PRINCIPAL FINANCIAL GROUP INC
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PFG Q4 2025 request
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| Metric | Q4 2025 | Q4 2024 | YoY |
|---|---|---|---|
| Premiums Earned Net | 2,099.8 | 1,826.1 | +15.0% |
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| Benefits and Protection · Life Insurance | 116.3 | 110.9 | +4.9% |
| Benefits and Protection · Specialty Benefits | 837.9 | 815.3 | +2.8% |
| Corporate · Operating Segments | -1.4 | -1.3 | -7.7% |
| Principal Asset Management · International Pension | -0.2 | 10.7 | -101.9% |
| Retirement and Income Solutions · Operating Segments | 1,155.1 | 900.1 | +28.3% |
| Investment Advisory Asset Management And Insurance Fees And Commissions | 1,135.8 | 1,115.1 | +1.9% |
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| Benefits and Protection · Life Insurance | 119.9 | 114.5 | +4.7% |
| Benefits and Protection · Specialty Benefits | 7.9 | 8.3 | -4.8% |
| Corporate · Operating Segments | -16.5 | -20.1 | +17.9% |
| Principal Asset Management · International Pension | 92.4 | 93.7 | -1.4% |
| Principal Asset Management · Investment Management | 457.4 | 446.6 | +2.4% |
| Retirement and Income Solutions · Operating Segments | 462.4 | 458.4 | +0.9% |
| Net Investment Income | 1,201.5 | 1,123.3 | +7.0% |
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| Benefits and Protection · Life Insurance | 109.9 | 103.9 | +5.8% |
| Benefits and Protection · Specialty Benefits | 52.4 | 49.7 | +5.4% |
| Corporate · Operating Segments | 36.2 | 29.6 | +22.3% |
| Principal Asset Management · International Pension | 124.4 | 135.4 | -8.1% |
| Principal Asset Management · Investment Management | 25.3 | 28 | -9.6% |
| Retirement and Income Solutions · Operating Segments | 884.7 | 804.5 | +10.0% |
Show Derivative Risk breakouts |
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| Interest Rate Contract · Cash Flow Hedging | 0.5 | 0.8 | -37.5% |
| Gain Loss On Investments | 53.7 | -88.6 | +160.6% |
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| Foreign Exchange Contract · Cash Flow Hedging | -1.1 | 0 | — |
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| Material Reconciling Items | 53.7 | -88.6 | +160.6% |
| Gain Loss On Funds Withheld Assets | 11.7 | -18.2 | +164.3% |
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| Material Reconciling Items | 11.7 | -18.2 | +164.3% |
| Change In Fair Value Of Funds Withheld Embedded Derivative | 74.2 | 794.3 | -90.7% |
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| Material Reconciling Items | 74.2 | 794.3 | -90.7% |
| Revenue | 4,576.7 | 4,752 | -3.7% |
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| Benefits and Protection · Operating Segments | 1,244.1 | 1,202.4 | +3.5% |
| Corporate · Intersegment Elimination | -181.5 | -173.7 | -4.5% |
| Corporate · Operating Segments | 18.3 | 8.2 | +123.2% |
| Principal Asset Management · Operating Segments | 693.6 | 710.2 | -2.3% |
| Retirement and Income Solutions · Operating Segments | 2,502.2 | 2,163 | +15.7% |
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| Intersegment Elimination | -181.5 | -173.7 | -4.5% |
| Operating Segments | 4,458.2 | 4,083.8 | +9.2% |
| Policyholder Benefits And Claims Incurred Net | 2,540.5 | 2,146.9 | +18.3% |
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| Benefits and Protection · Operating Segments | 684.5 | 648.4 | +5.6% |
| Corporate · Operating Segments | -0.8 | -1.1 | +27.3% |
| Principal Asset Management · Operating Segments | 64 | 102.1 | -37.3% |
| Retirement and Income Solutions · Operating Segments | 1,747.8 | 1,429 | +22.3% |
| Liability For Future Policy Benefit Remeasurement Gain Loss | -2.4 | 105.8 | -102.3% |
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| Benefits and Protection · Operating Segments | 0.9 | -2.8 | +132.1% |
| Principal Asset Management · Operating Segments | -0.5 | -0.9 | +44.4% |
| Retirement and Income Solutions · Operating Segments | -1 | -0.3 | -233.3% |
| Market Risk Benefit Change In Fair Value Gain Loss | 10.1 | -8.8 | +214.8% |
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| Retirement and Income Solutions · Operating Segments | 0.8 | -4.4 | +118.2% |
| Policyholder Dividends | 19.7 | 31.8 | -38.1% |
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| Benefits and Protection · Operating Segments | 19.6 | 31.7 | -38.2% |
| Retirement and Income Solutions · Operating Segments | 0.1 | 0.1 | 0.0% |
| Operating Expenses Including Deferred Acquisition Costs Capitalization And Amortization | 1,373.2 | 1,363.9 | +0.7% |
