Universal Life — Policyholder Funds
Principal Financial Group Universal Life — Policyholder Funds decreased by 0.2% to $6.85B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 0.8%, from $6.91B to $6.85B. Over 2 years (FY 2023 to FY 2025), Universal Life — Policyholder Funds shows relatively stable performance with a -0.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Higher total funds under management generally correlate with higher fee-based revenue potential and market scale.
Detailed definition
The aggregate value of all funds held by the company on behalf of universal life policyholders, including both general a...
Peer comparison
Comparable to 'Total Policyholder Account Values' or 'Assets Under Administration' at peer insurance firms.
pfg_segment_universal_life_policyholder_fundsHistorical Data
| Q4 '21 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $6.96B | $6.95B | $6.92B | $6.89B | $6.89B | $6.93B | $6.91B | $6.90B | $6.91B | $6.95B | $6.91B | $6.86B | $6.86B | $6.87B | $6.85B |
| QoQ Change | — | -0.2% | -0.5% | -0.3% | -0.1% | +0.7% | -0.3% | -0.2% | +0.2% | +0.6% | -0.6% | -0.7% | +0.1% | +0.1% | -0.2% |
| YoY Change | — | -0.2% | — | — | — | -0.2% | -0.0% | +0.0% | +0.3% | +0.3% | -0.1% | -0.5% | -0.7% | -1.2% | -0.8% |
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Frequently Asked Questions
- 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 $27.50B.
- What does universal life — policyholder funds mean?
- The total amount of money the company manages for its universal life insurance customers.