PRINCIPAL FINANCIAL GROUP INC
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PFG FY 2025 request
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| Metric | FY 2025 | FY 2024 | YoY |
|---|---|---|---|
| Premiums Earned Net | 6,780.4 | 6,850.2 | -1.0% |
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| Accident And Health Insurance Segment | 2,631.7 | 2,555.6 | +3.0% |
| Life And Annuity Insurance Product Line | 4,148.7 | 4,294.6 | -3.4% |
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| Benefits and Protection | 3,800.8 | 3,689.8 | +3.0% |
| Benefits and Protection · Life Insurance | 500.3 | 491.6 | +1.8% |
| Benefits and Protection · Specialty Benefits | 3,330 | 3,223.9 | +3.3% |
| Corporate | -5.4 | -5.2 | -3.8% |
| Corporate · Operating Segments | -5.4 | -5.2 | -3.8% |
| Principal Asset Management | 5.9 | 28.7 | -79.4% |
| Principal Asset Management · International Pension | 5.9 | 28.7 | -79.4% |
| Retirement and Income Solutions | 2,979.1 | 3,136.9 | -5.0% |
| Retirement and Income Solutions · Operating Segments | 2,979.1 | 3,136.9 | -5.0% |
| Investment Advisory Asset Management And Insurance Fees And Commissions | 4,424.8 | 4,320.5 | +2.4% |
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| Benefits and Protection · Life Insurance | 457.9 | 435.9 | +5.0% |
| Benefits and Protection · Specialty Benefits | 32.7 | 33.3 | -1.8% |
| Corporate · Operating Segments | -73.9 | -89.6 | +17.5% |
| Principal Asset Management · International Pension | 373.3 | 377 | -1.0% |
| Principal Asset Management · Investment Management | 1,787.3 | 1,715.4 | +4.2% |
| Retirement and Income Solutions · Operating Segments | 1,797.1 | 1,790.4 | +0.4% |
| Net Investment Income | 4,730.5 | 4,449.2 | +6.3% |
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| Benefits and Protection | 633 | 594.5 | +6.5% |
| Benefits and Protection · Life Insurance | 436.8 | 413.5 | +5.6% |
| Benefits and Protection · Specialty Benefits | 208.1 | 191.6 | +8.6% |
| Corporate | 210 | 224.8 | -6.6% |
| Corporate · Operating Segments | 180.5 | 171.6 | +5.2% |
| Principal Asset Management | 586.7 | 568.3 | +3.2% |
| Principal Asset Management · International Pension | 564 | 580.4 | -2.8% |
| Principal Asset Management · Investment Management | 100.2 | 105.3 | -4.8% |
| Retirement and Income Solutions | 3,300.8 | 3,061.6 | +7.8% |
| Retirement and Income Solutions · Operating Segments | 3,405.7 | 3,048.8 | +11.7% |
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| Interest Rate Contract · Cash Flow Hedging | 2.4 | 3.4 | -29.4% |
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| Parent Company · Reportable Legal Entities | 3.2 | 7.9 | -59.5% |
| Gain Loss On Investments | 27.7 | -27.3 | +201.5% |
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| Foreign Exchange Contract · Cash Flow Hedging | 1.4 | -0.2 | +800.0% |
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| Parent Company · Reportable Legal Entities | 0.3 | — | — |
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| Material Reconciling Items | 27.7 | -27.3 | +201.5% |
| Gain Loss On Funds Withheld Assets | 43.2 | 87.7 | -50.7% |
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| Material Reconciling Items | 43.2 | 87.7 | -50.7% |
| Change In Fair Value Of Funds Withheld Embedded Derivative | -381.1 | 447.4 | -185.2% |
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| Material Reconciling Items | -381.1 | 447.4 | -185.2% |
| Revenue | 15,625.5 | 16,127.7 | -3.1% |
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| Benefits and Protection · Operating Segments | 4,965.1 | 4,789 | +3.7% |
| Corporate · Intersegment Elimination | -686.9 | -649.6 | -5.7% |
| Corporate · Operating Segments | 101.2 | 76.8 | +31.8% |
| Principal Asset Management · Operating Segments | 2,810.9 | 2,790.4 | +0.7% |
| Retirement and Income Solutions · Operating Segments | 8,181.9 | 7,976.1 | +2.6% |
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| Parent Company · Reportable Legal Entities | 3.5 | 7.9 | -55.7% |
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| Intersegment Elimination | -686.9 | -649.6 | -5.7% |
| Operating Segments | 16,059.1 | 15,632.3 | +2.7% |
Show Equity Method Investment Nonconsolidated Investee breakouts |
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| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | 36,794.2 | 22,609.3 | +62.7% |
| Policyholder Benefits And Claims Incurred Net | 8,564.5 | 8,072.6 | +6.1% |
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| Benefits and Protection | 2,929.2 | 2,460.4 | +19.1% |
| Benefits and Protection · Operating Segments | 2,807.9 | 2,638.4 | +6.4% |
| Corporate | 20.9 | 5.7 | +266.7% |
| Corporate · Operating Segments | 20.9 | 5.7 | +266.7% |
| Principal Asset Management | 322.8 | 423 | -23.7% |
| Principal Asset Management · Operating Segments | 297.7 | 362.2 | -17.8% |