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| Benefits and Protection · Operating Segments | 371.3 | 364.8 | +1.8% |
| Corporate · Operating Segments | 124 | 115 | +7.8% |
| Principal Asset Management · Operating Segments | 394.1 | 387.9 | +1.6% |
| Retirement and Income Solutions · Operating Segments | 454.7 | 449.6 | +1.1% |
| Benefits Losses And Expenses | 3,941.1 | 3,639.6 | +8.3% |
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| Material Reconciling Items | 3,941.1 | 3,639.6 | +8.3% |
| Income Loss From Continuing Operations Before Income Taxes | 635.6 | 1,112.4 | -42.9% |
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| Benefits and Protection · Operating Segments | 169.6 | 154.7 | +9.6% |
| Corporate · Operating Segments | -102.8 | -103.9 | +1.1% |
| Principal Asset Management · Operating Segments | 231.6 | 216 | +7.2% |
| Retirement and Income Solutions · Operating Segments | 299.5 | 280.1 | +6.9% |
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| Operating Segments | 597.9 | 546.9 | +9.3% |
| Income Tax Expense (Benefit) | 110.4 | 209.9 | -47.4% |
| Net Income | 525.2 | 902.5 | -41.8% |
| Net Income Loss Attributable To Noncontrolling Interest | 8.2 | -2.9 | +382.8% |
| Net Income | 517 | 905.4 | -42.9% |
| EPS (Basic) | 2.34 | 3.92 | -40.3% |
| EPS (Diluted) | 2.3 | 3.87 | -40.6% |
| Revenue (Q) | — | — | — |
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| Administrative Service · Benefits and Protection | 11.7 | 10.4 | +12.5% |
| Administrative Service · Benefits and Protection | 3.7 | 3.8 | -2.6% |
| Administrative Service · Retirement and Income Solutions | 152.2 | 169.5 | -10.2% |
| Commission income · Benefits and Protection | 14.4 | 14.2 | +1.4% |
| Commission income · Corporate | 142.7 | 130.2 | +9.6% |
| Commission income · Retirement and Income Solutions | 1.8 | 1.1 | +63.6% |
| Deposit Account · Retirement and Income Solutions | 3.4 | 3.2 | +6.2% |
| Financial Service Other · Corporate | 25.1 | 22.6 | +11.1% |
| Financial Service Other · Principal Asset Management | 3.6 | 3.6 | 0.0% |
| Financial Service Other · Principal Asset Management | 43.9 | 41.7 | +5.3% |
| Management Service · Principal Asset Management | 87.6 | 88.8 | -1.4% |
| Management Service · Principal Asset Management | 405.5 | 398.9 | +1.7% |
| Revenue by type - Eliminations · Corporate | -103 | -92.8 | -11.0% |
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| Benefits and Protection · Benefits And Protection Eliminations | 0 | 0 | — |
| Benefits and Protection · Life Insurance | 26.1 | 24.6 | +6.1% |
| Benefits and Protection · Operating Segments | 29.8 | 28.4 | +4.9% |
| Benefits and Protection · Specialty Benefits | 3.7 | 3.8 | -2.6% |
| Corporate · Operating Segments | 64.8 | 60 | +8.0% |
| Principal Asset Management · International Pension | 91.2 | 92.4 | -1.3% |
| Principal Asset Management · Investment Management | 449.4 | 440.6 | +2.0% |
| Principal Asset Management · Operating Segments | 534.9 | 529 | +1.1% |
| Principal Asset Management · Principal Asset Management Eliminations | -5.7 | -4 | -42.5% |
| Retirement and Income Solutions · Operating Segments | 157.4 | 173.8 | -9.4% |
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| Operating Segments | 786.9 | 791.2 | -0.5% |
| Comprehensive Income | 635.2 | 265.6 | +139.2% |
| Other Comprehensive Income (Q) | — | — | — |
Show Equity Components breakouts |
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| Accumulated Defined Benefit Plans Adjustment | 41.7 | 21.7 | +92.2% |
| Accumulated Gain Loss Net Cash Flow Hedge Parent | -2.4 | 50.4 | -104.8% |
| Accumulated Net Unrealized Investment Gain Loss | -66.1 | -1,913.6 | +96.5% |
| Accumulated Other Comprehensive Income | 118.2 | -639.8 | +118.5% |
| Accumulated Translation Adjustment | 70.6 | -182.3 | +138.7% |
| Aoci Liability For Future Policy Benefit Parent | 69.9 | 1,379.2 | -94.9% |
| Aoci Market Risk Benefit Instrument Specific Credit Risk Parent | 4.5 | 4.8 | -6.3% |
| Wtd Avg Shares (Basic) | -1.3 | -1.5 | +13.3% |
| Wtd Avg Shares (Diluted) | -1.1 | -1.3 | +15.4% |
| Net Income Loss Available To Common Stockholders Basic | 517 | 905.4 | -42.9% |
| Liability For Unpaid Claims And Claims Adjustment Expense Incurred Claims1 | 410.6 | 398.2 | +3.1% |
Balance Sheet
| Metric | Q4 2025 | Q4 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% |
Show Financial Instrument breakouts |
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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% |
Show Consolidated Entities breakouts |
