Principal Financial (PFG) Pension (2014 - 2026)
Principal Financial (PFG) reported Pension of $39.1 billion for Q1 2026, up 3.17% year-over-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) has 13 years of Pension data on file, last reported at $39.1 billion in Q1 2026.
- Quarterly Pension rose 3.17% year-over-year to $39.1 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $39.1 billion (up 3.17% YoY) and the FY2025 annual result came in at $40.0 billion, up 12868.16% from the prior year.
- Pension retreated to $39.1 billion in Q1 2026 per PFG's latest filing, from $40.0 billion in the prior quarter.
- Across five years, Pension topped out at $40.0 billion in Q4 2025 and bottomed at $308.4 million in Q4 2024.
- The 5-year median for Pension is $36.1 billion (2024), against an average of $33.9 billion.
- The widest annual swing landed in 2024, when Pension plunged 99.16%; it then surged 12868.16% in 2025.
- Tracing PFG's Pension over 5 years: stood at $34.1 billion in 2022, then advanced by 7.19% to $36.5 billion in 2023, then sank by 99.16% to $308.4 million in 2024, then surged by 12868.16% to $40.0 billion in 2025, then slipped by 2.18% to $39.1 billion in 2026.
- Per Business Quant, the three latest PFG Pension figures stand at $39.1 billion (Q1 2026), $40.0 billion (Q4 2025), and $38.3 billion (Q2 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 | 1.12 Bn |
| 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 |
| Dec 31, 2014 | 664.40 Mn |