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Principal Financial Group PFG Universal Life — Policyholder Funds

Other product segments

Workplace Savings And Retirement Solutions
$16.39B+14.0%
Variable Annuity
$4.52B+103%
Deferred Fixed Annuity
$3.56B-17.1%

Similar metrics at other companies

Security National Financial Corporation logo
SNFCAUniversal Life — Policyholder Funds
$35.29M-4.5%
F&G Annuities & Life logo
FGUniversal life — Contractholder funds
$3.43B+16.9%
Fidelity National Financial logo
FNFUniversal Life — Contractholder funds
$3.43B+16.9%
Cincinnati Financial logo
CINFUniversal life — Policyholder Account Balance
$449M-1.8%
Corebridge Financial logo
CRBGUniversal Life — Account value
$4.32B+6.6%
Chubb logo
CBUniversal Life — Policyholders' account balances
$1.83B+1.0%

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:PolicyholderFunds.

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 funds?
Principal Financial Group (PFG) reported universal life — policyholder funds of $6.85B in Q1 2026.
How has Principal Financial Group's universal life — policyholder funds changed year-over-year?
Principal Financial Group's universal life — policyholder funds decreased by 0.8% year-over-year, from $6.91B to $6.85B.
What is the long-term trend for Principal Financial Group's universal life — policyholder funds?
Over 2 years (2023 to 2025), Principal Financial Group's universal life — policyholder funds has grown at a -0.2% compound annual growth rate (CAGR), from $27.63B to $27.5B.
What does universal life — policyholder funds mean?
The aggregate value of all funds held by the company on behalf of universal life policyholders, including both general and separate account balances. This represents the total assets under management (AUM) attributable to this specific product line. It serves as a primary measure of the scale and market presence of the universal life business.