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Principal Financial Group PFG Segment Benefits And Protection — Net Investment Income

Other segment segments

Segment Retirement And Income Solutions
$896.6M+8.9%
Segment Principal Asset Management
$126M-11.6%
Segment Corporate
$61.6M+8.6%

Similar metrics at other companies

Lincoln National logo
LNCGroup Protection — Net investment income
$96M+7.9%
Allstate logo
ALLProtection Services — Net investment income
$23M-4.2%
Lincoln National logo
LNCGroup Protection — Supplementary Insurance Information Net Investment Income
$94M+8.0%
Voya Financial logo
VOYAEmployee Benefits — Net Investment Income
$40M+10.3%
The Hanover Insurance Group logo
THGAll Other Segments — Net Investment Income
$4.7M+42.4%
Axis Capital Holders logo
AXSInsurance — Net investment income
$0—

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:NetInvestmentIncome.

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 segment benefits and protection — net investment income?
Principal Financial Group (PFG) reported segment benefits and protection — net investment income of $98.4M in Q1 2026.
How has Principal Financial Group's segment benefits and protection — net investment income changed year-over-year?
Principal Financial Group's segment benefits and protection — net investment income increased by 3.1% year-over-year, from $95.4M to $98.4M.
What is the long-term trend for Principal Financial Group's segment benefits and protection — net investment income?
Over 4 years (2021 to 2025), Principal Financial Group's segment benefits and protection — net investment income has grown at a -8.9% compound annual growth rate (CAGR), from $917.1M to $633M.
What does segment benefits and protection — net investment income mean?
This metric reflects the income generated from the investment portfolio held to back insurance liabilities, including interest, dividends, and realized gains. It is a critical component of profitability for insurance segments that manage long-duration assets.