Discontinued — last reported Q4 '25
Principal Financial Group Policy loans increased by 0.7% to $873.10M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 0.3%, from $875.70M to $873.10M. Over 5 years (FY 2020 to FY 2025), Policy loans shows an upward trend with a 2.0% CAGR.
Growth in policy loans can indicate customer demand for liquidity, while stability reflects a predictable, low-risk income stream.
These are loans extended to life insurance policyholders, secured by the cash surrender value of their policies. These l...
Commonly reported by insurance companies and wealth management firms with insurance-based product offerings.
ins_policy_loans| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $772.20M | $762.10M | $759.60M | $766.70M | $766.60M | $766.20M | $784.70M | $788.00M | $807.20M | $799.30M | $809.30M | $818.60M | $818.20M | $836.90M | $867.50M | $875.70M | $873.70M | $870.70M | $866.70M | $873.10M |
| QoQ Change | — | -1.3% | -0.3% | +0.9% | -0.0% | -0.1% | +2.4% | +0.4% | +2.4% | -1.0% | +1.3% | +1.1% | -0.0% | +2.3% | +3.7% | +0.9% | -0.2% | -0.3% | -0.5% | +0.7% |
| YoY Change | — | — | — | — | -0.7% | +0.5% | +3.3% | +2.8% | +5.3% | +4.3% | +3.1% | +3.9% | +1.4% | +4.7% | +7.2% | +7.0% | +6.8% | +4.0% | -0.1% | -0.3% |