Policyholder Funds Without Guaranteed Minimum Crediting Rate

Name: Principal Financial Group Policyholder Funds Without 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
Variable Annuity	$561.10M	$1.04B	$1.65B	$1.98B	$2.52B	$3.03B	$4.06B	$4.32B
Workplace Savings And Retirement Solutions	$2.01B	$1.87B	$1.86B	$1.78B	$1.76B	$2.72B	$2.88B	$3.03B
Universal Life	$903.50M	$949.60M	$1.03B	$1.02B	$1.01B	$1.04B	$1.09B	$1.11B
Deferred Fixed Annuity	$205.30M	$189.70M	$176.10M	$170.10M	$162.00M	$155.70M	$144.60M	$136.70M
Total	$2.01B	$1.87B	$1.86B	$1.78B	$1.76B	$2.72B	$2.88B	$3.03B

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
Variable Annuity	$561.10M	$1.04B	$1.65B	$1.98B	$2.52B	$3.03B	$4.06B	$4.32B
Workplace Savings And Retirement Solutions	$2.01B	$1.87B	$1.86B	$1.78B	$1.76B	$2.72B	$2.88B	$3.03B
Universal Life	$903.50M	$949.60M	$1.03B	$1.02B	$1.01B	$1.04B	$1.09B	$1.11B
Deferred Fixed Annuity	$205.30M	$189.70M	$176.10M	$170.10M	$162.00M	$155.70M	$144.60M	$136.70M
Total	$2.01B	$1.87B	$1.86B	$1.78B	$1.76B	$2.72B	$2.88B	$3.03B