| Balance Sheets | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-09-30 |
|---|---|---|---|---|
| Fixed maturities, available-for-sale | 71,322,900 | 70,558,400 | 69,726,700 | 69,148,300 |
| Fixed maturities, trading (2025 and 2024 include 180.6 million and 205.9 million related to consolidated variable interest entities) | 1,356,800 | 1,235,300 | 1,307,200 | 858,900 |
| Equity securities (2025 and 2024 include 403.5 million and 367.9 million related to consolidated variable interest entities) | 1,649,000 | 1,587,600 | 2,428,900 | 1,581,900 |
| Mortgage loans (2025 and 2024 include 746.1 million and 944.5 million related to consolidated variable interest entities and 0.0 million and 140.6 million measured at fair value under the fair value option) | 20,681,200 | 20,663,600 | 20,260,600 | 20,015,000 |
| Real estate (2025 and 2024 include 816.9 million and 781.8 million related to consolidated variable interest entities) | 2,387,100 | 2,496,100 | 2,480,100 | 2,424,400 |
| Policy loans | 870,700 | 873,700 | 875,700 | 836,900 |
| Other investments (2025 and 2024 include 763.4 million and 625.6 million related to consolidated variable interest entities and 136.3 million and 129.0 million measured at fair value under the fair value option) | 9,340,400 | 8,712,100 | 8,215,400 | 7,782,300 |
| Total investments | 107,608,100 | 106,126,800 | 105,294,600 | 102,647,700 |
| Cash and cash equivalents (2025 and 2024 include 106.7 million and 86.1 million related to consolidated variable interest entities) | 5,137,100 | 3,659,000 | 3,875,700 | 6,174,500 |
| Accrued investment income (2025 and 2024 include 39.4 million and 19.1 million related to consolidated variable interest entities) | 899,000 | 877,800 | 887,400 | 840,200 |
| Reinsurance recoverable and deposit receivable | 19,257,600 | 19,335,900 | 19,392,600 | 20,057,900 |
| Premiums due and other receivables | 3,771,700 | 3,789,800 | 3,726,000 | 3,730,200 |
| Deferred acquisition costs | 4,057,300 | 4,048,000 | 4,034,100 | 3,992,200 |
| Market risk benefit asset | 187,500 | 180,200 | 158,700 | 162,600 |
| Property and equipment | 716,200 | 724,700 | 742,700 | 798,200 |
| Goodwill | 1,577,600 | 1,583,200 | 1,567,400 | 1,597,100 |
| Other intangibles | 1,268,500 | 1,282,900 | 1,290,500 | 1,424,400 |
| Separate account assets (2025 and 2024 include 38,300.6 million and 32,802.2 million related to consolidated variable interest entities) | 189,251,500 | 180,728,000 | 171,266,200 | 180,653,500 |
| Other assets | 759,700 | 767,500 | 767,400 | 779,200 |
| Total assets | 334,491,800 | 323,103,800 | 313,003,300 | 322,857,700 |
| Segment Retirement And Income Solutions | 22,258,100 | 21,539,600 | 20,898,900 | 19,608,000 |
| Segment Benefits And Protection-Subsegment Life Insurance-Universal Life | 6,863,100 | 6,858,400 | 6,909,600 | 6,909,200 |
| Intersegment Elimination-Segment Corporate | -351,800 | -353,200 | -358,300 | -353,800 |
| Total policyholder account balances for contracts with significant insurance risk or investment contracts with significant fee revenue | 28,769,400 | 28,044,800 | 27,450,200 | 26,163,400 |
| Investment contracts without significant fee revenue | 14,818,800 | 14,765,000 | 15,462,700 | 15,866,200 |
| Embedded derivatives | - | - | - | 368,000 |
| Other balances | - | - | - | 101,800 |
| Embedded derivatives and other balances | 833,200 | 584,200 | 353,100 | - |
