Principal Financial Group Separate account assets decreased by 4.0% to $185.79B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 8.5%, from $171.27B to $185.79B. Over 5 years (FY 2020 to FY 2025), Separate account assets shows an upward trend with a 1.9% CAGR.
An increase reflects growth in variable product sales or positive market performance within those specific investment portfolios.
These are assets held in segregated accounts for variable life insurance and annuity products where the investment risk...
Highly dependent on the product mix; companies with large variable annuity businesses will have significantly higher balances.
ins_separate_account_assets| 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 | $182.82B | $177.85B | $182.35B | $173.52B | $153.82B | $146.57B | $155.38B | $162.00B | $164.21B | $155.48B | $167.61B | $171.79B | $171.40B | $180.65B | $173.33B | $171.27B | $180.73B | $189.25B | $193.62B | $185.79B |
| QoQ Change | — | -2.7% | +2.5% | -4.8% | -11.4% | -4.7% | +6.0% | +4.3% | +1.4% | -5.3% | +7.8% | +2.5% | -0.2% | +5.4% | -4.1% | -1.2% | +5.5% | +4.7% | +2.3% | -4.0% |
| YoY Change | — | — | — | — | -15.9% | -17.6% | -14.8% | -6.6% | +6.8% | +6.1% | +7.9% | +6.0% | +4.4% | +16.2% | +3.4% | -0.3% | +5.4% | +4.8% | +11.7% | +8.5% |