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Principal Financial Group PFG Insurance Liabilities and Annuity Benefits

Insurance Liabilities and Annuity Benefits at other companies

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Segments

By segment

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Segment Retirement And Income Solutions$32.04B+7.5%
Segment Benefits And Protection$14.92B+6.2%
Segment Principal Asset Management$4.6B+11.5%
Segment Corporate$186.4M+0.4%

By product

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Pension Risk Transfer$26.78B+4.0%
Term Life Insurance$5.83B+6.8%
Individual Disability$4.68B+1.5%

Other financials

Income statement

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Revenue$3.5B-4.5%
Net income$424.6M+783%
EPS (diluted)$1.93+819%

Balance sheet

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Cash & equivalents$4.1B+4.6%
Total debt$3.9B-9.3%
Total equity$11.8B+5.3%
Total assets$332.70B+6.3%

Cash flow

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Operating cash flow$187.1M-80.9%

Valuation

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Market cap$23.28B+36.3%
Enterprise value$23.17B+33.5%
P/E14.9×-0.1×
P/S1.5×+0.4×

Profitability

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Net margin10.1%+3.2pp

Returns & leverage

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Return on equity13.6%+3.9pp
Debt / equity0.3×-0.1×

Where this comes from

Reported directly by Principal Financial Group in its filing.

Tagged under the XBRL concept us-gaap:LiabilityForFuturePolicyBenefitsAndUnpaidClaimsAndClaimsAdjustmentExpense.

The official record: Principal Financial Group’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Principal Financial Group's insurance liabilities and annuity benefits?
Principal Financial Group (PFG) reported insurance liabilities and annuity benefits of $50.94B in Q1 2026.
How has Principal Financial Group's insurance liabilities and annuity benefits changed year-over-year?
Principal Financial Group's insurance liabilities and annuity benefits increased by 3.2% year-over-year, from $49.36B to $50.94B.
What is the long-term trend for Principal Financial Group's insurance liabilities and annuity benefits?
Over 5 years (2020 to 2025), Principal Financial Group's insurance liabilities and annuity benefits has grown at a 2.7% compound annual growth rate (CAGR), from $45.21B to $51.75B.
What does insurance liabilities and annuity benefits mean?
This represents the actuarially determined liability for future policy benefits and unpaid claims related to insurance and annuity contracts. It serves as a primary measure of the company's long-term financial obligation to policyholders based on expected future payouts.