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Operating

Gain Loss On Funds Withheld Assets

Principal Financial Group Gain Loss On Funds Withheld Assets remained flat by 0.0% to $10.8M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 50.7%, from $21.93M to $10.8M. Over 3 years (FY 2022 to FY 2025), Gain Loss On Funds Withheld Assets shows a downward trend with a -61.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryRisk
SignalHigher is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ4 2025Feb 18, 2026

How to read this metric

Positive values indicate asset appreciation within reinsurance structures, while negative values indicate depreciation.

Detailed definition

This represents the gains or losses associated with assets held by a ceding company under reinsurance agreements. It acc...

Peer comparison

Specific to insurance companies utilizing reinsurance; peers report this as part of their net investment income or reinsurance adjustments.

Metric ID: operating_gain_loss_on_funds_withheld_assets

Historical Data

4 years
 FY'22FY'23FY'24FY'25
Value$749.4M$165M$87.7M$43.2M
YoY Change-78.0%-46.8%-50.7%
Range$43.2M$749.4M
CAGR-61.4%
Avg YoY Growth-58.5%
Median YoY Growth-50.7%
Current Streak3+ years decline

Frequently Asked Questions

What is Principal Financial Group's gain loss on funds withheld assets?
Principal Financial Group (PFG) reported gain loss on funds withheld assets of $10.8M in Q4 2025.
How has Principal Financial Group's gain loss on funds withheld assets changed year-over-year?
Principal Financial Group's gain loss on funds withheld assets decreased by 50.7% year-over-year, from $21.93M to $10.8M.
What is the long-term trend for Principal Financial Group's gain loss on funds withheld assets?
Over 3 years (2022 to 2025), Principal Financial Group's gain loss on funds withheld assets has grown at a -61.4% compound annual growth rate (CAGR), from $749.4M to $43.2M.
What does gain loss on funds withheld assets mean?
Gains or losses on assets held by others as part of reinsurance collateral agreements.