Policyholder Funds With Guaranteed Minimum Crediting Rate

Name: Principal Financial Group Policyholder Funds With Guaranteed Minimum Crediting Rate 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	$11.28B	$11.76B	$12.13B	$12.61B	$12.92B	$12.36B	$12.93B	$13.37B
Universal Life	$5.99B	$5.96B	$5.93B	$5.89B	$5.84B	$5.82B	$5.78B	$5.74B
Deferred Fixed Annuity	$4.69B	$4.48B	$4.28B	$4.12B	$3.93B	$3.77B	$3.58B	$3.42B
Variable Annuity	$276.90M	$264.40M	$254.50M	$244.00M	$237.90M	$225.30M	$215.90M	$207.10M
Total	$11.28B	$11.76B	$12.13B	$12.61B	$12.92B	$12.36B	$12.93B	$13.37B

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	$11.28B	$11.76B	$12.13B	$12.61B	$12.92B	$12.36B	$12.93B	$13.37B
Universal Life	$5.99B	$5.96B	$5.93B	$5.89B	$5.84B	$5.82B	$5.78B	$5.74B
Deferred Fixed Annuity	$4.69B	$4.48B	$4.28B	$4.12B	$3.93B	$3.77B	$3.58B	$3.42B
Variable Annuity	$276.90M	$264.40M	$254.50M	$244.00M	$237.90M	$225.30M	$215.90M	$207.10M
Total	$11.28B	$11.76B	$12.13B	$12.61B	$12.92B	$12.36B	$12.93B	$13.37B