Transfer To From Policyholder Account Balance To From Separate Account

Name: Principal Financial Group Transfer To From Policyholder Account Balance To From Separate Account by Products & Services
Creator: OpenCapital
License: https://www.opencapital.sh/terms

Principal Financial Group·Products & Services·3 segments

Breakdown

Segment	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Variable Annuity	34,680,000,000%	48,240,000,000%	53,320,000,000%	44,990,000,000%	42,930,000,000%	37,400,000,000%	40,070,000,000%	31,910,000,000%
Workplace Savings And Retirement Solutions	-4,080,000,000%	—	-15,470,000,000%	-3,610,000,000%	-13,310,000,000%	-19,570,000,000%	—	-27,830,000,000%
Universal Life	-5,100,000,000%	—	-3,990,000,000%	-7,680,000,000%	-8,560,000,000%	0%	-4,850,000,000%	150,000,000%
Total	-4,080,000,000%	—	-15,470,000,000%	-3,610,000,000%	-13,310,000,000%	-19,570,000,000%	—	-27,830,000,000%

Segments

Workplace Savings And Retirement SolutionsView metric

Variable AnnuityView metric

Universal LifeView metric

Segment	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Variable Annuity	34,680,000,000%	48,240,000,000%	53,320,000,000%	44,990,000,000%	42,930,000,000%	37,400,000,000%	40,070,000,000%	31,910,000,000%
Workplace Savings And Retirement Solutions	-4,080,000,000%	—	-15,470,000,000%	-3,610,000,000%	-13,310,000,000%	-19,570,000,000%	—	-27,830,000,000%
Universal Life	-5,100,000,000%	—	-3,990,000,000%	-7,680,000,000%	-8,560,000,000%	0%	-4,850,000,000%	150,000,000%
Total	-4,080,000,000%	—	-15,470,000,000%	-3,610,000,000%	-13,310,000,000%	-19,570,000,000%	—	-27,830,000,000%