|
Q2 FY2026
As of Jun 30, 2026
|
Q1 FY2026
As of Mar 31, 2026
|
Q4 FY2025
As of Dec 31, 2025
|
Q3 FY2025
As of Sep 30, 2025
|
Q2 FY2025
As of Jun 30, 2025
|
Q1 FY2025
As of Mar 31, 2025
|
Q4 FY2024
As of Dec 31, 2024
|
Q3 FY2024
As of Sep 30, 2024
|
Q2 FY2024
As of Jun 30, 2024
|
Q1 FY2024
As of Mar 31, 2024
|
Q4 FY2023
As of Dec 31, 2023
|
Q3 FY2023
As of Sep 30, 2023
|
Q2 FY2023
As of Jun 30, 2023
|
Q1 FY2023
As of Mar 31, 2023
|
Q4 FY2022
As of Dec 31, 2022
|
Q3 FY2022
As of Sep 30, 2022
|
Q2 FY2022
As of Jun 30, 2022
|
Q1 FY2022
As of Mar 31, 2022
|
Q4 FY2021
As of Dec 31, 2021
|
Q3 FY2021
As of Sep 30, 2021
|
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | ||||||||||||||||||||
| Fixed maturities, available-for-sale | ||||||||||||||||||||
| Fixed maturities, trading (2026 and 2025 include $150.6 million and $185.0 million related to consolidated variable interest entities) | ||||||||||||||||||||
| Equity securities (2026 and 2025 include $432.8 million and $428.6 million related to consolidated variable interest entities) | ||||||||||||||||||||
| Mortgage loans (2026 and 2025 include $680.5 million and $726.5 million related to consolidated variable interest entities) | ||||||||||||||||||||
| Real estate (2026 and 2025 include $854.0 million and $819.4 million related to consolidated variable interest entities) | ||||||||||||||||||||
| Policy loans | ||||||||||||||||||||
| Other investments (2026 and 2025 include $981.1 million and $838.4 million related to consolidated variable interest entities and $88.2 million and $167.1 million measured at fair value under the fair value option) | ||||||||||||||||||||
| Total investments | ||||||||||||||||||||
| Cash and cash equivalents (2026 and 2025 include $103.2 million and $89.1 million related to consolidated variable interest entities) | ||||||||||||||||||||
| Accrued investment income (2026 and 2025 include $48.9 million and $43.8 million related to consolidated variable interest entities) | ||||||||||||||||||||
| Reinsurance recoverable and deposit receivable | ||||||||||||||||||||
| Premiums due and other receivables | ||||||||||||||||||||
| Deferred acquisition costs | ||||||||||||||||||||
| Market risk benefit asset | ||||||||||||||||||||
| Property and equipment | ||||||||||||||||||||
| Goodwill | ||||||||||||||||||||
| Other intangibles | ||||||||||||||||||||
| Separate account assets (2026 and 2025 include $43,323.8 million and $41,450.5 million related to consolidated variable interest entities) | ||||||||||||||||||||
| Other assets | ||||||||||||||||||||
| Total assets | ||||||||||||||||||||
| Liabilities | ||||||||||||||||||||
| Contractholder funds | ||||||||||||||||||||
| Future policy benefits and claims | ||||||||||||||||||||
| Market risk benefit liability | ||||||||||||||||||||
| Other policyholder funds | ||||||||||||||||||||
| Short-term debt | ||||||||||||||||||||
| Long-term debt | ||||||||||||||||||||
| Income taxes currently payable | ||||||||||||||||||||
| Deferred income taxes | ||||||||||||||||||||
| Separate account liabilities (2026 and 2025 include $43,323.8 million and $41,450.5 million related to consolidated variable interest entities) | ||||||||||||||||||||
| Funds withheld payable | ||||||||||||||||||||
| Other liabilities (2026 and 2025 include $71.2 million and $69.4 million related to consolidated variable interest entities) | ||||||||||||||||||||
| Total liabilities | ||||||||||||||||||||
| Redeemable noncontrolling interest (2026 and 2025 include $672.1 million and $440.9 million related to consolidated variable interest entities) | ||||||||||||||||||||
| Stockholders' equity | ||||||||||||||||||||
| Common stock, par value $0.01 per share; 2,500,000,000 shares authorized; 499,185,352 and 496,884,232 shares issued as of 2026 and 2025; 214,635,434 and 217,380,912 shares outstanding as of 2026 and 2025 | ||||||||||||||||||||
| Additional paid-in capital | ||||||||||||||||||||
| Retained earnings (accumulated losses) | ||||||||||||||||||||
| Accumulated other comprehensive loss | ||||||||||||||||||||
| Treasury stock, at cost; 284,549,918 and 279,503,320 shares as of 2026 and 2025 | ||||||||||||||||||||
| Total stockholders' equity attributable to Principal Financial Group, Inc. | ||||||||||||||||||||
| Noncontrolling interest | ||||||||||||||||||||
| Total stockholders' equity | ||||||||||||||||||||
| Total liabilities and stockholders' equity | ||||||||||||||||||||
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