Principal Financial (PFG) Pension (2014 - 2026)

Principal Financial's (PFG) quarterly Pension came in at $39.1 billion in Q1 2026, up 3.17% year-on-year from $37.9 billion in Q1 2025, and down 2.18% on a QoQ basis from $40.0 billion in Q4 2025.

Principal Financial (PFG) Pension (2014 - 2026) Analysis & Trends

Principal Financial (PFG) has 13 years of Pension data on file, last reported at $39.1 billion in Q1 2026.

  • On a quarterly basis, Pension rose 3.17% year-over-year to $39.1 billion in Q1 2026; TTM through Mar 2026 was $39.1 billion, a 3.17% increase from a year earlier, with the FY2025 full-year figure at $40.0 billion, up 12868.16% from the prior year.
  • Pension for Q1 2026 stood at $39.1 billion, down from $40.0 billion in the prior quarter.
  • Over the last five years, Pension for PFG reached as high as $40.0 billion in Q4 2025 and fell as low as $308.4 million in Q4 2024.
  • Historically, Pension has averaged $33.9 billion across 5 years, with a median of $36.1 billion in 2024.
  • Across the five-year window, Pension jumped 14414.02% in 2022 and plunged 99.16% in 2024, its largest moves.
  • Year by year, Pension stood at $34.1 billion in 2022, then gained by 7.19% to $36.5 billion in 2023, then plunged by 99.16% to $308.4 million in 2024, then jumped by 12868.16% to $40.0 billion in 2025, then decreased by 2.18% to $39.1 billion in 2026.
  • Per Business Quant data, the three most recent Pension figures were $39.1 billion in Q1 2026, $40.0 billion in Q4 2025, and $38.3 billion in Q2 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn
2 BlackRock 161.01 Bn 148.08 Bn -
3 Blackstone 97.77 Bn 96.72 Bn -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn
5 State Street 51.30 Bn 51.30 Bn -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn
7 Northern Trust 32.93 Bn 32.93 Bn -
8 Raymond James Financial 32.59 Bn 17.67 Bn -
9 Price T Rowe 24.70 Bn 21.13 Bn -
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 39.12 Bn
Dec 31, 2025 39.99 Bn
Jun 30, 2025 38.29 Bn
Mar 31, 2025 37.92 Bn
Dec 31, 2024 308.40 Mn
Sep 30, 2024 38.59 Bn
Jun 30, 2024 36.09 Bn
Mar 31, 2024 35.75 Bn
Dec 31, 2023 36.51 Bn
Sep 30, 2023 32.95 Bn
Jun 30, 2023 35.23 Bn
Mar 31, 2023 35.62 Bn
Dec 31, 2022 34.06 Bn
Dec 31, 2021 234.70 Mn
Dec 31, 2020 43.49 Bn
Dec 31, 2019 590.60 Mn
Dec 31, 2018 557.90 Mn
Dec 31, 2017 658.30 Mn
Dec 31, 2016 686.40 Mn
Dec 31, 2015 708.60 Mn