| Retirement and Income Solutions | 5,291.6 | 5,183.5 | +2.1% |
| Retirement and Income Solutions · Operating Segments | 5,251.9 | 5,147.7 | +2.0% |
| Liability For Future Policy Benefit Remeasurement Gain Loss | 56.4 | 671.4 | -91.6% |
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| Benefits and Protection | 74.4 | 684.9 | -89.1% |
| Benefits and Protection · Operating Segments | -67.8 | -154.5 | +56.1% |
| Principal Asset Management | -0.4 | 1 | -140.0% |
| Principal Asset Management · Operating Segments | 0.4 | -1 | +140.0% |
| Retirement and Income Solutions | -17.6 | -14.5 | -21.4% |
| Retirement and Income Solutions · Operating Segments | 17.9 | 4.9 | +265.3% |
| Market Risk Benefit Change In Fair Value Gain Loss | 63.1 | 30.3 | +108.3% |
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| Retirement and Income Solutions | 63.1 | 50.6 | +24.7% |
| Retirement and Income Solutions · Operating Segments | -3.8 | -32.2 | +88.2% |
| Policyholder Dividends | 91.7 | 99.9 | -8.2% |
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| Benefits and Protection · Operating Segments | 91.5 | 99.7 | -8.2% |
| Retirement and Income Solutions · Operating Segments | 0.2 | 0.2 | 0.0% |
| Operating Expenses Including Deferred Acquisition Costs Capitalization And Amortization | 5,433.8 | 5,363.9 | +1.3% |
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| Benefits and Protection · Operating Segments | 1,474.7 | 1,433.2 | +2.9% |
| Corporate · Operating Segments | 469.1 | 442.3 | +6.1% |
| Principal Asset Management · Operating Segments | 1,566.9 | 1,551.6 | +1.0% |
| Retirement and Income Solutions · Operating Segments | 1,757.7 | 1,745.2 | +0.7% |
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| Parent Company · Reportable Legal Entities | 227.7 | 207.5 | +9.7% |
| Benefits Losses And Expenses | 14,209.5 | 14,238.1 | -0.2% |
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| Parent Company · Reportable Legal Entities | 227.7 | 207.5 | +9.7% |
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| Material Reconciling Items | 14,209.5 | 14,238.1 | -0.2% |
| Income Loss From Continuing Operations Before Income Taxes | 1,416 | 1,889.6 | -25.1% |
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| Benefits and Protection · Operating Segments | 523.2 | 463.2 | +13.0% |
| Corporate · Operating Segments | -381.2 | -375.6 | -1.5% |
| Principal Asset Management · Operating Segments | 930.2 | 861.2 | +8.0% |
| Retirement and Income Solutions · Operating Segments | 1,185.6 | 1,056.2 | +12.3% |
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| Parent Company · Reportable Legal Entities | -224.2 | -199.6 | -12.3% |
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| Operating Segments | 2,257.8 | 2,005 | +12.6% |
| Income Tax Expense (Benefit) | 160.5 | 291.7 | -45.0% |
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| Benefits and Protection · Operating Segments | 101.2 | 89 | +13.7% |
| Corporate · Operating Segments | -102.6 | -84.6 | -21.3% |
| Principal Asset Management · Operating Segments | 253.7 | 230.8 | +9.9% |
| Retirement and Income Solutions · Operating Segments | 140 | 129.3 | +8.3% |
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| Parent Company · Reportable Legal Entities | -46.3 | -31.8 | -45.6% |
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| Operating Segments | 392.3 | 364.5 | +7.6% |
| Net Income | 1,255.5 | 1,597.9 | -21.4% |
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| Parent Company · Reportable Legal Entities | 1,185.1 | 1,571 | -24.6% |
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| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | 14,473.1 | 9,765.6 | +48.2% |
| Net Income Loss Attributable To Noncontrolling Interest | 70.4 | 26.9 | +161.7% |
| Net Income | 1,185.1 | 1,571 | -24.6% |
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| Parent Company · Reportable Legal Entities | 1,185.1 | 1,571 | -24.6% |
| EPS (Basic) | 5.32 | 6.77 | -21.4% |
| EPS (Diluted) | 5.25 | 6.68 | -21.4% |
| Revenue (FY) | — | — | — |
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| Administrative Service · Benefits and Protection | 44.5 | 39.3 | +13.2% |
| Administrative Service · Benefits and Protection | 15.4 | 15.4 | 0.0% |
| Administrative Service · Retirement and Income Solutions | 587.5 | 651.1 | -9.8% |
| Commission income · Benefits and Protection | 48.5 | 55.1 | -12.0% |
| Commission income · Corporate | 539.6 | 482 | +12.0% |
| Commission income · Retirement and Income Solutions | 5.9 | 3.6 | +63.9% |
| Deposit Account · Retirement and Income Solutions | 13.3 | 12.4 | +7.3% |
| Financial Service Other · Corporate | 99.3 | 89.1 | +11.4% |
| Financial Service Other · Principal Asset Management | 14.1 | 15 | -6.0% |
| Financial Service Other · Principal Asset Management | 165.6 | 160.7 | +3.0% |
| Management Service · Principal Asset Management | 349.6 | 356.6 | -2.0% |
