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

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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
Dec 31, 2014 664.40 Mn