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Principal Financial Grp.

PFG$103.622026-05-29
D
Quality Score
66/100

Retirement & Asset Mgmt. A spread-and-fee balance sheet: premiums and deposits invested against long-duration policyholder liabilities, plus fee income.

Data: statutory filings · derived · public filings (XBRL) · public filings (10-K) · market data· latest filing 2026-04-29· price 2026-05-29independently sourced

Distribution mix by channel

20 actively-distributed products · 4 closed / in-force only (excluded)

Share of distinct in-market products per channel; balance-sheet exposure shown where disclosed. Channels classified from the analyst-curated product catalog (free-text distribution column).

Employer / group / worksite
45%
9 prod
Direct / institutional
25%
5 prod · $712.0B
Broker-dealer / wirehouse
25%
5 prod
Direct / DTC
5%
1 prod
Disclosed distribution channels (annual sales / deposits)
ChannelProductsSegmentAnnual Premiums/Deposits ($M)
Direct to employer retirement plansGroup retirement, workplace savings, GICsRIS$4,945.1 deposits (workplace) + sep acct flows
Direct to plan sponsors / institutionalPRT, funding agreements, GICsRIS$3,103.1 PRT premiums + institutional deposits
FHLB / medium-term note programsFunding agreementsRIS$8,335.8 outstanding (2011 program)
Employer group (direct + broker)Group life, LTD, STD, dental, visionB&P~$3,690M premiums (B&P total)
Broker-dealer / wirehouses / agentIndividual VA, RILA, term life, ULRIS + B&P$1,686.5 RILA + $673.3 term + $1,283.7 UL premiums
Latin America pension systemMandatory pension, annuitiesPAM$29.4M annuity issuances + pension contributions

Source: curated product catalog from public filings. Channel classification is derived (keyword mapping of disclosed distribution text); in-force-only and intercompany/ceded blocks are excluded from the active mix.