Deferred Fixed Annuity — Interest Credited To Policyholders Account Balances
Principal Financial Group Deferred Fixed Annuity — Interest Credited To Policyholders Account Balances decreased by 13.7% to $25.90M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 17.3%, from $31.30M to $25.90M. Over 3 years (FY 2022 to FY 2025), Deferred Fixed Annuity — Interest Credited To Policyholders Account Balances shows a downward trend with a -15.5% CAGR.
Analysis
How to read this metric
Changes reflect adjustments to crediting rates in response to market interest rate fluctuations and competitive pressures.
Detailed definition
This is the interest expense accrued and credited to the account balances of annuity policyholders based on the contract...
Peer comparison
Commonly reported as 'Interest Credited' or 'Policyholder Interest Expense' in insurance financial statements.
pfg_segment_deferred_fixed_annuity_interest_credited_to_policyholders_account_balancesHistorical Data
| 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 | $50.43M | $50.43M | $50.43M | $50.43M | $42.70M | $41.20M | $39.70M | $38.00M | $35.60M | $34.20M | $33.90M | $28.70M | $31.30M | $30.60M | $30.00M | $30.00M | $25.90M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -15.3% | -3.5% | -3.6% | -4.3% | -6.3% | -3.9% | -0.9% | -15.3% | +9.1% | -2.2% | -2.0% | +0.0% | -13.7% |
| YoY Change | — | — | — | — | -15.3% | -18.3% | -21.3% | -24.6% | -16.6% | -17.0% | -14.6% | -24.5% | -12.1% | -10.5% | -11.5% | +4.5% | -17.3% |
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Frequently Asked Questions
- What is Principal Financial Group's deferred fixed annuity — interest credited to policyholders account balances?
- Principal Financial Group (PFG) reported deferred fixed annuity — interest credited to policyholders account balances of $25.90M in Q1 2026.
- How has Principal Financial Group's deferred fixed annuity — interest credited to policyholders account balances changed year-over-year?
- Principal Financial Group's deferred fixed annuity — interest credited to policyholders account balances decreased by 17.3% year-over-year, from $31.30M to $25.90M.
- What is the long-term trend for Principal Financial Group's deferred fixed annuity — interest credited to policyholders account balances?
- Over 3 years (2022 to 2025), Principal Financial Group's deferred fixed annuity — interest credited to policyholders account balances has grown at a -15.5% compound annual growth rate (CAGR), from $201.70M to $121.90M.
- What does deferred fixed annuity — interest credited to policyholders account balances mean?
- The interest earned by customers on their annuity account balances.