Products & Services · Separate Account Liability Policy Charge

Pension — Separate Account Liability Policy Charge

Principal Financial Group Pension — Separate Account Liability Policy Charge increased by 8.5% to 510000000.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 18.6%, from 430000000.0% to 510000000.0%. Over 3 years (FY 2022 to FY 2025), Pension — Separate Account Liability Policy Charge shows relatively stable performance with a -0.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityStable
First reportedQ1 2022
Last reportedQ1 2026

How to read this metric

An increase suggests growth in the underlying asset base or higher fee-earning activity, contributing to profitability.

Detailed definition

This represents the fees and charges deducted from separate account balances to cover administrative costs, mortality ri...

Peer comparison

Similar to asset-based fee revenue or administrative charges reported by other financial services firms.

Metric ID: pfg_segment_pension_separate_account_liability_policy_charge

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value455,000,000%455,000,000%455,000,000%455,000,000%470,000,000%460,000,000%440,000,000%410,000,000%400,000,000%420,000,000%420,000,000%420,000,000%430,000,000%430,000,000%440,000,000%470,000,000%510,000,000%
QoQ Change+0.0%+0.0%+0.0%+3.3%-2.1%-4.3%-6.8%-2.4%+5.0%+0.0%+0.0%+2.4%+0.0%+2.3%+6.8%+8.5%
YoY Change+3.3%+1.1%-3.3%-9.9%-14.9%-8.7%-4.5%+2.4%+7.5%+2.4%+4.8%+11.9%+18.6%
Range400,000,000%510,000,000%
CAGR+2.9%
Avg YoY Growth+0.8%
Median YoY Growth+2.4%
Current Streak8 quarters growth

Frequently Asked Questions

What is Principal Financial Group's pension — separate account liability policy charge?
Principal Financial Group (PFG) reported pension — separate account liability policy charge of 510000000.0% in Q1 2026.
How has Principal Financial Group's pension — separate account liability policy charge changed year-over-year?
Principal Financial Group's pension — separate account liability policy charge increased by 18.6% year-over-year, from 430000000.0% to 510000000.0%.
What is the long-term trend for Principal Financial Group's pension — separate account liability policy charge?
Over 3 years (2022 to 2025), Principal Financial Group's pension — separate account liability policy charge has grown at a -0.9% compound annual growth rate (CAGR), from 1820000000.0% to 1770000000.0%.
What does pension — separate account liability policy charge mean?
The fees collected by the company from managing separate account pension products.