Principal Financial Group Segment Retirement And Income Solutions — Separate Accounts Liability decreased by 4.3% to $137.83B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 6.3%, from $129.61B to $137.83B. Over 2 years (FY 2023 to FY 2025), Segment Retirement And Income Solutions — Separate Accounts Liability shows an upward trend with a 6.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates growth in assets under management for variable products, while a decrease reflects market depreciation or net outflows.
This represents the obligation to policyholders for funds held in separate accounts where the investment risk is borne b...
Standard metric for insurance companies with significant variable annuity or unit-linked product portfolios.
pfg_segment_segment_retirement_and_income_solutions_separate_accounts_liability| 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 | $115.90B | $120.19B | $122.16B | $117.25B | $126.65B | $132.61B | $131.77B | $136.65B | $133.44B | $129.61B | $136.14B | $142.97B | $144.04B | $137.83B |
| QoQ Change | — | +3.7% | +1.6% | -4.0% | +8.0% | +4.7% | -0.6% | +3.7% | -2.4% | -2.9% | +5.0% | +5.0% | +0.7% | -4.3% |
| YoY Change | — | — | — | — | +9.3% | +10.3% | +7.9% | +16.5% | +5.4% | -2.3% | +3.3% | +4.6% | +7.9% | +6.3% |