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Principal Financial Group PFG Segment Retirement And Income Solutions — Policyholder Dividends

Other segment segments

Segment Benefits And Protection
$23.8M+3.9%

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Other financials

Income statement

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Revenue$3.9B+6.4%
Net income$403.4M-0.7%
EPS (diluted)$1.84+2.8%

Balance sheet

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Cash & equivalents$5.3B+43.7%
Total debt$4.3B+10.0%
Total equity$12.1B+6.4%
Total assets$352.75B+9.2%

Cash flow

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Operating cash flow$2.1B+156%

Valuation

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Market cap$24.59B+43.7%
Enterprise value$23.67B+36.0%
P/E15.8×+0.8×
P/S1.6×+0.4×

Profitability

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Net margin9.9%+2.4pp

Returns & leverage

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Return on equity13.2%+3.1pp
Debt / equity0.4×0.0×

Where this comes from

Reported directly by Principal Financial Group in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderDividends.

The source filing: Principal Financial Group’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 2:34 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001104659-26-088071
Line itemRetirement / and Income / SolutionsPrincipal / Asset / ManagementBenefits and / ProtectionCorporateTotal
Benefits, claims and settlement expenses$1,100.3$140.8$704.6$(1.2)
Liability for future policy benefits remeasurement (gain) loss4.3(0.6)2.3
Market risk benefit remeasurement gain(2.3)
Dividends to policyholders0.123.8
Commission expense74.951.9128.343.7
Capitalization of deferred acquisition costs and contract costs(38.4)(9.8)(77.2)
Amortization of deferred acquisition costs and contract costs22.99.065.4
Depreciation and amortization20.213.44.53.1

Item 1. Financial Statements

FAQ

What is Principal Financial Group's segment retirement and income solutions — policyholder dividends?
Principal Financial Group (PFG) reported segment retirement and income solutions — policyholder dividends of $100K in Q2 2026.
What does segment retirement and income solutions — policyholder dividends mean?
This represents the portion of earnings or surplus returned to policyholders in participating insurance contracts. It reflects the company's commitment to sharing profits with policyholders, which is a key feature of certain traditional insurance products.

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