Policyholder Account Balance Increase Decrease From Other Change

Name: Principal Financial Group Policyholder Account Balance Increase Decrease From Other Change by Products & Services
Creator: OpenCapital
License: https://www.opencapital.sh/terms

Principal Financial Group·Products & Services·4 segments

Breakdown

Segment	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Universal Life	-$1.10M	$0.00	-$45.20M	$200.00K	—	—	-$41.30M	-$14.00M
Workplace Savings And Retirement Solutions	-$10.80M	-$6.60M	-$6.50M	-$5.60M	-$5.90M	-$8.20M	-$6.30M	-$5.30M
Variable Annuity	—	-$1.20M	$4.80M	—	—	$1.20M	$22.80M	$3.40M
Deferred Fixed Annuity	—	—	—	—	—	—	—	-$1.50M
Total	-$10.80M	-$6.60M	-$6.50M	-$5.60M	-$5.90M	-$8.20M	-$6.30M	-$5.30M

Segments

Workplace Savings And Retirement SolutionsView metric

Variable AnnuityView metric

Deferred Fixed AnnuityView metric

Universal LifeView metric

Segment	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Universal Life	-$1.10M	$0.00	-$45.20M	$200.00K	—	—	-$41.30M	-$14.00M
Workplace Savings And Retirement Solutions	-$10.80M	-$6.60M	-$6.50M	-$5.60M	-$5.90M	-$8.20M	-$6.30M	-$5.30M
Variable Annuity	—	-$1.20M	$4.80M	—	—	$1.20M	$22.80M	$3.40M
Deferred Fixed Annuity	—	—	—	—	—	—	—	-$1.50M
Total	-$10.80M	-$6.60M	-$6.50M	-$5.60M	-$5.90M	-$8.20M	-$6.30M	-$5.30M