Segment Benefits And Protection — Net Investment Income
Principal Financial Group Segment Benefits And Protection — Net Investment Income decreased by 67.9% to $98.40M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.1%, from $95.40M to $98.40M. Over 4 years (FY 2021 to FY 2025), Segment Benefits And Protection — Net Investment Income shows a downward trend with a -8.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase reflects higher yields on invested assets or a larger asset base, contributing positively to overall segment margins.
Detailed definition
This metric reflects the income generated from the investment portfolio held to back insurance liabilities, including in...
Peer comparison
Standard metric for insurance companies, comparable to 'Net Investment Income' reported by peers.
pfg_segment_segment_benefits_and_protection_net_investment_incomeHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | 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 | $229.28M | $229.28M | $229.28M | $193.20M | $56.60M | $93.00M | $256.60M | $96.60M | $104.20M | $93.20M | $255.50M | $103.80M | $102.10M | $103.70M | $284.90M | $95.40M | $116.20M | $115.30M | $306.10M | $98.40M |
| QoQ Change | — | +0.0% | +0.0% | -15.7% | -70.7% | +64.3% | +175.9% | -62.4% | +7.9% | -10.6% | +174.1% | -59.4% | -1.6% | +1.6% | +174.7% | -66.5% | +21.8% | -0.8% | +165.5% | -67.9% |
| YoY Change | — | — | — | — | -75.3% | -59.4% | +11.9% | -50.0% | +84.1% | +0.2% | -0.4% | +7.5% | -2.0% | +11.3% | +11.5% | -8.1% | +13.8% | +11.2% | +7.4% | +3.1% |
Similar Metrics at Other Companies
Frequently Asked Questions
- 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 $98.40M 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 $95.40M to $98.40M.
- 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 $917.10M to $633.00M.
- What does segment benefits and protection — net investment income mean?
- Earnings generated from the company's investment portfolio used to support insurance obligations.