Variable Annuity — Separate Account Liability Cash Surrender Value Amount
Principal Financial Group Variable Annuity — Separate Account Liability Cash Surrender Value Amount decreased by 6.8% to 677360000000.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 11.4%, from 764930000000.0% to 677360000000.0%. Over 2 years (FY 2023 to FY 2025), Variable Annuity — Separate Account Liability Cash Surrender Value Amount shows a downward trend with a -7.6% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
A high cash surrender value relative to total liabilities indicates a higher potential for immediate liquidity risk if market conditions trigger mass surrenders.
Detailed definition
The total amount that policyholders are contractually entitled to receive if they were to terminate their variable annui...
Peer comparison
Standard measure of surrender risk in the annuity industry.
pfg_segment_variable_annuity_separate_account_liability_cash_surrender_value_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 | 853,870,000,000% | 878,930,000,000% | 898,120,000,000% | 845,880,000,000% | 901,150,000,000% | 919,910,000,000% | 891,870,000,000% | 886,500,000,000% | 821,910,000,000% | 764,930,000,000% | 759,940,000,000% | 757,170,000,000% | 726,520,000,000% | 677,360,000,000% |
| QoQ Change | — | +2.9% | +2.2% | -5.8% | +6.5% | +2.1% | -3.0% | -0.6% | -7.3% | -6.9% | -0.7% | -0.4% | -4.0% | -6.8% |
| YoY Change | — | — | — | — | +5.5% | +4.7% | -0.7% | +4.8% | -8.8% | -16.8% | -14.8% | -14.6% | -11.6% | -11.4% |
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Frequently Asked Questions
- What is Principal Financial Group's variable annuity — separate account liability cash surrender value amount?
- Principal Financial Group (PFG) reported variable annuity — separate account liability cash surrender value amount of 677360000000.0% in Q1 2026.
- How has Principal Financial Group's variable annuity — separate account liability cash surrender value amount changed year-over-year?
- Principal Financial Group's variable annuity — separate account liability cash surrender value amount decreased by 11.4% year-over-year, from 764930000000.0% to 677360000000.0%.
- What is the long-term trend for Principal Financial Group's variable annuity — separate account liability cash surrender value amount?
- Over 2 years (2023 to 2025), Principal Financial Group's variable annuity — separate account liability cash surrender value amount has grown at a -7.6% compound annual growth rate (CAGR), from 3524080000000.0% to 3008560000000.0%.
- What does variable annuity — separate account liability cash surrender value amount mean?
- The total cash value available to policyholders if they choose to cash out their variable annuity contracts today.