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Principal Financial Group PFG Policy loans

Policy loans at other companies

MetLife logo
MetLifeMET
$8.46B-2.4%
Equitable Holdings logo
Equitable HoldingsEQH
$1.85B-57.3%
Lincoln National logo
Lincoln NationalLNC
$2.61B+3.0%
Reinsurance Group of America logo
Reinsurance Group of AmericaRGA
$3.7B+188%

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$23.63B+31.1%
Enterprise value$23.52B+28.5%
P/E15.1×-0.7×
P/S1.5×+0.3×

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:LoansInsurancePolicy.

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 policy loans?
Principal Financial Group (PFG) reported policy loans of $873.1M in Q1 2026.
How has Principal Financial Group's policy loans changed year-over-year?
Principal Financial Group's policy loans decreased by 0.3% year-over-year, from $875.7M to $873.1M.
What is the long-term trend for Principal Financial Group's policy loans?
Over 5 years (2020 to 2025), Principal Financial Group's policy loans has grown at a 2.0% compound annual growth rate (CAGR), from $784M to $866.7M.
What does policy loans mean?
These are loans extended to life insurance policyholders, secured by the cash surrender value of their respective policies. Because these loans are fully collateralized by the policy's own value, they carry minimal credit risk. They represent a contractual obligation to provide liquidity to policyholders.