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Principal Financial Group PFG Universal Life — Cash Surrender Value Due Policyholders Amount

Other product segments

Workplace Savings And Retirement Solutions
$15.11B+16.2%
Variable Annuity
$4.26B+102%
Deferred Fixed Annuity
$3.37B-16.8%

Similar metrics at other companies

Security National Financial Corporation logo
SNFCAUniversal Life — Cash Surrender Value Due Policyholders Amount
$35.29M-4.5%
Brighthouse Financial logo
BHFUniversal Life Insurance — Cash surrender value
$8.56B+5.3%
F&G Annuities & Life logo
FGUniversal life — Cash surrender value
$2.64B+16.6%
The Hartford Financial Services Group logo
HIGUniversal Life — Policyholder Account Balance, Cash Surrender Value
$192M-4.5%
Chubb logo
CBUniversal Life — Policyholder Account Balance, Cash Surrender Value
$1.71B+2.8%
Fidelity National Financial logo
FNFUniversal Life — Cash surrender value
$2.64B+16.6%

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:CashSurrenderValueDuePolicyholdersAmount.

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 universal life — cash surrender value due policyholders amount?
Principal Financial Group (PFG) reported universal life — cash surrender value due policyholders amount of $6.05B in Q1 2026.
How has Principal Financial Group's universal life — cash surrender value due policyholders amount changed year-over-year?
Principal Financial Group's universal life — cash surrender value due policyholders amount decreased by 0.1% year-over-year, from $6.05B to $6.05B.
What is the long-term trend for Principal Financial Group's universal life — cash surrender value due policyholders amount?
Over 2 years (2023 to 2025), Principal Financial Group's universal life — cash surrender value due policyholders amount has grown at a 1.1% compound annual growth rate (CAGR), from $23.62B to $24.17B.
What does universal life — cash surrender value due policyholders amount mean?
The total amount payable to policyholders if they were to surrender their universal life policies at the reporting date. This represents the immediate liquidity obligation to policyholders and is a floor for the liability valuation.