Segment Retirement And Income Solutions — Policyholder Funds
Principal Financial Group Segment Retirement And Income Solutions — Policyholder Funds increased by 2.8% to $24.48B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 17.1%, from $20.90B to $24.48B. Over 2 years (FY 2023 to FY 2025), Segment Retirement And Income Solutions — Policyholder Funds shows an upward trend with a 7.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Growth indicates successful retention and new business acquisition, while a decline may signal competitive pressures or high surrender rates.
Detailed definition
This represents the total balance of funds deposited by policyholders into retirement and income products, which the com...
Peer comparison
Comparable to 'Policyholder Account Balances' or 'Contract Holder Funds' reported by life insurance and retirement peers.
pfg_segment_segment_retirement_and_income_solutions_policyholder_fundsHistorical Data
| 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 | $19.76B | $19.63B | $19.18B | $18.96B | $18.77B | $18.82B | $19.03B | $19.61B | $20.35B | $20.90B | $21.54B | $22.26B | $23.81B | $24.48B |
| QoQ Change | — | -0.7% | -2.3% | -1.1% | -1.0% | +0.3% | +1.1% | +3.0% | +3.8% | +2.7% | +3.1% | +3.3% | +7.0% | +2.8% |
| YoY Change | — | — | — | — | -5.0% | -4.1% | -0.7% | +3.4% | +8.4% | +11.0% | +13.2% | +13.5% | +17.0% | +17.1% |
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Frequently Asked Questions
- What is Principal Financial Group's segment retirement and income solutions — policyholder funds?
- Principal Financial Group (PFG) reported segment retirement and income solutions — policyholder funds of $24.48B in Q1 2026.
- How has Principal Financial Group's segment retirement and income solutions — policyholder funds changed year-over-year?
- Principal Financial Group's segment retirement and income solutions — policyholder funds increased by 17.1% year-over-year, from $20.90B to $24.48B.
- What is the long-term trend for Principal Financial Group's segment retirement and income solutions — policyholder funds?
- Over 2 years (2023 to 2025), Principal Financial Group's segment retirement and income solutions — policyholder funds has grown at a 7.5% compound annual growth rate (CAGR), from $76.53B to $88.51B.
- What does segment retirement and income solutions — policyholder funds mean?
- The total amount of money held on behalf of policyholders within retirement and income products.