Deferred Policy Acquisition Costs

Name: Principal Financial Group Deferred Policy Acquisition Costs by Products & Services
Creator: OpenCapital
License: https://www.opencapital.sh/terms

Principal Financial Group·Products & Services·7 segments·Rolls up to Deferred policy acquisition costs

Breakdown

Segment	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Workplace Savings And Retirement Solutions	$509.70M	$512.30M	$515.50M	$519.40M	$522.20M	$525.00M	$528.90M	$530.70M
Variable Annuity	$289.90M	$308.90M	$323.40M	$337.20M	$353.50M	$368.60M	$385.30M	$394.50M
Deferred Fixed Annuity	$95.50M	$89.90M	$84.20M	$79.80M	$75.70M	$71.10M	$66.90M	$62.80M
Other Shortduration Insurance Product Line	$37.10M	$34.90M	$30.60M	$39.70M	$36.60M	$34.50M	$30.20M	$39.80M
Pension Risk Transfer	$17.70M	$19.10M	$21.10M	$22.30M	$23.20M	$23.80M	$24.80M	$24.60M
Investment Only	$12.30M	$12.80M	$13.00M	$12.80M	$11.60M	$11.90M	$10.60M	$11.60M
Other Longduration Insurance Product Line	$6.70M	$6.80M	$5.90M	$6.00M	$5.90M	$1.20M	$1.30M	$1.30M
Total	$3.97B	$3.99B	$4.01B	$4.03B	$4.05B	$4.06B	$4.07B	$4.09B

Segments

Other Shortduration Insurance Product LineView metric

Other Longduration Insurance Product LineView metric

Workplace Savings And Retirement SolutionsView metric

Variable AnnuityView metric

Pension Risk TransferView metric

Deferred Fixed AnnuityView metric

Investment OnlyView metric

Segment	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Workplace Savings And Retirement Solutions	$509.70M	$512.30M	$515.50M	$519.40M	$522.20M	$525.00M	$528.90M	$530.70M
Variable Annuity	$289.90M	$308.90M	$323.40M	$337.20M	$353.50M	$368.60M	$385.30M	$394.50M
Deferred Fixed Annuity	$95.50M	$89.90M	$84.20M	$79.80M	$75.70M	$71.10M	$66.90M	$62.80M
Other Shortduration Insurance Product Line	$37.10M	$34.90M	$30.60M	$39.70M	$36.60M	$34.50M	$30.20M	$39.80M
Pension Risk Transfer	$17.70M	$19.10M	$21.10M	$22.30M	$23.20M	$23.80M	$24.80M	$24.60M
Investment Only	$12.30M	$12.80M	$13.00M	$12.80M	$11.60M	$11.90M	$10.60M	$11.60M
Other Longduration Insurance Product Line	$6.70M	$6.80M	$5.90M	$6.00M	$5.90M	$1.20M	$1.30M	$1.30M
Total	$3.97B	$3.99B	$4.01B	$4.03B	$4.05B	$4.06B	$4.07B	$4.09B