| Management Service · Principal Asset Management | 1,592.2 | 1,533.8 | +3.8% |
| Revenue by type - Eliminations · Corporate | -393.1 | -344.8 | -14.0% |
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| Benefits and Protection · Benefits And Protection Eliminations | -0.1 | -0.1 | 0.0% |
| Benefits and Protection · Life Insurance | 93 | 94.4 | -1.5% |
| Benefits and Protection · Operating Segments | 108.3 | 109.7 | -1.3% |
| Benefits and Protection · Specialty Benefits | 15.4 | 15.4 | 0.0% |
| Corporate · Operating Segments | 245.8 | 226.3 | +8.6% |
| Principal Asset Management · International Pension | 363.7 | 371.6 | -2.1% |
| Principal Asset Management · Investment Management | 1,757.8 | 1,694.5 | +3.7% |
| Principal Asset Management · Operating Segments | 2,101.7 | 2,050.3 | +2.5% |
| Principal Asset Management · Principal Asset Management Eliminations | -19.8 | -15.8 | -25.3% |
| Retirement and Income Solutions · Operating Segments | 606.7 | 667.1 | -9.1% |
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| Operating Segments | 3,062.5 | 3,053.4 | +0.3% |
| Comprehensive Income | 2,221.5 | 1,691.5 | +31.3% |
| Other Comprehensive Income (FY) | — | — | — |
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| Accumulated Defined Benefit Plans Adjustment | 41.1 | 30.7 | +33.9% |
| Accumulated Gain Loss Net Cash Flow Hedge Parent | -83.7 | 53.9 | -255.3% |
| Accumulated Net Unrealized Investment Gain Loss | 1,463.8 | -678.1 | +315.9% |
| Accumulated Other Comprehensive Income | 1,036.4 | 120.5 | +760.1% |
| Accumulated Translation Adjustment | 239.3 | -287.9 | +183.1% |
| Aoci Liability For Future Policy Benefit Parent | -625.7 | 1,010 | -162.0% |
| Aoci Market Risk Benefit Instrument Specific Credit Risk Parent | 1.6 | -8.1 | +119.8% |
| Wtd Avg Shares (Basic) | 222.8 | 232 | -4.0% |
| Wtd Avg Shares (Diluted) | 225.7 | 235.3 | -4.1% |
| Net Income Loss Available To Common Stockholders Basic | 1,185.1 | 1,571 | -24.6% |
| Interest Income Operating (FY) | — | — | — |
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| Other loans of consolidated VIEs | 19.7 | 31 | -36.5% |
| Liability For Unpaid Claims And Claims Adjustment Expense Incurred Claims1 | 1,677.2 | 1,638.2 | +2.4% |
| Income Loss From Equity Method Investments (FY) | — | — | — |
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| Parent Company · Reportable Legal Entities | 1,363 | 1,738.8 | -21.6% |
Balance Sheet
| Metric | FY 2025 | FY 2024 | YoY |
|---|---|---|---|
| Current Assets | |||
| Cash & Cash Equivalents | 4,431 | 4,211.9 | +5.2% |
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| Parent Company · Reportable Legal Entities | 110.4 | 31.8 | +247.2% |
| Variable Interest Entity Primary Beneficiary | 89.1 | 86.1 | +3.5% |
| Non-Current Assets | |||
| Equity Securities Fv Ni Current And Noncurrent | 2,237.3 | 2,295 | -2.5% |
Show Fair Value Hierarchy breakouts |
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| Fair Value Inputs Level1 · Fair Value Measurements Recurring | 778.6 | 990.2 | -21.4% |
| Fair Value Inputs Level2 · Fair Value Measurements Recurring | 1,458.7 | 1,304.8 | +11.8% |
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| Variable Interest Entity Primary Beneficiary | 428.6 | 367.9 | +16.5% |
Show Fair Value By Measurement Frequency breakouts |
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| Fair Value Measurements Recurring | 2,237.3 | 2,295 | -2.5% |
| Goodwill | 1,600.5 | 1,549.7 | +3.3% |
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| Benefits and Protection | 29.5 | 29.5 | 0.0% |
| Principal Asset Management | 883.8 | 833 | +6.1% |
| Retirement and Income Solutions | 687.2 | 687.2 | 0.0% |
| Total Assets | 341,376.5 | 313,663.6 | +8.8% |
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| Benefits and Protection | 48,165.5 | 46,006.7 | +4.7% |
| Corporate | 2,802.4 | 1,660.5 | +68.8% |
| Principal Asset Management | 52,267.1 | 43,029.4 | +21.5% |
| Retirement and Income Solutions | 238,141.5 | 222,967 | +6.8% |
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| Available-for-sale · Variable Interest Entity Not Primary Beneficiary | 6,422.3 | 6,560.4 | -2.1% |
| Available-for-sale · Variable Interest Entity Not Primary Beneficiary | 5,371.6 | 5,188 | +3.5% |
| Available-for-sale · Variable Interest Entity Not Primary Beneficiary | 289.4 | 308.2 | -6.1% |
| Available-for-sale · Variable Interest Entity Not Primary Beneficiary | 10,681.3 | 8,904 | +20.0% |
| Available-for-sale · Variable Interest Entity Not Primary Beneficiary | 3,805.1 | 3,674.2 | +3.6% |
| Fixed maturities, trading · Variable Interest Entity Not Primary Beneficiary | 211 | 135.3 | +55.9% |
| Fixed maturities, trading · Variable Interest Entity Not Primary Beneficiary | 70.7 | 44.2 | +60.0% |
| Fixed maturities, trading · Variable Interest Entity Not Primary Beneficiary | 338.8 | 210 | +61.3% |
