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·Rolls up to Policyholder Account Balance Increase Decrease From Other Change

Breakdown

Segment	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Universal Life	-$1.1M	$0	-$45.2M	$200K	—	—	-$41.3M	-$14M
Workplace Savings And Retirement Solutions	-$10.8M	-$6.6M	-$6.5M	-$5.6M	-$5.9M	-$8.2M	-$6.3M	-$5.3M
Variable Annuity	—	-$1.2M	$4.8M	—	—	$1.2M	$22.8M	$3.4M
Deferred Fixed Annuity	—	—	—	—	—	—	—	-$1.5M
Total	—	—	—	—	—	—	—	—

Segments

Workplace Savings And Retirement SolutionsView metric

Variable AnnuityView metric

Deferred Fixed AnnuityView metric

Universal LifeView metric