Principal Financial Group Contractholder Funds increased by 1.1% to $45.90B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 6.1%, from $43.27B to $45.90B. Over 5 years (FY 2020 to FY 2025), Contractholder Funds shows relatively stable performance with a 1.0% CAGR.
An increase suggests growth in the company's investment-oriented insurance business, while a decrease may indicate contract maturities or withdrawals.
This represents the total obligation owed to policyholders for funds held in investment-type contracts, such as universa...
Common among life insurance and asset management firms; peers report this as policyholder account balances or investment contract liabilities.
non_current_liabilities_contractholder_funds| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $42.87B | $43.83B | $43.60B | $44.03B | $43.92B | $43.62B | $42.83B | $42.96B | $42.38B | $42.30B | $41.50B | $42.00B | $41.68B | $42.50B | $43.10B | $43.27B | $43.39B | $44.42B | $45.38B | $45.90B |
| QoQ Change | — | +2.2% | -0.5% | +1.0% | -0.2% | -0.7% | -1.8% | +0.3% | -1.3% | -0.2% | -1.9% | +1.2% | -0.8% | +2.0% | +1.4% | +0.4% | +0.3% | +2.4% | +2.2% | +1.1% |
| YoY Change | — | — | — | — | +2.5% | -0.5% | -1.8% | -2.4% | -3.5% | -3.0% | -3.1% | -2.2% | -1.6% | +0.5% | +3.9% | +3.0% | +4.1% | +4.5% | +5.3% | +6.1% |