Principal Financial Group Estimated Fair Value decreased by 0.6% to $72.91B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 4.6%, from $69.73B to $72.91B. Over 5 years (FY 2020 to FY 2025), Estimated Fair Value shows relatively stable performance with a -1.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase relative to amortized cost indicates unrealized gains, while a decrease indicates unrealized losses due to market volatility or interest rate changes.
The current market value of debt securities classified as available-for-sale, excluding accrued interest. This metric pr...
Standard for insurers; peers with similar duration profiles will show similar sensitivity to market interest rate changes.
other_debt_securities_available_for_sale_excluding_accru_fbe99d| 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 | $76.56B | $78.15B | $71.41B | $67.21B | $62.41B | $62.89B | $65.40B | $64.24B | $61.58B | $65.67B | $65.69B | $65.77B | $69.15B | $68.25B | $69.73B | $70.56B | $71.32B | $73.36B | $72.91B |
| QoQ Change | — | +2.1% | -8.6% | -5.9% | -7.1% | +0.8% | +4.0% | -1.8% | -4.1% | +6.6% | +0.0% | +0.1% | +5.1% | -1.3% | +2.2% | +1.2% | +1.1% | +2.9% | -0.6% |
| YoY Change | — | — | — | — | -18.5% | -19.5% | -8.4% | -4.4% | -1.3% | +4.4% | +0.5% | +2.4% | +12.3% | +3.9% | +6.1% | +7.3% | +3.1% | +7.5% | +4.6% |