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Principal Financial Group PFG Deferred Fixed Annuity — Policyholder Funds

Other product segments

Workplace Savings And Retirement Solutions
$16.39B+14.0%
Universal Life
$6.85B-0.8%
Variable Annuity
$4.52B+103%

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$103.03M-1.7%
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AMPFixed Indexed Annuity — Policyholder account balances
$279M-7.3%
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SNFCAFuture Policy Benefits Fixed Annuities — Policyholder Funds
$103.03M-1.7%
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$12.97B-10.6%
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CINFDeferred Fixed Annuity — Policyholder Account Balance
$546M-6.2%

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:PolicyholderFunds.

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 — policyholder funds?
Principal Financial Group (PFG) reported deferred fixed annuity — policyholder funds of $3.56B in Q1 2026.
How has Principal Financial Group's deferred fixed annuity — policyholder funds changed year-over-year?
Principal Financial Group's deferred fixed annuity — policyholder funds decreased by 17.1% year-over-year, from $4.29B to $3.56B.
What is the long-term trend for Principal Financial Group's deferred fixed annuity — policyholder funds?
Over 2 years (2023 to 2025), Principal Financial Group's deferred fixed annuity — policyholder funds has grown at a -19.3% compound annual growth rate (CAGR), from $24.63B to $16.04B.
What does deferred fixed annuity — policyholder funds mean?
This represents the total liability held by the company for fixed annuity products, consisting of the accumulated account values belonging to policyholders. It serves as a primary measure of the scale and size of the annuity business segment. This balance fluctuates based on premiums received, interest credited, and withdrawals or benefit payments.