Variable Annuity — Separate Account Liability Policy Charge
Principal Financial Group Variable Annuity — Separate Account Liability Policy Charge decreased by 5.0% to 3790000000.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 13.9%, from 4400000000.0% to 3790000000.0%. Over 3 years (FY 2022 to FY 2025), Variable Annuity — Separate Account Liability Policy Charge shows a downward trend with a -7.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Higher charges relative to assets under management indicate strong fee-based revenue generation efficiency.
Detailed definition
Fees and charges assessed against the separate account balances of variable annuity policyholders, such as mortality and...
Peer comparison
Standard fee income metric for insurance companies managing variable products.
pfg_segment_variable_annuity_separate_account_liability_policy_chargeHistorical Data
| Q1 '22 | Q2 '22 | Q3 '22 | 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 | 5,277,500,000% | 5,277,500,000% | 5,277,500,000% | 5,277,500,000% | 5,120,000,000% | 5,140,000,000% | 5,140,000,000% | 5,050,000,000% | 5,110,000,000% | 5,020,000,000% | 4,890,000,000% | 4,740,000,000% | 4,400,000,000% | 4,140,000,000% | 4,130,000,000% | 3,990,000,000% | 3,790,000,000% |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -3.0% | +0.4% | +0.0% | -1.8% | +1.2% | -1.8% | -2.6% | -3.1% | -7.2% | -5.9% | -0.2% | -3.4% | -5.0% |
| YoY Change | — | — | — | — | -3.0% | -2.6% | -2.6% | -4.3% | -0.2% | -2.3% | -4.9% | -6.1% | -13.9% | -17.5% | -15.5% | -15.8% | -13.9% |
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Frequently Asked Questions
- What is Principal Financial Group's variable annuity — separate account liability policy charge?
- Principal Financial Group (PFG) reported variable annuity — separate account liability policy charge of 3790000000.0% in Q1 2026.
- How has Principal Financial Group's variable annuity — separate account liability policy charge changed year-over-year?
- Principal Financial Group's variable annuity — separate account liability policy charge decreased by 13.9% year-over-year, from 4400000000.0% to 3790000000.0%.
- What is the long-term trend for Principal Financial Group's variable annuity — separate account liability policy charge?
- Over 3 years (2022 to 2025), Principal Financial Group's variable annuity — separate account liability policy charge has grown at a -7.6% compound annual growth rate (CAGR), from 21110000000.0% to 16660000000.0%.
- What does variable annuity — separate account liability policy charge mean?
- Revenue earned from fees charged to policyholders for managing their variable annuity accounts.