| Fixed maturities, trading · Variable Interest Entity Not Primary Beneficiary | 8.4 | 9 | -6.7% |
Show Consolidated Entities breakouts |
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| Asset-backed limited partnership | 256.3 | 250 | +2.5% |
| Mandatory retirement savings funds | 41,865.2 | 33,130.4 | +26.4% |
| Parent Company · Reportable Legal Entities | 16,127.3 | 15,368.5 | +4.9% |
| Real estate VIE | 883.4 | 814.3 | +8.5% |
| Residential mortgage loans VIE | 728.9 | 806.5 | -9.6% |
| Sponsored investment funds | 851.4 | 833.7 | +2.1% |
| Variable Interest Entity Not Primary Beneficiary · Equity Securities | 109.5 | 85.1 | +28.7% |
| Variable Interest Entity Not Primary Beneficiary · Other investments: Other limited partnership and fund interests | 3,498.4 | 2,766.4 | +26.5% |
| Variable Interest Entity Primary Beneficiary | 44,585.2 | 35,834.9 | +24.4% |
Show Equity Method Investment Nonconsolidated Investee breakouts |
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| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | 245,972.1 | 222,907.6 | +10.3% |
| Operating Lease Right-of-Use Assets | 125.8 | 151.4 | -16.9% |
| Intangible Assets | 502.7 | 634.8 | -20.8% |
| Deferred Tax Assets | 219.7 | 207.1 | +6.1% |
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| Parent Company · Reportable Legal Entities | 276.6 | 283 | -2.3% |
Show Income Tax Authority breakouts |
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| Foreign Country | 176.7 | 145.2 | +21.7% |
| State And Local Jurisdiction | 43 | 61.9 | -30.5% |
| Other Assets | |||
| Debt Securities Available For Sale Excluding Accrued Interest | 73,360.7 | 68,251 | +7.5% |
Show Fair Value Hierarchy breakouts |
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| Fair Value Inputs Level1 · Corporate Debt Securities | 27.8 | 29.1 | -4.5% |
| Fair Value Inputs Level1 · Fair Value Measurements Recurring | 1,543 | 1,261 | +22.4% |
| Fair Value Inputs Level1 · US Treasury And Government | 1,515.2 | 1,231.9 | +23.0% |
| Fair Value Inputs Level2 · Collateralized Debt Obligations | 6,422.3 | 6,560.4 | -2.1% |
| Fair Value Inputs Level2 · Commercial Mortgage Backed Securities | 5,369.2 | 5,185.3 | +3.5% |
| Fair Value Inputs Level2 · Corporate Debt Securities | 35,042 | 33,323.1 | +5.2% |
| Fair Value Inputs Level2 · Fair Value Measurements Recurring | 67,513.5 | 63,091.8 | +7.0% |
| Fair Value Inputs Level2 · Foreign Government Debt Securities | 517.7 | 495.7 | +4.4% |
| Fair Value Inputs Level2 · Other Debt Securities | 8,934.5 | 7,437.4 | +20.1% |
| Fair Value Inputs Level2 · Residential Mortgage Backed Securities | 3,805.1 | 3,674.2 | +3.6% |
| Fair Value Inputs Level2 · US States And Political Subdivisions | 7,070.3 | 6,009.7 | +17.6% |
| Fair Value Inputs Level2 · US Treasury And Government | 352.4 | 406 | -13.2% |
| Fair Value Inputs Level3 · Commercial Mortgage Backed Securities | 2.4 | 2.7 | -11.1% |
| Fair Value Inputs Level3 · Corporate Debt Securities | 2,477.7 | 2,350.4 | +5.4% |
| Fair Value Inputs Level3 · Fair Value Measurements Recurring | 4,304.2 | 3,898.2 | +10.4% |
| Fair Value Inputs Level3 · Other Debt Securities | 1,755.7 | 1,478.3 | +18.8% |
| Fair Value Inputs Level3 · US States And Political Subdivisions | 68.4 | 66.8 | +2.4% |
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| Collateralized Debt Obligations | 6,422.3 | 6,560.4 | -2.1% |
| Collateralized Debt Obligations · Fair Value Measurements Recurring | 6,422.3 | 6,560.4 | -2.1% |
| Commercial Mortgage Backed Securities | 5,371.6 | 5,188 | +3.5% |
| Commercial Mortgage Backed Securities · Fair Value Measurements Recurring | 5,371.6 | 5,188 | +3.5% |
| Corporate Debt Securities | 37,547.5 | 35,702.6 | +5.2% |
| Corporate Debt Securities · Fair Value Measurements Recurring | 37,547.5 | 35,702.6 | +5.2% |
| Foreign Government Debt Securities | 517.7 | 495.7 | +4.4% |
| Foreign Government Debt Securities · Fair Value Measurements Recurring | 517.7 | 495.7 | +4.4% |
| Other Debt Securities | 10,690.2 | 8,915.7 | +19.9% |
| Other Debt Securities · Fair Value Measurements Recurring | 10,690.2 | 8,915.7 | +19.9% |
| Residential Mortgage Backed Securities | 3,805.1 | 3,674.2 | +3.6% |
| Residential Mortgage Backed Securities · Fair Value Measurements Recurring | 3,805.1 | 3,674.2 | +3.6% |
| US States And Political Subdivisions | 7,138.7 | 6,076.5 | +17.5% |
| US States And Political Subdivisions · Fair Value Measurements Recurring | 7,138.7 | 6,076.5 | +17.5% |
| US Treasury And Government | 1,867.6 | 1,637.9 | +14.0% |
| US Treasury And Government · Fair Value Measurements Recurring | 1,867.6 | 1,637.9 | +14.0% |
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| Parent Company · Reportable Legal Entities | 13.4 | 14.5 | -7.6% |
Show Fair Value By Measurement Frequency breakouts |
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| Fair Value Measurements Recurring | 73,360.7 | 68,251 | +7.5% |
