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	$276.9M	$264.4M	$254.5M	$244M	$237.9M	$225.3M	$215.9M	$207.1M
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