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Principal Financial Group PFG Deferred Fixed Annuity — Cash Surrender Value Due Policyholders Amount

Other product segments

Workplace Savings And Retirement Solutions
$15.11B+16.2%
Universal Life
$6.05B-0.1%
Variable Annuity
$4.26B+102%

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$4.43B-0.3%

Other financials

Income statement

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Revenue$3.5B-4.5%
Net income$424.6M+783%
EPS (diluted)$1.93+819%

Balance sheet

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Cash & equivalents$4.1B+4.6%
Total debt$3.9B-9.3%
Total equity$11.8B+5.3%
Total assets$332.70B+6.3%

Cash flow

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Operating cash flow$187.1M-80.9%

Valuation

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Market cap$23.28B+36.3%
Enterprise value$23.17B+33.5%
P/E14.9×-0.1×
P/S1.5×+0.4×

Profitability

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Net margin10.1%+3.2pp

Returns & leverage

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Return on equity13.6%+3.9pp
Debt / equity0.3×-0.1×

Where this comes from

Reported directly by Principal Financial Group in its filing.

Tagged under the XBRL concept us-gaap:CashSurrenderValueDuePolicyholdersAmount.

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

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Questions, answered.

What is Principal Financial Group's deferred fixed annuity — cash surrender value due policyholders amount?
Principal Financial Group (PFG) reported deferred fixed annuity — cash surrender value due policyholders amount of $3.37B in Q1 2026.
How has Principal Financial Group's deferred fixed annuity — cash surrender value due policyholders amount changed year-over-year?
Principal Financial Group's deferred fixed annuity — cash surrender value due policyholders amount decreased by 16.8% year-over-year, from $4.05B to $3.37B.
What is the long-term trend for Principal Financial Group's deferred fixed annuity — cash surrender value due policyholders amount?
Over 2 years (2023 to 2025), Principal Financial Group's deferred fixed annuity — cash surrender value due policyholders amount has grown at a -20.8% compound annual growth rate (CAGR), from $24.15B to $15.15B.
What does deferred fixed annuity — cash surrender value due policyholders amount mean?
This represents the total amount that policyholders are contractually entitled to receive if they were to surrender their annuity contracts immediately. It is a measure of the liquidity risk associated with the annuity portfolio. It differs from the account balance due to potential surrender charges or market value adjustments.