Principal Financial Group Segment Retirement And Income Solutions — Total Assets decreased by 2.7% to $231.63B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.4%, from $219.76B to $231.63B. Over 4 years (FY 2021 to FY 2025), Segment Retirement And Income Solutions — Total Assets shows relatively stable performance with a 1.7% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Growth in assets generally signals successful business expansion and effective investment management.
This represents the total value of assets held within the retirement and income solutions segment, including investments...
Standard segment-level asset reporting used by diversified financial services firms.
pfg_segment_segment_retirement_and_income_solutions_assets| Q2 '21 | Q3 '21 | Q4 '21 | 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 | $215.44B | $216.04B | $221.99B | $210.36B | $208.26B | $201.00B | $202.58B | $207.11B | $207.72B | $201.80B | $213.21B | $220.22B | $219.56B | $226.72B | $222.97B | $219.76B | $226.57B | $235.24B | $238.14B | $231.63B |
| QoQ Change | — | +0.3% | +2.8% | -5.2% | -1.0% | -3.5% | +0.8% | +2.2% | +0.3% | -2.8% | +5.7% | +3.3% | -0.3% | +3.3% | -1.7% | -1.4% | +3.1% | +3.8% | +1.2% | -2.7% |
| YoY Change | — | — | — | — | -3.3% | -7.0% | -8.7% | -1.5% | -0.3% | +0.4% | +5.2% | +6.3% | +5.7% | +12.3% | +4.6% | -0.2% | +3.2% | +3.8% | +6.8% | +5.4% |