Workplace Savings And Retirement Solutions — Policyholder Funds
Principal Financial Group Workplace Savings And Retirement Solutions — Policyholder Funds increased by 3.7% to $16.39B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 14.0%, from $14.38B to $16.39B. Over 2 years (FY 2023 to FY 2025), Workplace Savings And Retirement Solutions — Policyholder Funds shows an upward trend with a 9.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Growth in these funds indicates successful asset gathering and retention within the retirement business.
Detailed definition
This represents the total liability held by the company for policyholder account balances within the workplace savings s...
Peer comparison
Comparable to 'Total Assets Under Management' or 'Policyholder Liabilities' at peer retirement providers.
pfg_segment_workplace_savings_and_retirement_solutions_policyholder_fundsHistorical Data
| Q4 '21 | 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 | $11.00B | $12.15B | $12.48B | $12.44B | $12.57B | $12.72B | $12.98B | $13.29B | $13.64B | $13.98B | $14.38B | $14.69B | $15.08B | $15.81B | $16.39B |
| QoQ Change | — | +10.5% | +2.6% | -0.3% | +1.0% | +1.2% | +2.0% | +2.4% | +2.6% | +2.5% | +2.8% | +2.1% | +2.7% | +4.8% | +3.7% |
| YoY Change | — | +10.5% | — | — | — | +4.7% | +4.0% | +6.9% | +8.5% | +9.9% | +10.8% | +10.5% | +10.6% | +13.1% | +14.0% |
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Frequently Asked Questions
- What is Principal Financial Group's workplace savings and retirement solutions — policyholder funds?
- Principal Financial Group (PFG) reported workplace savings and retirement solutions — policyholder funds of $16.39B in Q1 2026.
- How has Principal Financial Group's workplace savings and retirement solutions — policyholder funds changed year-over-year?
- Principal Financial Group's workplace savings and retirement solutions — policyholder funds increased by 14.0% year-over-year, from $14.38B to $16.39B.
- What is the long-term trend for Principal Financial Group's workplace savings and retirement solutions — policyholder funds?
- Over 2 years (2023 to 2025), Principal Financial Group's workplace savings and retirement solutions — policyholder funds has grown at a 9.3% compound annual growth rate (CAGR), from $50.21B to $59.95B.
- What does workplace savings and retirement solutions — policyholder funds mean?
- The total value of funds held for retirement plan participants and policyholders.