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% quarter-over-quarter 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.
- Pension for Q1 2026 came in at $39.1 billion, up 3.17% year-over-year; the trailing twelve-month figure through Mar 2026 was $39.1 billion (up 3.17% YoY), and the FY2025 annual result was $40.0 billion, up 12868.16% from the prior year.
- Pension fell to $39.1 billion in Q1 2026 per PFG's latest filing, from $40.0 billion in the prior quarter.
- Over five years, Pension peaked at $40.0 billion in Q4 2025 and troughed at $308.4 million in Q4 2024.
- A 5-year average of $33.9 billion and a median of $36.1 billion in 2024 frame the typical range for Pension.
- The sharpest annual moves came in 2024 and 2025: Pension slumped 99.16% in 2024, then jumped 12868.16% in 2025.
- A 5-year view of Pension shows it stood at $34.1 billion in 2022, then grew by 7.19% to $36.5 billion in 2023, then tumbled by 99.16% to $308.4 million in 2024, then jumped by 12868.16% to $40.0 billion in 2025, then declined by 2.18% to $39.1 billion in 2026.
- Business Quant data shows PFG's Pension at $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 | BlackRock | 163.18 Bn | 153.56 Bn | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - |
| 10 | Principal Financial | 23.79 Bn | 20.28 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 |