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

Other segment segments

Segment Corporate
-$333.7M+6.9%

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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:PolicyholderFunds.

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 — policyholder funds?
Principal Financial Group (PFG) reported segment retirement and income solutions — policyholder funds of $24.48B in Q1 2026.
How has Principal Financial Group's segment retirement and income solutions — policyholder funds changed year-over-year?
Principal Financial Group's segment retirement and income solutions — policyholder funds increased by 17.1% year-over-year, from $20.9B to $24.48B.
What is the long-term trend for Principal Financial Group's segment retirement and income solutions — policyholder funds?
Over 2 years (2023 to 2025), Principal Financial Group's segment retirement and income solutions — policyholder funds has grown at a 7.5% compound annual growth rate (CAGR), from $76.53B to $88.51B.
What does segment retirement and income solutions — policyholder funds mean?
This represents the total balance of funds deposited by policyholders into retirement and income products, which the company is obligated to pay out according to contract terms. It serves as a measure of the total capital base managed within the segment's retirement and income solutions. This metric is central to understanding the scale of the company's long-term liabilities and its role as a fiduciary.