Products & Services · Interest Credited To Policyholders Account Balances

Variable Annuity — Interest Credited To Policyholders Account Balances

Principal Financial Group Variable Annuity — Interest Credited To Policyholders Account Balances decreased by 61.2% to $30.10M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 1670.6%, from $1.70M to $30.10M. Over 3 years (FY 2022 to FY 2025), Variable Annuity — Interest Credited To Policyholders Account Balances shows an upward trend with a 98.3% CAGR.

Analysis

StatementSegment
CategoryProfitability
SignalContext dependent
VolatilityStable
First reportedQ1 2022
Last reportedQ1 2026

How to read this metric

An increase reflects higher interest rate environments or larger fixed-account balances, impacting the company's net interest margin.

Detailed definition

Represents the interest expense accrued and credited to the fixed-rate components of variable annuity contracts. This re...

Peer comparison

Standard metric across the insurance industry as 'Interest Credited' or 'Crediting Expense'.

Metric ID: pfg_segment_variable_annuity_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$2.65M$2.65M$2.65M$2.65M$2.50M$2.50M$2.50M$2.30M$2.30M$2.40M$1.50M$21.10M$1.70M$1.70M$1.70M$77.60M$30.10M
QoQ Change+0.0%+0.0%+0.0%-5.7%+0.0%+0.0%-8.0%+0.0%+4.3%-37.5%>999%-91.9%+0.0%+0.0%>999%-61.2%
YoY Change-5.7%-5.7%-5.7%-13.2%-8.0%-4.0%-40.0%+817.4%-26.1%-29.2%+13.3%+267.8%>999%
Range$1.50M$77.60M
CAGR+83.6%
Avg YoY Growth+202.4%
Median YoY Growth-5.7%

Frequently Asked Questions

What is Principal Financial Group's variable annuity — interest credited to policyholders account balances?
Principal Financial Group (PFG) reported variable annuity — interest credited to policyholders account balances of $30.10M in Q1 2026.
How has Principal Financial Group's variable annuity — interest credited to policyholders account balances changed year-over-year?
Principal Financial Group's variable annuity — interest credited to policyholders account balances increased by 1670.6% year-over-year, from $1.70M to $30.10M.
What is the long-term trend for Principal Financial Group's variable annuity — interest credited to policyholders account balances?
Over 3 years (2022 to 2025), Principal Financial Group's variable annuity — interest credited to policyholders account balances has grown at a 98.3% compound annual growth rate (CAGR), from $10.60M to $82.70M.
What does variable annuity — interest credited to policyholders account balances mean?
The interest earned by customers on the fixed-rate portion of their annuity accounts.