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Principal Financial Group PFG Pension — Separate Account Liability Surrender Withdrawal And Benefit Payment

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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 pfg:SeparateAccountLiabilitySurrenderWithdrawalAndBenefitPayment.

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 pension — separate account liability surrender withdrawal and benefit payment?
Principal Financial Group (PFG) reported pension — separate account liability surrender withdrawal and benefit payment of $1.1B in Q1 2026.
How has Principal Financial Group's pension — separate account liability surrender withdrawal and benefit payment changed year-over-year?
Principal Financial Group's pension — separate account liability surrender withdrawal and benefit payment increased by 17.8% year-over-year, from $930.1M to $1.1B.
What is the long-term trend for Principal Financial Group's pension — separate account liability surrender withdrawal and benefit payment?
Over 3 years (2022 to 2025), Principal Financial Group's pension — separate account liability surrender withdrawal and benefit payment has grown at a -0.2% compound annual growth rate (CAGR), from $3.98B to $3.96B.
What does pension — separate account liability surrender withdrawal and benefit payment mean?
This metric tracks the total outflows from separate account pension products due to client surrenders, withdrawals, or the payment of contractual benefits. It reflects the liquidity demands placed on the company's separate account portfolio.