Business Segments · Contractholder And Other Policyholder Funds
Segment Principal Asset Management — Contractholder And Other Policyholder Funds
Principal Financial Group Segment Principal Asset Management — Contractholder And Other Policyholder Funds decreased by 3.7% to $440.70M in Q4 2025 compared to the prior quarter. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementSegment
CategoryMarket Position
SignalHigher is better
VolatilityModerate
First reportedQ4 2022
Last reportedQ4 2025
How to read this metric
Growth indicates a larger base of client funds under management, which typically correlates with higher fee-based revenue potential.
Detailed definition
The total amount of funds held by the segment on behalf of contractholders, representing the company's obligation to ret...
Peer comparison
Comparable to 'Policyholder Account Balances' or 'Contractholder Liabilities' at other life insurance and asset management firms.
Metric ID:
pfg_segment_segment_principal_asset_management_contractholder_and_other_policyholder_fundsHistorical Data
4 periods
| Q4 '22 | Q4 '23 | Q4 '24 | Q4 '25 | |
|---|---|---|---|---|
| Value | $915.20M | $507.80M | $457.80M | $440.70M |
| QoQ Change | — | -44.5% | -9.8% | -3.7% |
| YoY Change | — | -44.5% | -9.8% | -3.7% |
Range$440.70M – $915.20M
Avg YoY Growth-19.4%
Median YoY Growth-9.8%
Current Streak3+ quarters decline
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Frequently Asked Questions
- What is Principal Financial Group's segment principal asset management — contractholder and other policyholder funds?
- Principal Financial Group (PFG) reported segment principal asset management — contractholder and other policyholder funds of $440.70M in Q4 2025.
- What does segment principal asset management — contractholder and other policyholder funds mean?
- Total funds the company is holding for its policyholders and contractholders.