Business Segments · Total Assets

Segment Retirement And Income Solutions — Total Assets

Principal Financial Group Segment Retirement And Income Solutions — Total Assets decreased by 2.7% to $231.63B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.4%, from $219.76B to $231.63B. Over 4 years (FY 2021 to FY 2025), Segment Retirement And Income Solutions — Total Assets shows relatively stable performance with a 1.7% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryMarket Position
SignalHigher is better
VolatilityModerate
First reportedQ4 2014
Last reportedQ1 2026
Rolls up toTotal Assets

How to read this metric

Growth in assets generally signals successful business expansion and effective investment management.

Detailed definition

This represents the total value of assets held within the retirement and income solutions segment, including investments...

Peer comparison

Standard segment-level asset reporting used by diversified financial services firms.

Metric ID: pfg_segment_segment_retirement_and_income_solutions_assets

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$215.44B$216.04B$221.99B$210.36B$208.26B$201.00B$202.58B$207.11B$207.72B$201.80B$213.21B$220.22B$219.56B$226.72B$222.97B$219.76B$226.57B$235.24B$238.14B$231.63B
QoQ Change+0.3%+2.8%-5.2%-1.0%-3.5%+0.8%+2.2%+0.3%-2.8%+5.7%+3.3%-0.3%+3.3%-1.7%-1.4%+3.1%+3.8%+1.2%-2.7%
YoY Change-3.3%-7.0%-8.7%-1.5%-0.3%+0.4%+5.2%+6.3%+5.7%+12.3%+4.6%-0.2%+3.2%+3.8%+6.8%+5.4%
Range$201.00B$238.14B
CAGR+1.5%
Avg YoY Growth+2.0%
Median YoY Growth+3.5%

Frequently Asked Questions

What is Principal Financial Group's segment retirement and income solutions — total assets?
Principal Financial Group (PFG) reported segment retirement and income solutions — total assets of $231.63B in Q1 2026.
How has Principal Financial Group's segment retirement and income solutions — total assets changed year-over-year?
Principal Financial Group's segment retirement and income solutions — total assets increased by 5.4% year-over-year, from $219.76B to $231.63B.
What is the long-term trend for Principal Financial Group's segment retirement and income solutions — total assets?
Over 4 years (2021 to 2025), Principal Financial Group's segment retirement and income solutions — total assets has grown at a 1.7% compound annual growth rate (CAGR), from $860.43B to $919.70B.
What does segment retirement and income solutions — total assets mean?
The total value of all assets managed or held by the retirement and income solutions business segment.