| Trading Securities Debt | 1,243.8 | 1,023.3 | +21.5% |
Show Fair Value Hierarchy breakouts |
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| Fair Value Inputs Level1 · Fair Value Measurements Recurring | 0.1 | — | — |
| Fair Value Inputs Level2 · Fair Value Measurements Recurring | 786.3 | 460.7 | +70.7% |
| Fair Value Inputs Level3 · Fair Value Measurements Recurring | 457.4 | 562.6 | -18.7% |
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| Variable Interest Entity Primary Beneficiary | 185 | 205.9 | -10.2% |
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| Fair Value Measurements Recurring | 1,243.8 | 1,023.3 | +21.5% |
| Mortgage Loans On Real Estate Commercial And Consumer Net | 21,008.3 | 20,484.2 | +2.6% |
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| Fair Value Inputs Level3 · Estimate Of Fair Value Fair Value Disclosure | 19,800.9 | 18,466.5 | +7.2% |
Show Consolidated Entities breakouts |
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| Variable Interest Entity Primary Beneficiary | 726.5 | 944.5 | -23.1% |
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| Carrying Reported Amount Fair Value Disclosure | 21,008.3 | 20,343.6 | +3.3% |
| Estimate Of Fair Value Fair Value Disclosure | 19,800.9 | 18,466.5 | +7.2% |
Show Pledged Status breakouts |
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| Asset Pledged As Collateral · Federal Home Loan Bank Advances | 6,587.5 | 6,748.8 | -2.4% |
| Real Estate Investments | 2,409.7 | 2,464.5 | -2.2% |
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| Variable Interest Entity Primary Beneficiary | 819.4 | 781.8 | +4.8% |
| Loans Insurance Policy | 866.7 | 867.5 | -0.1% |
Show Fair Value Hierarchy breakouts |
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| Fair Value Inputs Level3 · Estimate Of Fair Value Fair Value Disclosure | 906 | 879.3 | +3.0% |
Show Fair Value By Measurement Basis breakouts |
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| Carrying Reported Amount Fair Value Disclosure | 866.7 | 867.5 | -0.1% |
| Estimate Of Fair Value Fair Value Disclosure | 906 | 879.3 | +3.0% |
| Other Investments | 9,775 | 7,990.3 | +22.3% |
Show Consolidated Entities breakouts |
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| Parent Company · Reportable Legal Entities | 12.6 | 12.1 | +4.1% |
| Variable Interest Entity Primary Beneficiary | 838.4 | 625.6 | +34.0% |
| Investments | 110,901.5 | 103,375.8 | +7.3% |
| Accrued Investment Income Receivable | 870.9 | 828.6 | +5.1% |
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| Variable Interest Entity Primary Beneficiary | 43.8 | 19.1 | +129.3% |
| Reinsurance Recoverable And Deposit Receivable | 19,000.1 | 19,490.1 | -2.5% |
| Premiums And Other Receivables Net | 3,894.5 | 3,771.5 | +3.3% |
| Deferred Policy Acquisition Costs | 4,071.6 | 4,006.9 | +1.6% |
Show Product Lines breakouts |
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| Deferred Fixed Annuity · Retirement and Income Solutions | 66.9 | 84.2 | -20.5% |
| Investment only · Retirement and Income Solutions | 10.6 | 13 | -18.5% |
| Other Longduration Insurance Product Line | 1.3 | 5.9 | -78.0% |
| Other Shortduration Insurance Product Line | 30.2 | 30.6 | -1.3% |
| Pension risk transfer · Retirement and Income Solutions | 24.8 | 21.1 | +17.5% |
| Variable Annuity · Retirement and Income Solutions | 385.3 | 323.4 | +19.1% |
| Workplace savings and retirement solutions · Retirement and Income Solutions | 528.9 | 515.5 | +2.6% |
Show Business Segments breakouts |
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| Benefits and Protection | 3,053.8 | 3,043.8 | +0.3% |
| Principal Asset Management | 1.3 | 5.9 | -78.0% |
| Retirement and Income Solutions | 1,016.5 | 957.2 | +6.2% |
| Market Risk Benefit Asset Amount | 197.1 | 199.5 | -1.2% |
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| Variable Annuity · Retirement and Income Solutions | 197.1 | 199.5 | -1.2% |
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| Retirement and Income Solutions | 197.1 | 199.5 | -1.2% |
| Property Plant And Equipment And Finance Lease Right Of Use Asset After Accumulated Depreciation And Amortization | 701.4 | 769.4 | -8.8% |
| Intangible Assets Net Excluding Goodwill | 1,267 | 1,389.9 | -8.8% |
| Separate Account Assets | 193,622.6 | 173,327.1 | +11.7% |
Show Fair Value Hierarchy breakouts |
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| Fair Value Inputs Level1 · Fair Value Measurements Recurring | 121,376.6 | 112,920.3 | +7.5% |
| Fair Value Inputs Level2 · Fair Value Measurements Recurring | 63,889.7 | 52,106.5 | +22.6% |
| Fair Value Inputs Level3 · Fair Value Measurements Recurring | 742.5 | 726.7 | +2.2% |
| Fair Value Measured At Net Asset Value Per Share · Fair Value Measurements Recurring | 7,613.8 | 7,573.6 | +0.5% |
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| Variable Interest Entity Primary Beneficiary | 41,450.5 | 32,802.2 | +26.4% |
