Universal Life — Cash Surrender Value Due Policyholders Amount
Principal Financial Group Universal Life — Cash Surrender Value Due Policyholders Amount increased by 0.1% to $6.05B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 0.1%, from $6.05B to $6.05B. Over 2 years (FY 2023 to FY 2025), Universal Life — Cash Surrender Value Due Policyholders Amount shows relatively stable performance with a 1.1% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
A high ratio of surrender value to total account balance may indicate higher potential for immediate liquidity stress.
Detailed definition
The total amount payable to policyholders if they were to surrender their universal life policies at the reporting date....
Peer comparison
Standard insurance metric, often disclosed as 'Cash Surrender Value' in the notes to financial statements.
pfg_segment_universal_life_cash_surrender_value_due_policyholders_amountHistorical 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 | $5.91B | $5.88B | $5.88B | $5.90B | $5.95B | $5.97B | $5.97B | $6.01B | $6.05B | $6.05B | $6.02B | $6.05B | $6.05B | $6.05B |
| QoQ Change | — | -0.5% | +0.0% | +0.3% | +0.8% | +0.3% | +0.0% | +0.6% | +0.7% | +0.0% | -0.6% | +0.5% | -0.1% | +0.1% |
| YoY Change | — | — | — | — | +0.7% | +1.5% | +1.5% | +1.8% | +1.7% | +1.4% | +0.8% | +0.7% | -0.1% | -0.1% |
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Frequently Asked Questions
- What is Principal Financial Group's universal life — cash surrender value due policyholders amount?
- Principal Financial Group (PFG) reported universal life — cash surrender value due policyholders amount of $6.05B in Q1 2026.
- How has Principal Financial Group's universal life — cash surrender value due policyholders amount changed year-over-year?
- Principal Financial Group's universal life — cash surrender value due policyholders amount decreased by 0.1% year-over-year, from $6.05B to $6.05B.
- What is the long-term trend for Principal Financial Group's universal life — cash surrender value due policyholders amount?
- Over 2 years (2023 to 2025), Principal Financial Group's universal life — cash surrender value due policyholders amount has grown at a 1.1% compound annual growth rate (CAGR), from $23.62B to $24.17B.
- What does universal life — cash surrender value due policyholders amount mean?
- Total cash value payable if all policies were surrendered today.