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
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 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