What does retirement — investment performance mean?

Measures the returns generated on assets managed within the retirement segment relative to benchmarks or client expectations. This is a critical driver of customer retention and the ability to attract new institutional and retail retirement business.

Prudential Financial PRU Retirement — Investment performance

Other segment segments

Individual Life

-$1.55B-27.0%

Similar metrics at other companies

CRBGGroup Retirement — Investment performance

-$960M+22.5%

LNCRetirement Plan Services — Change in market performance

-51,800,000,000%+4,730,593,607pp

APORetirement Services — Investment revenue

$5.18B+18.3%

APORetirement Services — Investments

$318.33B+14.4%

VOYARetirement Segment — Net investment income

$0—

EQHRetirement — Net investment income (loss)

$1.07B+16.7%

Other financials

Income statement

See full

Revenue$15.5B+15.3%

Net income$597.0M-15.6%

EPS (diluted)$1.68-14.3%

Balance sheet

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Cash & equivalents$15.9B-0.8%

Total debt$18.9B-3.4%

Total equity$32.0B+7.0%

Total assets$765.40B+3.5%

Cash flow

See full

Operating cash flow$1.0B+140%

Valuation

See full

Market cap$37.6B-0.1%

Enterprise value$40.54B+2.3%

P/E10.9×-11.4×

P/S0.6×0.0×

Profitability

See full

Net margin5.5%+1.6pp

Returns & leverage

See full

Return on equity11.2%+3.0pp

Debt / equity0.6×-0.1×

Where this comes from

Reported directly by Prudential Financial in its filing.

Tagged under the XBRL concept us-gaap:SeparateAccountLiabilityIncreaseDecreaseFromInvestedPerformance.

The official record: Prudential Financial’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Prudential Financial's retirement — investment performance?: Prudential Financial (PRU) reported retirement — investment performance of -$128M in Q1 2026.
What does retirement — investment performance mean?: Measures the returns generated on assets managed within the retirement segment relative to benchmarks or client expectations. This is a critical driver of customer retention and the ability to attract new institutional and retail retirement business.