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Principal Financial Group PFG Universal Life — Policyholder Account Balance Net Amount At Risk

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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:PolicyholderAccountBalanceNetAmountAtRisk.

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 net amount at risk?
Principal Financial Group (PFG) reported universal life — policyholder account balance net amount at risk of $86B in Q1 2026.
How has Principal Financial Group's universal life — policyholder account balance net amount at risk changed year-over-year?
Principal Financial Group's universal life — policyholder account balance net amount at risk increased by 0.0% year-over-year, from $86B to $86B.
What is the long-term trend for Principal Financial Group's universal life — policyholder account balance net amount at risk?
Over 2 years (2023 to 2025), Principal Financial Group's universal life — policyholder account balance net amount at risk has grown at a -0.2% compound annual growth rate (CAGR), from $346.05B to $344.37B.
What does universal life — policyholder account balance net amount at risk mean?
The difference between the death benefit payable and the current policyholder account balance, representing the net insurance risk retained by the company. This measures the potential mortality risk exposure if all policies were to trigger a claim simultaneously.