Products & Services · Separate Account Liability Cash Surrender Value Amount

Universal Life — Separate Account Liability Cash Surrender Value Amount

Principal Financial Group Universal Life — Separate Account Liability Cash Surrender Value Amount decreased by 3.0% to 763840000000.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 12.5%, from 679240000000.0% to 763840000000.0%. Over 2 years (FY 2023 to FY 2025), Universal Life — Separate Account Liability Cash Surrender Value Amount shows an upward trend with a 15.2% CAGR.

Analysis

StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityStable
First reportedQ4 2022
Last reportedQ1 2026

How to read this metric

A growing cash surrender value indicates a larger base of policyholder assets, but also higher potential liability if mass surrenders occur.

Detailed definition

The total amount that policyholders would be entitled to receive if they were to terminate their separate account univer...

Peer comparison

Standard industry metric for 'Cash Surrender Value' or 'Policyholder Liability' in life insurance.

Metric ID: pfg_segment_universal_life_separate_account_liability_cash_surrender_value_amount

Historical Data

14 periods
 Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value505,580,000,000%530,860,000,000%563,830,000,000%547,440,000,000%604,190,000,000%644,710,000,000%655,470,000,000%686,790,000,000%686,950,000,000%679,240,000,000%740,760,000,000%774,220,000,000%787,360,000,000%763,840,000,000%
QoQ Change+5.0%+6.2%-2.9%+10.4%+6.7%+1.7%+4.8%+0.0%-1.1%+9.1%+4.5%+1.7%-3.0%
YoY Change+19.5%+21.4%+16.3%+25.5%+13.7%+5.4%+13.0%+12.7%+14.6%+12.5%
Range505,580,000,000%787,360,000,000%
CAGR+13.5%
Avg YoY Growth+15.5%
Median YoY Growth+14.2%

Frequently Asked Questions

What is Principal Financial Group's universal life — separate account liability cash surrender value amount?
Principal Financial Group (PFG) reported universal life — separate account liability cash surrender value amount of 763840000000.0% in Q1 2026.
How has Principal Financial Group's universal life — separate account liability cash surrender value amount changed year-over-year?
Principal Financial Group's universal life — separate account liability cash surrender value amount increased by 12.5% year-over-year, from 679240000000.0% to 763840000000.0%.
What is the long-term trend for Principal Financial Group's universal life — separate account liability cash surrender value amount?
Over 2 years (2023 to 2025), Principal Financial Group's universal life — separate account liability cash surrender value amount has grown at a 15.2% compound annual growth rate (CAGR), from 2246320000000.0% to 2981580000000.0%.
What does universal life — separate account liability cash surrender value amount mean?
The total cash value that customers could withdraw if they cancelled their policies today.