Policyholder Account Balance Surrender Withdrawal And Benefit Payment

Name: Principal Financial Group Policyholder Account Balance Surrender Withdrawal And Benefit Payment 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
Workplace Savings And Retirement Solutions	$903.90M	$1.02B	$872.50M	$1.08B	$992.60M	$864.30M	$1.27B	$900.60M
Variable Annuity	$473.40M	$618.40M	$638.90M	$524.60M	$487.50M	$445.50M	$469.80M	$394.60M
Deferred Fixed Annuity	$352.60M	$273.90M	$249.30M	$208.20M	$236.40M	$201.70M	$232.20M	$204.50M
Universal Life	$163.10M	$143.00M	$125.30M	$163.40M	$155.00M	$137.90M	$131.40M	$191.70M
Total	$903.90M	$1.02B	$872.50M	$1.08B	$992.60M	$864.30M	$1.27B	$900.60M

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
Workplace Savings And Retirement Solutions	$903.90M	$1.02B	$872.50M	$1.08B	$992.60M	$864.30M	$1.27B	$900.60M
Variable Annuity	$473.40M	$618.40M	$638.90M	$524.60M	$487.50M	$445.50M	$469.80M	$394.60M
Deferred Fixed Annuity	$352.60M	$273.90M	$249.30M	$208.20M	$236.40M	$201.70M	$232.20M	$204.50M
Universal Life	$163.10M	$143.00M	$125.30M	$163.40M	$155.00M	$137.90M	$131.40M	$191.70M
Total	$903.90M	$1.02B	$872.50M	$1.08B	$992.60M	$864.30M	$1.27B	$900.60M