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| Variable Interest Entity Primary Beneficiary | 41,450.5 | 32,802.2 | +26.4% |
Show Fair Value By Measurement Frequency breakouts |
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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% |
Show Fair Value Hierarchy breakouts |
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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% |
Show Consolidated Entities breakouts |
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| Parent Company · Reportable Legal Entities | 3,923.4 | 3,930.6 | -0.2% |
Show Fair Value By Measurement Basis breakouts |
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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% |
Show Income Tax Authority breakouts |
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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% |
Show Consolidated Entities breakouts |
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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% |
Show Fair Value Hierarchy breakouts |
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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% |
Show Fair Value By Measurement Basis breakouts |
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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 | YTD Q4 2025 | YTD Q4 2024 | YoY |
|---|---|---|---|
| Operating Activities | |||
| Deferred Policy Acquisition Cost And Capitalized Contract Cost Amortization Expense (Q) | — | — | — |
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| Benefits and Protection · Operating Segments | 64.5 | 63.9 | +0.9% |
| Principal Asset Management · Operating Segments | 7.5 | 7.4 | +1.4% |
| Retirement and Income Solutions · Operating Segments | 22.5 | 20.5 | +9.8% |
| Deferred Policy Acquisition Cost And Capitalized Contract Cost Additions (Q) | — | — | — |
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| Benefits and Protection · Operating Segments | -72.9 | -76.3 | +4.5% |
| Principal Asset Management · Operating Segments | -11.4 | -10.6 | -7.5% |
| Retirement and Income Solutions · Operating Segments | -44.2 | -41.2 | -7.3% |
| Amortization Of Reinsurance Gain Loss (Q) | — | — | — |
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| Material Reconciling Items | 19 | 115.6 | -83.6% |
| Net Cash from Operations | 1,743.7 | 1,459 | +19.5% |
| Investing Activities | |||
| Payments To Acquire Marketable Securities | -5,579.8 | -6,125 | +8.9% |
| Proceeds From Sale Of Debt Securities Available For Sale And Equity Securities Fv Ni | 499.3 | 716.9 | -30.4% |
| Proceeds From Maturities Repayments And Calls Of Debt Securities Available For Sale And Equity Securities Fv Ni | 2,403.8 | 2,443.7 | -1.6% |
| Payments To Acquire Mortgage Notes Receivable | -1,191.7 | -952.7 | -25.1% |
| Proceeds From Sale And Collection Of Mortgage Notes Receivable | 900.2 | 391.1 | +130.2% |
| Payments To Acquire Real Estate Held For Investment | -47.2 | -56.6 | +16.6% |
| Proceeds From Sale Of Real Estate Heldforinvestment | 48.6 | 8.5 | +471.8% |
| Payments To Acquire Property Plant And Equipment Net | -34.4 | -16.9 | -103.6% |
| Other Investing Activities | -94.4 | -179.9 | +47.5% |
| Net Cash from Investing | -3,101.2 | -3,770.4 | +17.7% |
| Value Of Assets Received In Kind For Pension Risk Transfer Transactions | 0 | 0 | — |
| Financing Activities | |||
| Proceeds From Issuance Of Common Stock | 10.1 | 24.6 | -58.9% |
| Share Repurchases | -275.4 | -306.1 | +10.0% |
| Payments For Derivative Instrument Financing Activities | -10.4 | -10.9 | +4.6% |
| Payments To Minority Shareholders | -3.3 | 0.1 | -3400.0% |
| Payments Of Dividends Common Stock | -172.4 | -165.7 | -4.0% |
| Repayments Of Long Term Debt | 0 | 0 | — |
| Proceeds From Repayments Of Short Term Debt | 13.1 | 119.2 | -89.0% |
| Additions To Contract Holders Funds | 3,197.1 | 3,113.1 | +2.7% |
| Withdrawal From Contract Holders Funds | -2,430 | -2,608.7 | +6.9% |
| Increase Decrease In Deposits | 322.8 | 161.2 | +100.2% |
| Proceeds From Payments For Other Financing Activities | -0.2 | 0.2 | -200.0% |
| Net Cash from Financing | 651.4 | 348.8 | +86.8% |
| Other Cash Flow | |||
| Net Change in Cash | -706.1 | -1,962.6 | +64.0% |
| Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | 4,431 | 4,211.9 | +5.2% |
Show Consolidated Entities breakouts |
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| Parent Company · Reportable Legal Entities | 110.4 | 31.8 | +247.2% |
Values in millions USD. Source: SEC EDGAR 10-K filing.