Products & Services · Interest Credited To Policyholders Account Balances

Universal Life — Interest Credited To Policyholders Account Balances

Principal Financial Group Universal Life — Interest Credited To Policyholders Account Balances decreased by 29.5% to $70.70M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.6%, from $68.90M to $70.70M. Over 3 years (FY 2022 to FY 2025), Universal Life — Interest Credited To Policyholders Account Balances shows an upward trend with a 7.1% CAGR.

Analysis

StatementSegment
CategoryProfitability
SignalContext dependent
VolatilityStable
First reportedQ1 2022
Last reportedQ1 2026

How to read this metric

Higher amounts reflect either a larger asset base or higher crediting rates, which may impact net interest margins.

Detailed definition

The total interest expense accrued and credited to the account balances of universal life policyholders based on the dec...

Peer comparison

Standard metric across life insurers, often labeled 'Interest Credited to Policyholder Account Balances'.

Metric ID: pfg_segment_universal_life_interest_credited_to_policyholders_account_balances

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$61.88M$61.88M$61.88M$61.88M$52.40M$60.70M$63.20M$65.80M$74.80M$72.60M$66.10M$93.20M$68.90M$66.90M$68.10M$100.30M$70.70M
QoQ Change+0.0%+0.0%+0.0%-15.3%+15.8%+4.1%+4.1%+13.7%-2.9%-9.0%+41.0%-26.1%-2.9%+1.8%+47.3%-29.5%
YoY Change-15.3%-1.9%+2.1%+6.3%+42.7%+19.6%+4.6%+41.6%-7.9%-7.9%+3.0%+7.6%+2.6%
Range$52.40M$100.30M
CAGR+3.4%
Avg YoY Growth+7.5%
Median YoY Growth+3.0%

Frequently Asked Questions

What is Principal Financial Group's universal life — interest credited to policyholders account balances?
Principal Financial Group (PFG) reported universal life — interest credited to policyholders account balances of $70.70M in Q1 2026.
How has Principal Financial Group's universal life — interest credited to policyholders account balances changed year-over-year?
Principal Financial Group's universal life — interest credited to policyholders account balances increased by 2.6% year-over-year, from $68.90M to $70.70M.
What is the long-term trend for Principal Financial Group's universal life — interest credited to policyholders account balances?
Over 3 years (2022 to 2025), Principal Financial Group's universal life — interest credited to policyholders account balances has grown at a 7.1% compound annual growth rate (CAGR), from $247.50M to $304.20M.
What does universal life — interest credited to policyholders account balances mean?
Total interest credited to policyholder accounts during the period.