Variable Annuity — Cash Surrender Value Due Policyholders Amount
Principal Financial Group Variable Annuity — Cash Surrender Value Due Policyholders Amount increased by 3.4% to $4.26B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 102.4%, from $2.11B to $4.26B. Over 2 years (FY 2023 to FY 2025), Variable Annuity — Cash Surrender Value Due Policyholders Amount shows an upward trend with a 185.0% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
A high surrender value relative to total assets may indicate potential liquidity pressure if a large number of policyholders decide to exit.
Detailed definition
The total amount of cash that would be payable to policyholders if they were to surrender their annuity contracts at the...
Peer comparison
Comparable to 'Cash Surrender Value' or 'Net Surrender Liability' in insurance statutory filings.
pfg_segment_variable_annuity_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 | $378.60M | $363.30M | $347.40M | $334.50M | $512.60M | $652.70M | $859.00M | $1.35B | $1.78B | $2.11B | $2.85B | $3.57B | $4.12B | $4.26B |
| QoQ Change | — | -4.0% | -4.4% | -3.7% | +53.2% | +27.3% | +31.6% | +57.5% | +31.5% | +18.4% | +35.5% | +25.2% | +15.4% | +3.4% |
| YoY Change | — | — | — | — | +35.4% | +79.7% | +147.3% | +304.5% | +247.0% | +222.7% | +232.2% | +164.1% | +131.8% | +102.4% |
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Frequently Asked Questions
- What is Principal Financial Group's variable annuity — cash surrender value due policyholders amount?
- Principal Financial Group (PFG) reported variable annuity — cash surrender value due policyholders amount of $4.26B in Q1 2026.
- How has Principal Financial Group's variable annuity — cash surrender value due policyholders amount changed year-over-year?
- Principal Financial Group's variable annuity — cash surrender value due policyholders amount increased by 102.4% year-over-year, from $2.11B to $4.26B.
- What is the long-term trend for Principal Financial Group's variable annuity — cash surrender value due policyholders amount?
- Over 2 years (2023 to 2025), Principal Financial Group's variable annuity — cash surrender value due policyholders amount has grown at a 185.0% compound annual growth rate (CAGR), from $1.56B to $12.66B.
- What does variable annuity — cash surrender value due policyholders amount mean?
- The total cash value available to customers if they cancel their annuity contracts today.