Products & Services · Policyholder Funds
Deferred Fixed Annuity — Policyholder Funds
Principal Financial Group Deferred Fixed Annuity — Policyholder Funds decreased by 4.6% to $3.56B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 17.1%, from $4.29B to $3.56B. Over 2 years (FY 2023 to FY 2025), Deferred Fixed Annuity — Policyholder Funds shows a downward trend with a -19.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementSegment
CategoryMarket Position
SignalHigher is better
VolatilityModerate
First reportedQ4 2021
Last reportedQ1 2026
Rolls up toPolicyholder account balances
How to read this metric
Growth in these funds indicates successful asset gathering and retention within the annuity segment.
Detailed definition
This represents the total liability held by the company for fixed annuity products, consisting of the accumulated accoun...
Peer comparison
Comparable to 'Policyholder Liabilities' or 'Annuity Reserves' at peer insurance firms.
Metric ID:
pfg_segment_deferred_fixed_annuity_policyholder_fundsHistorical Data
15 periods
| Q4 '21 | 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 | $9.65B | $7.23B | $6.79B | $6.36B | $5.95B | $5.53B | $5.20B | $4.90B | $4.67B | $4.46B | $4.29B | $4.09B | $3.93B | $3.73B | $3.56B |
| QoQ Change | — | -25.1% | -6.1% | -6.3% | -6.4% | -7.0% | -6.0% | -5.8% | -4.7% | -4.5% | -3.8% | -4.6% | -4.0% | -5.1% | -4.6% |
| YoY Change | — | -25.1% | — | — | — | -23.4% | -23.3% | -22.9% | -21.5% | -19.4% | -17.5% | -16.5% | -15.9% | -16.4% | -17.1% |
Range$3.56B – $9.65B
CAGR-24.8%
Avg YoY Growth-19.9%
Median YoY Growth-19.4%
Current Streak14+ quarters decline
Similar Metrics at Other Companies
Frequently Asked Questions
- 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?
- The total amount of money the company owes to fixed annuity policyholders.