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| Fair Value Measurements Recurring | 193,622.6 | 173,327.1 | +11.7% |
| Other Assets | 818.3 | 743.2 | +10.1% |
| Non-Current Liabilities | |||
| Long-Term Debt | 3,926.3 | 3,955.3 | -0.7% |
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| Fair Value Inputs Level2 · Estimate Of Fair Value Fair Value Disclosure | 3,830.9 | 3,713.2 | +3.2% |
| Fair Value Inputs Level3 · Estimate Of Fair Value Fair Value Disclosure | 2.6 | 2.5 | +4.0% |
Show Debt Instrument breakouts |
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| 2.125% notes payable, due 2030 | 597.8 | 597.2 | +0.1% |
| 3.1% notes payable, due 2026 | 349.6 | 349.3 | +0.1% |
| 3.7% notes payable, due 2029 | 497.5 | 496.9 | +0.1% |
| 4.111% notes payable, due 2028 | 390.2 | — | — |
| 4.3% notes payable, due 2046 | 297.2 | 297.1 | 0.0% |
| 4.35% notes payable, due 2043 | 297.4 | 297.2 | +0.1% |
| 4.625% notes payable, due 2042 | 297.4 | 297.3 | 0.0% |
| 5.375% notes payable, due 2033 | 396.9 | 396.5 | +0.1% |
| 5.5% notes payable, due 2053 | 295.8 | 295.7 | 0.0% |
| 6.05% notes payable, due 2036 | 503.7 | 503.6 | 0.0% |
| Mortgages and notes payable · Nonrecourse | 2.8 | 2.9 | -3.4% |
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| Parent Company · Reportable Legal Entities | 3,923.4 | 3,930.6 | -0.2% |
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| Carrying Reported Amount Fair Value Disclosure | 3,926.3 | 3,933.5 | -0.2% |
| Estimate Of Fair Value Fair Value Disclosure | 3,833.5 | 3,715.7 | +3.2% |
| Deferred Tax Liabilities | 1,856.4 | 1,706 | +8.8% |
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| Foreign Country | 309.2 | 289.9 | +6.7% |
| US | 1,547.2 | 1,416.1 | +9.3% |
| Total Liabilities | 328,985.2 | 302,194.6 | +8.9% |
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| Mandatory retirement savings funds | 41,450.5 | 32,802.2 | +26.4% |
| Parent Company · Reportable Legal Entities | 4,243.4 | 4,282.1 | -0.9% |
| Real estate VIE | 34.2 | 69.4 | -50.7% |
| Residential mortgage loans VIE | 18.8 | 19.9 | -5.5% |
| Sponsored investment funds | 16.3 | 160.3 | -89.8% |
| Variable Interest Entity Primary Beneficiary | 41,519.8 | 33,051.8 | +25.6% |
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| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | 107,265.9 | 87,104.7 | +23.1% |
| Other Liabilities | |||
| Contractholder Funds | 45,380.3 | 43,099.6 | +5.3% |
| Liability For Future Policy Benefits And Unpaid Claims And Claims Adjustment Expense | 51,749.7 | 48,179.4 | +7.4% |
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| Benefits and Protection | 14,915.2 | 14,046.4 | +6.2% |
| Corporate | 186.4 | 185.7 | +0.4% |
| Principal Asset Management | 4,603.7 | 4,129 | +11.5% |
| Retirement and Income Solutions | 32,044.4 | 29,818.3 | +7.5% |
| Market Risk Benefit Liability Amount | 66.9 | 62.1 | +7.7% |
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| Variable Annuity · Retirement and Income Solutions | 66.9 | 62.1 | +7.7% |
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| Retirement and Income Solutions | 66.9 | 62.1 | +7.7% |
| Other Policyholder Funds | 940.8 | 966.4 | -2.6% |
| Short Term Borrowings | 27.7 | 152.7 | -81.9% |
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| Fair Value Inputs Level2 · Estimate Of Fair Value Fair Value Disclosure | 27.7 | 152.7 | -81.9% |
Show Parent and Subsidiaries - Shelf Registration Debt Guarantor [Axis] breakouts |
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| Principal Compania de Seguros de Vida Chile S.A. · Unsecured lines of credit | 24.8 | 31.1 | -20.3% |
| Principal International de Chile S.A. · Unsecured lines of credit | 2.9 | 2.6 | +11.5% |
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| Variable Interest Entity Primary Beneficiary | 0 | 119 | -100.0% |
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| Carrying Reported Amount Fair Value Disclosure | 27.7 | 152.7 | -81.9% |
| Estimate Of Fair Value Fair Value Disclosure | 27.7 | 152.7 | -81.9% |
| Accrued Income Taxes | 29.5 | 8.6 | +243.0% |
| Separate Accounts Liability | 193,622.6 | 173,327.1 | +11.7% |
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| Group retirement contracts · Retirement and Income Solutions | 136,674.3 | 125,103.1 | +9.2% |
| Other Longduration Insurance Product Line | 325 | 280.2 | +16.0% |
| Pension · Principal Asset Management | 41,450.5 | 32,802.2 | +26.4% |
| Universal Life · Benefits and Protection | 7,807.9 | 6,806.7 | +14.7% |
| Variable Annuity · Retirement and Income Solutions | 7,364.9 | 8,334.9 | -11.6% |
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| Retirement and Income Solutions | 144,039.2 | 133,438 | +7.9% |
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| Variable Interest Entity Primary Beneficiary | 41,450.5 | 32,802.2 | +26.4% |
