← Reports Principal Financial Grp. PFG $103.62 2026-05-29 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 2026-05-29 independently sourced
Deep Dive Overview Fundamentals Filings Deep-Dive Capital & Ratings Distribution Entities Quality Earnings Income Statement Balance Sheet Composition Cash Flow Ratios Segments & KPIsMetric 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Total Revenue12,394 14,093 14,237 16,222 14,742 14,428 17,536 13,666 16,128 15,626 Income Tax230 -72 231 249 265 284 1,190 69 292 161 Net Income (to equity holders)1,317 2,310 1,547 1,394 1,396 1,757 4,852 670 1,598 1,256 Basic EPS$4.55 $8.00 $5.41 $5.00 $5.08 $5.87 $18.94 $2.58 $6.77 $5.32 Diluted EPS$4.50 $7.88 $5.36 $4.96 $5.05 $5.79 $18.63 $2.55 $6.68 $5.25 Diluted Weighted Avg Shares293 293 289 281 277 273 255 245 235 226 DAC Amortization285 235 254 347 388 373 387 390 393 400 Fee & Commission Income3,627 3,892 — — — — — — — — Investment Income3,297 3,459 3,629 3,998 3,891 4,430 3,839 4,092 4,449 4,731 Policyholder Benefits & Claims6,913 7,823 8,193 9,906 8,282 7,258 6,631 7,788 8,073 8,565 Policyholder Dividends157 125 124 119 120 95 95 89 100 92 Net Earned Premium5,299 6,217 6,410 7,867 6,037 4,842 5,340 6,471 6,850 6,780 Realized Investment Gains/Losses171 524 -75 -53 303 115 -182 -72 -27 28 Premiums − Benefits-1,614 -1,605 -1,783 -2,039 -2,244 -2,417 -1,292 -1,317 -1,222 -1,784