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Principal Financial Group PFG Variable Annuity — Policyholder Funds With Guaranteed Minimum Crediting Rate

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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 pfg:PolicyholderFundsWithGuaranteedMinimumCreditingRate.

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 with guaranteed minimum crediting rate?
Principal Financial Group (PFG) reported variable annuity — policyholder funds with guaranteed minimum crediting rate of $207.1M in Q1 2026.
How has Principal Financial Group's variable annuity — policyholder funds with guaranteed minimum crediting rate changed year-over-year?
Principal Financial Group's variable annuity — policyholder funds with guaranteed minimum crediting rate decreased by 15.1% year-over-year, from $244M to $207.1M.
What is the long-term trend for Principal Financial Group's variable annuity — policyholder funds with guaranteed minimum crediting rate?
Over 2 years (2023 to 2025), Principal Financial Group's variable annuity — policyholder funds with guaranteed minimum crediting rate has grown at a -16.2% compound annual growth rate (CAGR), from $1.31B to $923.1M.
What does variable annuity — policyholder funds with guaranteed minimum crediting rate mean?
Represents the portion of variable annuity account balances subject to a contractually guaranteed minimum interest or crediting rate. This metric highlights the company's exposure to interest rate floors that must be honored regardless of underlying investment performance. It is a key indicator of financial risk and capital reserve requirements for the annuity segment.