| Funds Held Under Reinsurance Agreements Liability | 17,783.4 | 18,103.7 | -1.8% |
| Other Liabilities | 13,601.6 | 12,633.7 | +7.7% |
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| Variable Interest Entity Primary Beneficiary | 69.4 | 108.8 | -36.2% |
| Stockholders' Equity | |||
| Common Stock | 5 | 4.9 | +2.0% |
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| Parent Company · Reportable Legal Entities | 5 | 4.9 | +2.0% |
| Additional Paid-In Capital | 11,275.4 | 11,100.9 | +1.6% |
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| Parent Company · Reportable Legal Entities | 11,275.4 | 11,100.9 | +1.6% |
| Retained Earnings | 18,071.3 | 17,583.5 | +2.8% |
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| Parent Company · Reportable Legal Entities | 18,071.3 | 17,583.5 | +2.8% |
| Accumulated Other Comprehensive Income | -4,188.4 | -5,224.8 | +19.8% |
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| Parent Company · Reportable Legal Entities | -4,188.4 | -5,224.8 | +19.8% |
| Treasury Stock Common Value | -13,279.4 | -12,378.1 | -7.3% |
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| Parent Company · Reportable Legal Entities | -13,279.4 | -12,378.1 | -7.3% |
| Total Stockholders' Equity | 11,883.9 | 11,086.4 | +7.2% |
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| Accumulated Defined Benefit Plans Adjustment | -179.9 | -221 | +18.6% |
| Accumulated Gain Loss Net Cash Flow Hedge Parent | -31.9 | 51.8 | -161.6% |
| Accumulated Net Unrealized Investment Gain Loss | -3,229.1 | -4,692.9 | +31.2% |
| Accumulated Other Comprehensive Income | -4,188.4 | -5,224.8 | +19.8% |
| Accumulated Translation Adjustment | -1,546.6 | -1,785.9 | +13.4% |
| Aoci Liability For Future Policy Benefit Parent | 812.5 | 1,438.2 | -43.5% |
| Aoci Market Risk Benefit Instrument Specific Credit Risk Parent | -13.4 | -15 | +10.7% |
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| Parent Company · Reportable Legal Entities | 11,883.9 | 11,086.4 | +7.2% |
| Minority Interest | 33.1 | 44.9 | -26.3% |
| Stockholders Equity Including Portion Attributable To Noncontrolling Interest | 11,917 | 11,131.3 | +7.1% |
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| Accumulated Other Comprehensive Income | -4,188.4 | -5,224.8 | +19.8% |
| Additional Paid In Capital | 11,275.4 | 11,100.9 | +1.6% |
| Common Stock | 5 | 4.9 | +2.0% |
| Noncontrolling Interest | 33.1 | 44.9 | -26.3% |
| Retained Earnings | 18,071.3 | 17,583.5 | +2.8% |
| Treasury Stock Common | -13,279.4 | -12,378.1 | -7.3% |
Show Equity Method Investment Nonconsolidated Investee breakouts |
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| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | 138,706.2 | 135,802.9 | +2.1% |
| Total Liabilities & Equity | 341,376.5 | 313,663.6 | +8.8% |
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| Parent Company · Reportable Legal Entities | 16,127.3 | 15,368.5 | +4.9% |
| Redeemable Noncontrolling Interest Equity Carrying Amount | 474.3 | 337.7 | +40.5% |
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| Sponsored investment funds | 440.9 | 309.9 | +42.3% |
| Variable Interest Entity Primary Beneficiary | 440.9 | 309.9 | +42.3% |
Cash Flow Statement
| Metric | FY 2025 | FY 2024 | YoY |
|---|---|---|---|
| Operating Activities | |||
| Depreciation Amortization And Accretion Net | 251.4 | 256.2 | -1.9% |
| Deferred Policy Acquisition Cost And Capitalized Contract Cost Amortization Expense | 480.5 | 431 | +11.5% |
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| Benefits and Protection · Operating Segments | 256.8 | 253 | +1.5% |
| Principal Asset Management · Operating Segments | 32.4 | 32.6 | -0.6% |
| Retirement and Income Solutions · Operating Segments | 86.5 | 80.4 | +7.6% |
| Deferred Policy Acquisition Cost And Capitalized Contract Cost Additions | -512.8 | -490.6 | -4.5% |
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| Benefits and Protection · Operating Segments | -308.9 | -316.2 | +2.3% |
| Principal Asset Management · Operating Segments | -37.2 | -31.2 | -19.2% |
| Retirement and Income Solutions · Operating Segments | -166.7 | -143.2 | -16.4% |
| Amortization Of Reinsurance Gain Loss | 96.9 | 631.6 | -84.7% |
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| Material Reconciling Items | 84.1 | 589.6 | -85.7% |
| Stock-Based Compensation | 109.9 | 108.7 | +1.1% |
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| Parent Company · Reportable Legal Entities | 1.6 | 1.6 | 0.0% |
| Income Loss From Equity Method Investments Net Of Dividends Or Distributions | -127.7 | 10.9 | -1271.6% |
| Increase Decrease In Accrued Investment Income Receivable | -43.3 | -42.4 | -2.1% |
| Proceeds From Payments For Trading Securities And Equity Securities With Operating Intent | 79.3 | -97.5 | +181.3% |
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| Parent Company · Reportable Legal Entities | 388.7 | — | — |
