Deferred Fixed Annuity — Cash Surrender Value Due Policyholders Amount
Principal Financial Group Deferred Fixed Annuity — Cash Surrender Value Due Policyholders Amount decreased by 4.5% to $3.37B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 16.8%, from $4.05B to $3.37B. Over 2 years (FY 2023 to FY 2025), Deferred Fixed Annuity — Cash Surrender Value Due Policyholders Amount shows a downward trend with a -20.8% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
High surrender values relative to account balances indicate lower potential surrender charges, which may increase the risk of policyholder outflows.
Detailed definition
This represents the total amount that policyholders are contractually entitled to receive if they were to surrender thei...
Peer comparison
Standard disclosure for insurance companies regarding potential liability outflows.
pfg_segment_deferred_fixed_annuity_cash_surrender_value_due_policyholders_amountHistorical Data
| 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 | $7.08B | $6.65B | $6.23B | $5.84B | $5.43B | $4.89B | $4.61B | $4.40B | $4.21B | $4.05B | $3.86B | $3.71B | $3.53B | $3.37B |
| QoQ Change | — | -6.1% | -6.2% | -6.4% | -6.9% | -10.1% | -5.7% | -4.5% | -4.4% | -3.8% | -4.6% | -4.0% | -4.9% | -4.5% |
| YoY Change | — | — | — | — | -23.3% | -26.5% | -26.1% | -24.6% | -22.6% | -17.2% | -16.2% | -15.7% | -16.2% | -16.8% |
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Frequently Asked Questions
- 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?
- The total amount of money customers could withdraw today if they canceled their policies.