securities mean?
A high Marketable Securities can signal that a stock is expensive relative to its fundamentals. Marketable securities are high-liquid securites not directly classified as cash or cash equivalents. View historical data on Principal Financial Group and its competitors. Principal Financial Group's current Marketable Securities is $27,611 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Principal Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Principal Financial Group (PFG) is currently considered Modestly Overvalued. The stock's GF Value™ is $91.08, compared to a current price of $113.91 — trading 25.1% above its estimated fair value. The current Marketable Securities is $27,611 Mil. Principal Financial Group's overall GF Score™ is 70/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Marketable Securities calculated?
Marketable Securities is calculated from a company's financial statements. For Principal Financial Group (PFG), the current Marketable Securities is $27,611 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Principal Financial Group (PFG) Overvalued in 2026?

Based on GuruFocus' analysis, Principal Financial Group stock appears to be overvalued. The current stock price of $113.91 is trading 25.1% above its estimated GF Value™ of $91.08. GuruFocus considers Principal Financial Group to be Modestly Overvalued.

Key valuation signals for PFG:

  • Marketable Securities: $27,611 Mil
  • GF Value™: $91.08 vs. price of $113.91 (25.1% above fair value)
  • GF Score™: 70/100 with 7 warning signs

No single metric tells the full story. See the PFG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Principal Financial Group Business Description

Other Exchanges 0KO5:UKPG4:Germany
Address 711 High Street, Des Moines, IA, USA, 50392
Principal Financial Group Inc is a financial services provider. It offers various financial products and services including retirement, asset management, and workplace benefits and protection solutions to individuals and institutional clients. The company, along with its subsidiaries, operates in the following reportable segments; Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Maximum revenue is generated from the Retirement and Income Solutions segment which provides workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities (including RILAs), pension risk transfer, and investment services to businesses, their employees, and other individuals.
70GF Score

Get the complete analysis for PFG

Marketable Securities is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$113.91
Price
$91.08
GF Value