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Principal Financial Group PFG Universal Life — Policyholder Account Balance Policy Charge

Other product segments

Workplace Savings And Retirement Solutions
$8.9M-14.4%

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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:PolicyholderAccountBalancePolicyCharge.

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 policy charge?
Principal Financial Group (PFG) reported universal life — policyholder account balance policy charge of $223.9M in Q1 2026.
How has Principal Financial Group's universal life — policyholder account balance policy charge changed year-over-year?
Principal Financial Group's universal life — policyholder account balance policy charge decreased by 0.4% year-over-year, from $224.7M to $223.9M.
What is the long-term trend for Principal Financial Group's universal life — policyholder account balance policy charge?
Over 3 years (2022 to 2025), Principal Financial Group's universal life — policyholder account balance policy charge has grown at a 1.9% compound annual growth rate (CAGR), from $837.8M to $886M.
What does universal life — policyholder account balance policy charge mean?
The fees and charges assessed against policyholder account balances in the general account universal life segment. These charges compensate the insurer for administrative services, mortality coverage, and other policy features. This is a critical component of the segment's profitability and margin profile.