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Principal Financial Group PFG Variable Annuity — Cash Surrender Value Due Policyholders Amount

Other product segments

Workplace Savings And Retirement Solutions
$15.11B+16.2%
Universal Life
$6.05B-0.1%
Deferred Fixed Annuity
$3.37B-16.8%

Similar metrics at other companies

Security National Financial Corporation logo
SNFCAFixed Annuity — Cash Surrender Value Due Policyholders Amount
$102.55M-1.9%
Brighthouse Financial logo
BHFVariable Annuities — Cash surrender value
$74.68B-3.3%
Lincoln National logo
LNCVariable Annuities — Cash surrender value
$37.76B+14.0%
Ameriprise Financial logo
AMPVariable Annuity — Cash surrender value
$62.15B0.0%
KKR & Co. logo
KKRVariable Annuities — Cash Surrender Value as of End of Period
$3B-5.8%
Jackson Financial logo
JXNVariable annuity — Cash surrender value
$6.19B-11.3%

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:CashSurrenderValueDuePolicyholdersAmount.

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 variable annuity — cash surrender value due policyholders amount?
Principal Financial Group (PFG) reported variable annuity — cash surrender value due policyholders amount of $4.26B in Q1 2026.
How has Principal Financial Group's variable annuity — cash surrender value due policyholders amount changed year-over-year?
Principal Financial Group's variable annuity — cash surrender value due policyholders amount increased by 102.4% year-over-year, from $2.11B to $4.26B.
What is the long-term trend for Principal Financial Group's variable annuity — cash surrender value due policyholders amount?
Over 2 years (2023 to 2025), Principal Financial Group's variable annuity — cash surrender value due policyholders amount has grown at a 185.0% compound annual growth rate (CAGR), from $1.56B to $12.66B.
What does variable annuity — cash surrender value due policyholders amount mean?
The total amount of cash that would be payable to policyholders if they were to surrender their annuity contracts at the current reporting date. This represents the immediate liquidity risk associated with the annuity block.