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Principal Financial Group PFG Contractholder Funds

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Other financials

Income statement

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Revenue$3.9B+6.4%
Net income$403.4M-0.7%
EPS (diluted)$1.84+2.8%

Balance sheet

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Cash & equivalents$5.3B+43.7%
Total debt$4.3B+10.0%
Total equity$12.1B+6.4%
Total assets$352.75B+9.2%

Cash flow

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Operating cash flow$2.1B+156%

Valuation

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Market cap$24.4B+40.7%
Enterprise value$23.48B+33.2%
P/E15.7×+0.4×
P/S1.6×+0.4×

Profitability

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Net margin9.9%+2.4pp

Returns & leverage

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Return on equity13.2%+3.1pp
Debt / equity0.4×0.0×

Where this comes from

Reported directly by Principal Financial Group in its filing.

Tagged under the XBRL concept pfg:ContractholderFunds.

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

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Questions, answered.

What is Principal Financial Group's contractholder funds?
Principal Financial Group (PFG) reported contractholder funds of $47.07B in Q2 2026.
How has Principal Financial Group's contractholder funds changed year-over-year?
Principal Financial Group's contractholder funds increased by 8.5% year-over-year, from $43.39B to $47.07B.
What is the long-term trend for Principal Financial Group's contractholder funds?
Over 5 years (2020 to 2025), Principal Financial Group's contractholder funds has grown at a 1.0% compound annual growth rate (CAGR), from $43.24B to $45.38B.
What does contractholder funds mean?
This represents the total obligation owed to policyholders for funds held in investment-type contracts, such as universal life or investment-only products. It reflects the company's long-term commitment to manage and eventually return these capital balances to clients.