Pension — Separate Account Liability Surrender Withdrawal And Benefit Payment
Principal Financial Group Pension — Separate Account Liability Surrender Withdrawal And Benefit Payment increased by 6.6% to $1.10B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 17.8%, from $930.10M to $1.10B. Over 3 years (FY 2022 to FY 2025), Pension — Separate Account Liability Surrender Withdrawal And Benefit Payment shows relatively stable performance with a -0.2% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
High levels of surrenders or withdrawals may signal client dissatisfaction or a shift in investment strategy, potentially impacting future fee revenue.
Detailed definition
This metric tracks the total outflows from separate account pension products due to client surrenders, withdrawals, or t...
Peer comparison
Comparable to surrender rates or redemption levels reported by mutual fund and insurance companies.
pfg_segment_pension_separate_account_liability_surrender_withdrawal_and_benefit_paymentHistorical Data
| Q1 '22 | Q2 '22 | Q3 '22 | 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 | $996.15M | $996.15M | $996.15M | $996.15M | $988.90M | $1.15B | $1.08B | $976.40M | $879.60M | $922.70M | $903.20M | $932.50M | $930.10M | $1.00B | $999.90M | $1.03B | $1.10B |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -0.7% | +16.0% | -5.9% | -9.6% | -9.9% | +4.9% | -2.1% | +3.2% | -0.3% | +8.0% | -0.5% | +2.8% | +6.6% |
| YoY Change | — | — | — | — | -0.7% | +15.1% | +8.4% | -2.0% | -11.1% | -19.5% | -16.3% | -4.5% | +5.7% | +8.9% | +10.7% | +10.2% | +17.8% |
Similar Metrics at Other Companies
Frequently Asked Questions
- 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 $1.10B 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 $930.10M to $1.10B.
- 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?
- The total amount of money paid out to clients from their pension separate accounts.