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Discontinued — last reported Q4 '22

Business Segments · Contractholder And Other Policyholder Funds

Segment US Insurance Solutions — Contractholder And Other Policyholder Funds

Principal Financial Group Segment US Insurance Solutions — Contractholder And Other Policyholder Funds decreased by 1.2% to $7.94B in Q4 2022 compared to the prior quarter. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryLiquidity
SignalHigher is better
VolatilityModerate
First reportedQ4 2014
Last reportedQ4 2022Feb 16, 2023

How to read this metric

Growth in these funds indicates successful asset gathering and client retention, while a decline may signal outflows or market volatility.

Detailed definition

This represents the balance of funds held on behalf of policyholders, typically associated with investment-type insuranc...

Peer comparison

Common for companies with significant annuity or universal life business; peers report this as 'Policyholder Account Balances'.

Metric ID: pfg_segment_segment_us_insurance_solutions_contractholder_and_other_policyholder_funds

Historical Data

2 periods
 Q4 '21Q4 '22
Value$8.04B$7.94B
QoQ Change-1.2%
YoY Change-1.2%
Range$7.94B$8.04B
Avg YoY Growth-1.2%
Median YoY Growth-1.2%

Frequently Asked Questions

What is Principal Financial Group's segment us insurance solutions — contractholder and other policyholder funds?
Principal Financial Group (PFG) reported segment us insurance solutions — contractholder and other policyholder funds of $7.94B in Q4 2022.
What does segment us insurance solutions — contractholder and other policyholder funds mean?
Funds held by the company that belong to policyholders, often related to investment products.