Products & Services · Separate Accounts Liability

Pension — Separate Accounts Liability

Principal Financial Group Pension — Separate Accounts Liability decreased by 3.3% to 4010210000000.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.7%, from 3465850000000.0% to 4010210000000.0%. Over 2 years (FY 2023 to FY 2025), Pension — Separate Accounts Liability shows an upward trend with a 5.1% CAGR.

Analysis

StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityModerate
First reportedQ4 2021
Last reportedQ1 2026

How to read this metric

An increase typically reflects growth in assets under management within separate accounts, while a decrease may indicate market depreciation or client outflows.

Detailed definition

This metric represents the total financial obligation owed to policyholders for separate account products within the pen...

Peer comparison

Commonly reported by life insurance and retirement service providers as separate account liabilities or segregated fund obligations.

Metric ID: pfg_segment_pension_separate_accounts_liability

Historical Data

15 periods
 Q4 '21Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value3,303,060,000,000%3,331,670,000,000%3,538,580,000,000%3,528,420,000,000%3,168,080,000,000%3,458,060,000,000%3,241,070,000,000%3,284,970,000,000%3,689,740,000,000%3,280,220,000,000%3,465,850,000,000%3,695,030,000,000%3,830,060,000,000%4,145,050,000,000%4,010,210,000,000%
QoQ Change+0.9%+6.2%-0.3%-10.2%+9.2%-6.3%+1.4%+12.3%-11.1%+5.7%+6.6%+3.7%+8.2%-3.3%
YoY Change+0.9%+3.8%-8.4%-6.9%+16.5%-5.1%+6.9%+12.5%+3.8%+26.4%+15.7%
Range3,168,080,000,000%4,145,050,000,000%
CAGR+5.7%
Avg YoY Growth+6.0%
Median YoY Growth+3.8%

Frequently Asked Questions

What is Principal Financial Group's pension — separate accounts liability?
Principal Financial Group (PFG) reported pension — separate accounts liability of 4010210000000.0% in Q1 2026.
How has Principal Financial Group's pension — separate accounts liability changed year-over-year?
Principal Financial Group's pension — separate accounts liability increased by 15.7% year-over-year, from 3465850000000.0% to 4010210000000.0%.
What is the long-term trend for Principal Financial Group's pension — separate accounts liability?
Over 2 years (2023 to 2025), Principal Financial Group's pension — separate accounts liability has grown at a 5.1% compound annual growth rate (CAGR), from 13693140000000.0% to 15135990000000.0%.
What does pension — separate accounts liability mean?
The total amount of money the company owes to pension clients for separate account investment products.