Policyholder Dividends, Expense
Principal Financial Group Policyholder Dividends, Expense increased by 55.3% to $30.60M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 60.2%, from $19.10M to $30.60M. Over 4 years (FY 2021 to FY 2025), Policyholder Dividends, Expense shows relatively stable performance with a -0.8% CAGR.
Analysis
How to read this metric
Higher dividends reflect strong company performance and surplus generation, whereas lower dividends may indicate tighter margins or strategic retention of capital.
Detailed definition
These are the dividends paid to holders of participating insurance policies, where the policyholder shares in the favora...
Peer comparison
Common in mutual insurers and large life insurance companies with legacy participating blocks.
other_policyholder_dividendsHistorical Data
| 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 | $28.90M | $28.20M | $19.50M | $23.10M | $24.50M | $24.50M | $22.70M | $23.20M | $23.10M | $21.00M | $21.90M | $29.30M | $23.90M | $14.90M | $31.80M | $19.10M | $22.90M | $30.00M | $19.70M | $30.60M |
| QoQ Change | — | -2.4% | -30.9% | +18.5% | +6.1% | +0.0% | -7.3% | +2.2% | -0.4% | -9.1% | +4.3% | +33.8% | -18.4% | -37.7% | +113.4% | -39.9% | +19.9% | +31.0% | -34.3% | +55.3% |
| YoY Change | — | — | — | — | -15.2% | -13.1% | +16.4% | +0.4% | -5.7% | -14.3% | -3.5% | +26.3% | +3.5% | -29.0% | +45.2% | -34.8% | -4.2% | +101.3% | -38.1% | +60.2% |
Business Segments
| Segment | Q4 '23 | Q2 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Segment Benefits And Protection | — | — | — | $19.10M | $22.90M | $29.90M | $19.60M | $30.60M |
| Segment Retirement And Income Solutions | $50.00K | $100.00K | $100.00K | — | — | $100.00K | $100.00K | — |
| Total | $21.90M | $23.90M | $31.80M | $19.10M | $22.90M | $30.00M | $19.70M | $30.60M |
Segment Retirement And Income Solutions was previously reported and has since been discontinued or reclassified. Only currently active segments are shown in the chart.
Policyholder Dividends, Expense at Other Companies
Frequently Asked Questions
- What is Principal Financial Group's policyholder dividends, expense?
- Principal Financial Group (PFG) reported policyholder dividends, expense of $30.60M in Q1 2026.
- How has Principal Financial Group's policyholder dividends, expense changed year-over-year?
- Principal Financial Group's policyholder dividends, expense increased by 60.2% year-over-year, from $19.10M to $30.60M.
- What is the long-term trend for Principal Financial Group's policyholder dividends, expense?
- Over 4 years (2021 to 2025), Principal Financial Group's policyholder dividends, expense has grown at a -0.8% compound annual growth rate (CAGR), from $94.80M to $91.70M.
- What does policyholder dividends, expense mean?
- The portion of company profits distributed to participating policyholders.