Fixed Annuity — Liability For Future Policy Benefits
Principal Financial Group Fixed Annuity — Liability For Future Policy Benefits decreased by 2.9% to $4.24B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 5.6%, from $4.49B to $4.24B. Over 2 years (FY 2023 to FY 2025), Fixed Annuity — Liability For Future Policy Benefits shows relatively stable performance with a -4.9% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
An increase suggests a growing book of business or changes in actuarial assumptions, while a decrease may indicate contract maturity or shifts in product strategy.
Detailed definition
This represents the total estimated present value of future obligations owed to policyholders for fixed annuity contract...
Peer comparison
Standard liability metric for life and annuity insurers under GAAP/LDTI accounting frameworks.
pfg_segment_fixed_annuity_liability_for_future_policy_benefitsHistorical 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 | $5.02B | $5.09B | $4.94B | $4.66B | $4.91B | $4.76B | $4.64B | $4.76B | $4.50B | $4.49B | $4.45B | $4.44B | $4.37B | $4.24B |
| QoQ Change | — | +1.5% | -2.9% | -5.7% | +5.4% | -3.1% | -2.7% | +2.7% | -5.4% | -0.2% | -1.0% | -0.1% | -1.7% | -2.9% |
| YoY Change | — | — | — | — | -2.1% | -6.5% | -6.2% | +2.2% | -8.3% | -5.7% | -4.1% | -6.7% | -3.0% | -5.6% |
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Frequently Asked Questions
- What is Principal Financial Group's fixed annuity — liability for future policy benefits?
- Principal Financial Group (PFG) reported fixed annuity — liability for future policy benefits of $4.24B in Q1 2026.
- How has Principal Financial Group's fixed annuity — liability for future policy benefits changed year-over-year?
- Principal Financial Group's fixed annuity — liability for future policy benefits decreased by 5.6% year-over-year, from $4.49B to $4.24B.
- What is the long-term trend for Principal Financial Group's fixed annuity — liability for future policy benefits?
- Over 2 years (2023 to 2025), Principal Financial Group's fixed annuity — liability for future policy benefits has grown at a -4.9% compound annual growth rate (CAGR), from $19.61B to $17.75B.
- What does fixed annuity — liability for future policy benefits mean?
- The total estimated amount the company expects to pay out for future fixed annuity claims.