Variable Annuity — Market Risk Benefit Asset Amount
Principal Financial Group Variable Annuity — Market Risk Benefit Asset Amount decreased by 16.9% to $163.70M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.2%, from $158.70M to $163.70M. Over 2 years (FY 2023 to FY 2025), Variable Annuity — Market Risk Benefit Asset Amount shows an upward trend with a 11.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase reflects a larger pool of assets dedicated to mitigating market-related contract obligations.
Detailed definition
The fair value of assets specifically designated to hedge or offset market risk benefits associated with variable annuit...
Peer comparison
Similar to 'hedging assets' or 'derivative assets' held against variable annuity guarantees at peer firms.
pfg_segment_variable_annuity_market_risk_benefit_asset_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 | $109.20M | $107.30M | $148.60M | $173.10M | $153.40M | $201.90M | $212.30M | $162.60M | $199.50M | $158.70M | $180.20M | $187.50M | $197.10M | $163.70M |
| QoQ Change | — | -1.7% | +38.5% | +16.5% | -11.4% | +31.6% | +5.2% | -23.4% | +22.7% | -20.5% | +13.5% | +4.1% | +5.1% | -16.9% |
| YoY Change | — | — | — | — | +40.5% | +88.2% | +42.9% | -6.1% | +30.1% | -21.4% | -15.1% | +15.3% | -1.2% | +3.2% |
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Frequently Asked Questions
- What is Principal Financial Group's variable annuity — market risk benefit asset amount?
- Principal Financial Group (PFG) reported variable annuity — market risk benefit asset amount of $163.70M in Q1 2026.
- How has Principal Financial Group's variable annuity — market risk benefit asset amount changed year-over-year?
- Principal Financial Group's variable annuity — market risk benefit asset amount increased by 3.2% year-over-year, from $158.70M to $163.70M.
- What is the long-term trend for Principal Financial Group's variable annuity — market risk benefit asset amount?
- Over 2 years (2023 to 2025), Principal Financial Group's variable annuity — market risk benefit asset amount has grown at a 11.5% compound annual growth rate (CAGR), from $582.40M to $723.50M.
- What does variable annuity — market risk benefit asset amount mean?
- The value of assets held to cover potential payouts from market risk benefits in annuity contracts.