Individual Disability — Liability For Future Policy Benefits
Principal Financial Group Individual Disability — Liability For Future Policy Benefits decreased by 0.8% to $1.98B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 4.6%, from $1.89B to $1.98B. Over 2 years (FY 2023 to FY 2025), Individual Disability — Liability For Future Policy Benefits shows relatively stable performance with a 4.7% CAGR.
Analysis
How to read this metric
An increase reflects growth in the insurance book or changes in actuarial assumptions, while a decrease may indicate portfolio runoff or improved mortality/morbidity expectations.
Detailed definition
The estimated present value of future benefit payments to policyholders, adjusted for expected future premiums. This lia...
Peer comparison
Core liability metric for all life and health insurance companies, often referred to as 'Future Policy Benefits' or 'Policy Reserves'.
pfg_segment_individual_disability_liability_for_future_policy_benefitsHistorical Data
| Q4 '21 | 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 | $2.50B | $1.70B | $1.82B | $1.81B | $1.60B | $1.90B | $1.85B | $1.81B | $2.02B | $1.83B | $1.89B | $1.92B | $2.01B | $1.99B | $1.98B |
| QoQ Change | — | -32.0% | +6.9% | -0.6% | -11.1% | +18.3% | -2.3% | -2.3% | +11.4% | -9.4% | +3.4% | +1.3% | +4.8% | -0.7% | -0.8% |
| YoY Change | — | -32.0% | — | — | — | +11.7% | +2.1% | +0.4% | +25.8% | -3.7% | +1.9% | +5.7% | -0.5% | +9.0% | +4.6% |
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Frequently Asked Questions
- What is Principal Financial Group's individual disability — liability for future policy benefits?
- Principal Financial Group (PFG) reported individual disability — liability for future policy benefits of $1.98B in Q1 2026.
- How has Principal Financial Group's individual disability — liability for future policy benefits changed year-over-year?
- Principal Financial Group's individual disability — liability for future policy benefits increased by 4.6% year-over-year, from $1.89B to $1.98B.
- What is the long-term trend for Principal Financial Group's individual disability — liability for future policy benefits?
- Over 2 years (2023 to 2025), Principal Financial Group's individual disability — liability for future policy benefits has grown at a 4.7% compound annual growth rate (CAGR), from $7.12B to $7.81B.
- What does individual disability — liability for future policy benefits mean?
- The total estimated amount the company owes for future disability insurance claims.