Principal Financial (PFG) Pension (2014 - 2026)
Principal Financial (PFG) posted quarterly 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 reported Pension for 13 consecutive years, with $39.1 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Pension rose 3.17% year-over-year to $39.1 billion; the TTM figure through Mar 2026 stood at $39.1 billion (up 3.17% YoY), while the FY2025 annual figure was $40.0 billion, up 12868.16% from the prior year.
- Pension eased 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.
- Historically, Pension has averaged $33.9 billion across 5 years, with a median of $36.1 billion in 2024.
- Annual changes were most pronounced in 2024 — Pension slumped 99.16% — and 2025, when it jumped 12868.16%.
- Principal Financial's Pension stood at $34.1 billion in 2022, then increased by 7.19% to $36.5 billion in 2023, then plunged by 99.16% to $308.4 million in 2024, then surged by 12868.16% to $40.0 billion in 2025, then fell 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.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 179.23 Bn | 165.36 Bn | - |
| 2 | Blackstone | 114.49 Bn | 111.98 Bn | - |
| 3 | Kkr | 96.85 Bn | -180.22 Bn | - |
| 4 | Brookfield | 93.16 Bn | 45.75 Bn | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - |
| 6 | Apollo Global Management | 78.23 Bn | 52.85 Bn | 10.54 Bn |
| 7 | State Street | 51.50 Bn | 51.50 Bn | - |
| 8 | Ameriprise Financial | 51.14 Bn | 40.09 Bn | 4.72 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.73 Bn | - |
| 10 | Principal Financial | 23.94 Bn | -29.02 Bn | 1.91 Bn |
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 | 2.50 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 |