Transfer To From Policyholder Account Balance To From Separate Account

Name: Principal Financial Group Transfer To From Policyholder Account Balance To From Separate Account by Products & Services
Creator: OpenCapital
License: https://www.opencapital.sh/terms

Principal Financial Group·Products & Services·3 segments·Rolls up to Net transfers from (to) separate account

Breakdown

Segment	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Variable Annuity	34,680,000,000%	48,240,000,000%	53,320,000,000%	44,990,000,000%	42,930,000,000%	37,400,000,000%	40,070,000,000%	31,910,000,000%
Workplace Savings And Retirement Solutions	-4,080,000,000%	—	-15,470,000,000%	-3,610,000,000%	-13,310,000,000%	-19,570,000,000%	—	-27,830,000,000%
Universal Life	-5,100,000,000%	—	-3,990,000,000%	-7,680,000,000%	-8,560,000,000%	0%	-4,850,000,000%	150,000,000%
Total	—	—	—	—	—	—	—	—

Segments

Workplace Savings And Retirement SolutionsView metric

Variable AnnuityView metric

Universal LifeView metric