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Principal Financial Group PFG Variable Annuity — Policyholder Funds

Other product segments

Workplace Savings And Retirement Solutions
$16.39B+14.0%
Universal Life
$6.85B-0.8%
Deferred Fixed Annuity
$3.56B-17.1%

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$3.24B-9.7%
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LNCVariable Annuities — Policyholder account balances
$39.14B+13.9%
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BHFVariable Annuities — Policyholder Account Balances gross of policy loans and excludes excessing interest reserves
$16.85B-10.1%
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BHFVariable Annuities — Policyholder Account Balance
$3.31B-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: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 variable annuity — policyholder funds?
Principal Financial Group (PFG) reported variable annuity — policyholder funds of $4.52B in Q1 2026.
How has Principal Financial Group's variable annuity — policyholder funds changed year-over-year?
Principal Financial Group's variable annuity — policyholder funds increased by 103.1% year-over-year, from $2.23B to $4.52B.
What is the long-term trend for Principal Financial Group's variable annuity — policyholder funds?
Over 2 years (2023 to 2025), Principal Financial Group's variable annuity — policyholder funds has grown at a 171.5% compound annual growth rate (CAGR), from $1.7B to $12.52B.
What does variable annuity — policyholder funds mean?
Represents the total value of assets held on behalf of policyholders within variable annuity contracts. This metric reflects the scale of the company's liability to policyholders and the underlying asset base managed for these products.