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Principal Financial Group PFG Universal Life — Policyholder Account Balance Guaranteed Minimum Credit Rating

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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:PolicyholderAccountBalanceGuaranteedMinimumCreditRating.

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 — policyholder account balance guaranteed minimum credit rating?
Principal Financial Group (PFG) reported universal life — policyholder account balance guaranteed minimum credit rating of $0.04 in Q1 2026.
How has Principal Financial Group's universal life — policyholder account balance guaranteed minimum credit rating changed year-over-year?
Principal Financial Group's universal life — policyholder account balance guaranteed minimum credit rating decreased by 0.0% year-over-year, from $0.04 to $0.04.
What is the long-term trend for Principal Financial Group's universal life — policyholder account balance guaranteed minimum credit rating?
Over 2 years (2023 to 2025), Principal Financial Group's universal life — policyholder account balance guaranteed minimum credit rating has grown at a 0.0% compound annual growth rate (CAGR), from $0.16 to $0.16.
What does universal life — policyholder account balance guaranteed minimum credit rating mean?
Represents the floor interest rate contractually guaranteed to policyholders on their universal life account balances. This metric reflects the minimum return the insurer must provide regardless of market performance, serving as a key indicator of financial obligation and product risk.