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Principal Financial Group PFG Variable Annuity — Separate Account Liability Policy Charge

Other product segments

Universal Life
3,490,000,000%+3.3%

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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 us-gaap:SeparateAccountLiabilityPolicyCharge.

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 — separate account liability policy charge?
Principal Financial Group (PFG) reported variable annuity — separate account liability policy charge of 3,790,000,000% in Q1 2026.
How has Principal Financial Group's variable annuity — separate account liability policy charge changed year-over-year?
Principal Financial Group's variable annuity — separate account liability policy charge decreased by 13.9% year-over-year, from 4,400,000,000% to 3,790,000,000%.
What is the long-term trend for Principal Financial Group's variable annuity — separate account liability policy charge?
Over 3 years (2022 to 2025), Principal Financial Group's variable annuity — separate account liability policy charge has grown at a -7.6% compound annual growth rate (CAGR), from 21,110,000,000% to 16,660,000,000%.
What does variable annuity — separate account liability policy charge mean?
Fees and charges assessed against the separate account balances of variable annuity policyholders, such as mortality and expense risk charges or administrative fees. These charges represent a primary revenue stream for the company from the variable annuity segment.