Business Segments · Separate Accounts Liability

Segment Retirement And Income Solutions — Separate Accounts Liability

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.

Analysis

StatementSegment
CategoryMarket Position
SignalHigher is better
VolatilityVolatile
First reportedQ4 2022
Last reportedQ1 2026

How to read this metric

An increase indicates growth in assets under management for variable products, while a decrease reflects market depreciation or net outflows.

Detailed definition

This represents the obligation to policyholders for funds held in separate accounts where the investment risk is borne b...

Peer comparison

Standard metric for insurance companies with significant variable annuity or unit-linked product portfolios.

Metric ID: pfg_segment_segment_retirement_and_income_solutions_separate_accounts_liability

Historical Data

14 periods
 Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '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%
Range$115.90B$144.04B
CAGR+5.5%
Avg YoY Growth+6.9%
Median YoY Growth+7.1%

Frequently Asked Questions

What is Principal Financial Group's segment retirement and income solutions — separate accounts liability?
Principal Financial Group (PFG) reported segment retirement and income solutions — separate accounts liability of $137.83B in Q1 2026.
How has Principal Financial Group's segment retirement and income solutions — separate accounts liability changed year-over-year?
Principal Financial Group's segment retirement and income solutions — separate accounts liability increased by 6.3% year-over-year, from $129.61B to $137.83B.
What is the long-term trend for Principal Financial Group's segment retirement and income solutions — separate accounts liability?
Over 2 years (2023 to 2025), Principal Financial Group's segment retirement and income solutions — separate accounts liability has grown at a 6.6% compound annual growth rate (CAGR), from $486.25B to $552.76B.
What does segment retirement and income solutions — separate accounts liability mean?
The total value of funds held in separate accounts where the policyholder assumes the investment risk.