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Principal Financial Group PFG Variable Annuity — Policyholder Funds Without Guaranteed Minimum Crediting Rate

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BHFVariable Annuities — Interest credited to policyholder account balances, excluding market value adjustments
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BHFVariable Annuities — Investment performance
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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:PolicyholderFundsWithoutGuaranteedMinimumCreditingRate.

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 without guaranteed minimum crediting rate?
Principal Financial Group (PFG) reported variable annuity — policyholder funds without guaranteed minimum crediting rate of $4.32B in Q1 2026.
How has Principal Financial Group's variable annuity — policyholder funds without guaranteed minimum crediting rate changed year-over-year?
Principal Financial Group's variable annuity — policyholder funds without guaranteed minimum crediting rate increased by 117.6% year-over-year, from $1.98B to $4.32B.
What is the long-term trend for Principal Financial Group's variable annuity — policyholder funds without guaranteed minimum crediting rate?
Over 2 years (2023 to 2025), Principal Financial Group's variable annuity — policyholder funds without guaranteed minimum crediting rate has grown at a 453.2% compound annual growth rate (CAGR), from $378.8M to $11.59B.
What does variable annuity — policyholder funds without guaranteed minimum crediting rate mean?
Represents the portion of variable annuity account balances where the investment risk is primarily borne by the policyholder. These funds do not carry a guaranteed minimum crediting rate, meaning the account value fluctuates directly with the performance of the underlying separate account assets. This metric reflects the company's fee-based revenue potential without the associated interest rate guarantee risk.