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Principal Financial Group PFG Segment Retirement And Income Solutions — Net Investment Income

Other segment segments

Segment Principal Asset Management
$126M-11.6%
Segment Benefits And Protection
$98.4M+3.1%
Segment Corporate
$61.6M+8.6%

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VOYAWealth Solutions Segment — Net investment income
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HMNLife & Retirement — Net investment income
$87M-2.4%

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 retirement and income solutions — net investment income?
Principal Financial Group (PFG) reported segment retirement and income solutions — net investment income of $896.6M in Q1 2026.
How has Principal Financial Group's segment retirement and income solutions — net investment income changed year-over-year?
Principal Financial Group's segment retirement and income solutions — net investment income increased by 8.9% year-over-year, from $823.7M to $896.6M.
What is the long-term trend for Principal Financial Group's segment retirement and income solutions — net investment income?
Over 4 years (2021 to 2025), Principal Financial Group's segment retirement and income solutions — net investment income has grown at a 5.7% compound annual growth rate (CAGR), from $2.73B to $3.41B.
What does segment retirement and income solutions — net investment income mean?
This represents the income generated from the investment portfolio held by the retirement and income solutions segment, net of investment-related expenses. It reflects the segment's ability to earn returns on the assets backing its insurance and retirement liabilities.