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Principal Financial Group PFG Universal Life — Policyholder Account Balance Premium Received

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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:PolicyholderAccountBalancePremiumReceived.

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 premium received?
Principal Financial Group (PFG) reported universal life — policyholder account balance premium received of $349.1M in Q1 2026.
How has Principal Financial Group's universal life — policyholder account balance premium received changed year-over-year?
Principal Financial Group's universal life — policyholder account balance premium received decreased by 6.9% year-over-year, from $375M to $349.1M.
What is the long-term trend for Principal Financial Group's universal life — policyholder account balance premium received?
Over 3 years (2022 to 2025), Principal Financial Group's universal life — policyholder account balance premium received has grown at a 1.0% compound annual growth rate (CAGR), from $1.27B to $1.31B.
What does universal life — policyholder account balance premium received mean?
The total premiums collected from policyholders for universal life products held in the general account. Unlike separate accounts, these funds are typically invested in the insurer's general portfolio, and the insurer bears the investment risk. This is a core indicator of the company's ability to attract and retain fixed-income-oriented insurance customers.