| Increase Decrease In Receivables | -181 | 53.1 | -440.9% |
| Increase Decrease In Insurance Liabilities | 2,530 | 2,704.8 | -6.5% |
| Increase Decrease In Income Taxes | -96.4 | 106.1 | -190.9% |
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| Parent Company · Reportable Legal Entities | 13.5 | -33.5 | +140.3% |
| Payments To Acquire Held For Sale Real Estate | -4.2 | -82.4 | +94.9% |
| Increase Decrease In Funds Withheld Net Of Reinsurance Recoverable And Deposit Receivable | 59.4 | -33.4 | +277.8% |
| Increase Decrease In Other Operating Capital Net | 254.1 | 1.7 | +14847.1% |
| Other Operating Activities Cash Flow Statement | 11.8 | -207.2 | +105.7% |
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| Parent Company · Reportable Legal Entities | 1.8 | 47.1 | -96.2% |
| Adjustments To Reconcile Net Income Loss To Cash Provided By Used In Operating Activities | 3,281.2 | 3,005 | +9.2% |
| Net Cash from Operations | 4,536.7 | 4,602.9 | -1.4% |
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| Parent Company · Reportable Legal Entities | 227.4 | -152.6 | +249.0% |
| Deferred Income Taxes | -101.5 | 7.3 | -1490.4% |
| Investing Activities | |||
| Payments To Acquire Marketable Securities | -15,663.4 | -14,969.4 | -4.6% |
| Proceeds From Sale Of Debt Securities Available For Sale And Equity Securities Fv Ni | 4,627.8 | 3,542.7 | +30.6% |
| Proceeds From Maturities Repayments And Calls Of Debt Securities Available For Sale And Equity Securities Fv Ni | 8,188.6 | 7,412.1 | +10.5% |
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| Parent Company · Reportable Legal Entities | 1.6 | 1.4 | +14.3% |
| Payments To Acquire Mortgage Notes Receivable | -3,863.5 | -2,449.4 | -57.7% |
| Proceeds From Sale And Collection Of Mortgage Notes Receivable | 3,284.8 | 1,895.6 | +73.3% |
| Payments To Acquire Real Estate Held For Investment | -135.5 | -167.8 | +19.2% |
| Proceeds From Sale Of Real Estate Heldforinvestment | 201 | 125.8 | +59.8% |
| Payments To Acquire Property Plant And Equipment Net | -98 | -68.8 | -42.4% |
| Payments For Proceeds From Businesses And Interest In Affiliates | -5.6 | — | — |
| Other Investing Activities | -672 | -692.7 | +3.0% |
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| Parent Company · Reportable Legal Entities | -0.5 | — | — |
| Net Cash from Investing | -4,135.8 | -5,399 | +23.4% |
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| Parent Company · Reportable Legal Entities | 1,794.2 | 1,546.8 | +16.0% |
| Value Of Assets Received In Kind For Pension Risk Transfer Transactions | 152.7 | 405 | -62.3% |
| Financing Activities | |||
| Proceeds From Issuance Of Common Stock | 43.7 | 67.7 | -35.5% |
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| Parent Company · Reportable Legal Entities | 43.7 | 67.7 | -35.5% |
| Share Repurchases | -902.7 | -1,042.4 | +13.4% |
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| Parent Company · Reportable Legal Entities | -902.7 | -1,042.4 | +13.4% |
| Payments For Derivative Instrument Financing Activities | -41.9 | -43.1 | +2.8% |
| Payments To Minority Shareholders | -7.6 | -0.9 | -744.4% |
| Payments Of Dividends Common Stock | -684 | -658.4 | -3.9% |
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| Parent Company · Reportable Legal Entities | -684 | -658.4 | -3.9% |
| Repayments Of Long Term Debt | -400.1 | -0.1 | -400000.0% |
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| Parent Company · Reportable Legal Entities | -400 | — | — |
| Proceeds From Repayments Of Short Term Debt | -9 | 97.9 | -109.2% |
| Additions To Contract Holders Funds | 12,016.2 | 12,248.9 | -1.9% |
| Withdrawal From Contract Holders Funds | -10,637.9 | -10,962.7 | +3.0% |
| Increase Decrease In Deposits | 442.8 | 571.2 | -22.5% |
| Proceeds From Payments For Other Financing Activities | -1.3 | 0.4 | -425.0% |
| Net Cash from Financing | -181.8 | 300.3 | -160.5% |
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| Parent Company · Reportable Legal Entities | -1,943 | -1,633.1 | -19.0% |
| Supplemental | |||
| Interest Paid | 172.6 | 170.3 | +1.4% |
| Income Taxes Paid | 220.7 | 117.7 | +87.5% |
| Other Cash Flow | |||
| Net Change in Cash | 219.1 | -495.8 | +144.2% |
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| Parent Company · Reportable Legal Entities | 78.6 | -238.9 | +132.9% |
| Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | 4,431 | 4,211.9 | +5.2% |
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| Parent Company · Reportable Legal Entities | 110.4 | 31.8 | +247.2% |
| Increase In Fixed Maturities Trading Non Cash | 388.3 | — | — |
| Increase In Long Term Debt Net Of Discount | -388.3 | — | — |
| Decrease In Mortgage Loans Non Cash | -140.6 | — | — |
| Decrease In Short Term Debt | 54 | — | — |
| Decrease In Long Term Debt | 86.7 | — | — |
Values in millions USD. Source: SEC EDGAR 10-K filing.