Other

Asset

Principal Financial Group Asset decreased by 16.9% to $163.70M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.2%, from $158.70M to $163.70M. Over 3 years (FY 2022 to FY 2025), Asset shows an upward trend with a 21.8% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ4 2021
Last reportedQ1 2026

How to read this metric

An increase may indicate higher market risk exposure or a change in hedging strategy, while a decrease suggests reduced exposure or favorable market movements.

Detailed definition

Represents the fair value of assets associated with market risk benefits, which are contracts that provide protection ag...

Peer comparison

Common in life insurance and annuity providers; peers report this under fair value accounting for derivatives and hedging assets.

Metric ID: other_market_risk_benefit_asset_amount

Historical Data

14 periods
 Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$109.20M$107.30M$148.60M$173.10M$153.40M$201.90M$212.30M$162.60M$199.50M$158.70M$180.20M$187.50M$197.10M$163.70M
QoQ Change-1.7%+38.5%+16.5%-11.4%+31.6%+5.2%-23.4%+22.7%-20.5%+13.5%+4.1%+5.1%-16.9%
YoY Change+40.5%+88.2%+42.9%-6.1%+30.1%-21.4%-15.1%+15.3%-1.2%+3.2%
Range$107.30M$212.30M
CAGR+13.3%
Avg YoY Growth+17.6%
Median YoY Growth+9.2%

Product Breakdown

View all
SegmentQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Variable Annuity$212.30M$162.60M$199.50M$158.70M$180.20M$187.50M$197.10M$163.70M
Total$212.30M$162.60M$199.50M$158.70M$180.20M$187.50M$197.10M$163.70M

Business Segments

View all
SegmentQ4 '23Q4 '24Q4 '25
Segment Retirement And Income Solutions$153.40M$199.50M$197.10M
Total$153.40M$199.50M$197.10M

Frequently Asked Questions

What is Principal Financial Group's asset?
Principal Financial Group (PFG) reported asset of $163.70M in Q1 2026.
How has Principal Financial Group's asset changed year-over-year?
Principal Financial Group's asset increased by 3.2% year-over-year, from $158.70M to $163.70M.
What is the long-term trend for Principal Financial Group's asset?
Over 3 years (2022 to 2025), Principal Financial Group's asset has grown at a 21.8% compound annual growth rate (CAGR), from $109.20M to $197.10M.
What does asset mean?
The value of assets held to cover obligations from market risk protection products.