| Contractholder funds | 44,421,400 | 43,394,000 | 43,266,000 | 42,499,400 |
| Pension Risk Transfer | 26,617,100 | 25,999,100 | 25,756,000 | 25,554,100 |
| Fixed Annuity | 4,442,500 | 4,447,300 | 4,493,700 | 4,763,300 |
| Segment Retirement And Income Solutions | 31,059,600 | 30,446,400 | 30,249,700 | 30,317,400 |
| Fixed Annuity-Latin America-Segment Principal Asset Management-Subsegment Principal International | - | - | - | 4,795,800 |
| Fixed Annuity-Latin America-Segment Principal Asset Management-Subsegment International Pension | 4,283,500 | 4,407,900 | 4,313,700 | - |
| Segment Benefits And Protection | 3,492,000 | 3,264,000 | 3,190,100 | 3,301,800 |
| Long Term Care Insurance-Segment Corporate | 168,100 | 166,700 | 167,000 | 175,700 |
| Liability for future policy benefits | 39,003,200 | 38,285,000 | 37,920,500 | 38,590,700 |
| Additional Liability Long Duration Insurance Original Discount Rate Before Reinsurance After Cash Flow Change | 6,466,300 | 6,303,100 | 6,191,200 | 5,873,300 |
| Additional liability for certain benefit features | 6,466,300 | 6,303,100 | 6,191,200 | 5,873,300 |
| Participating contracts | 2,813,300 | 2,851,700 | 2,888,200 | 2,959,700 |
| Short-duration contracts | 1,206,800 | 1,226,900 | 1,241,000 | 1,277,500 |
| Cost of reinsurance liability | 982,500 | 962,900 | 956,900 | 858,000 |
| Reinsurance recoverable liability | 26,500 | 68,000 | 74,900 | 55,800 |
| Other | 233,800 | 248,300 | 86,700 | 217,600 |
| Future policy benefits and claims | 50,732,400 | 49,945,900 | 49,359,400 | 49,832,600 |
| Market risk benefit liability | 69,100 | 68,800 | 80,400 | 96,000 |
| Other policyholder funds | 944,200 | 935,500 | 933,200 | 911,400 |
| Short-term debt (2025 and 2024 include 0.0 million and 119.0 million related to consolidated variable interest entities) | 13,000 | 24,100 | 28,900 | 37,300 |
| Long-term debt | 3,924,600 | 3,923,000 | 4,321,300 | 3,932,900 |
| Income taxes currently payable | 26,400 | 18,800 | 8,200 | 9,400 |
| Deferred income taxes | 1,794,000 | 1,768,900 | 1,786,600 | 1,770,300 |
| Separate account liabilities (2025 and 2024 include 38,300.6 million and 32,802.2 million related to consolidated variable interest entities) | 189,251,500 | 180,728,000 | 171,266,200 | 180,653,500 |
| Funds withheld payable | 18,113,200 | 18,010,900 | 18,212,300 | 19,076,300 |
| Other liabilities (2025 and 2024 include 77.5 million and 108.8 million related to consolidated variable interest entities) | 13,074,000 | 12,427,400 | 12,145,800 | 12,445,400 |
| Total liabilities | 322,363,800 | 311,245,300 | 301,408,300 | 311,264,500 |
| Redeemable noncontrolling interest (2025 and 2024 include 381.3 million and 309.9 million related to consolidated variable interest entities) | 410,100 | 391,200 | 326,700 | 311,800 |
| Common stock, par value 0.01 per share 2,500,000,000 shares authorized 496,744,753 and 494,734,908 shares issued as of 2025 and 2024 220,516,810 and 226,225,161 shares outstanding as of 2025 and 2024 | 5,000 | 5,000 | 5,000 | 4,900 |
| Additional paid-in capital | 11,238,500 | 11,202,600 | 11,157,800 | 11,045,200 |
| Retained earnings (accumulated deficit) | 17,730,000 | 17,692,600 | 17,459,300 | 16,847,000 |
| Accumulated other comprehensive loss | -4,306,600 | -4,713,300 | -4,785,900 | -4,585,000 |
| Treasury stock, at cost 276,227,943 and 268,509,747 shares as of 2025 and 2024 | 13,001,400 | 12,771,600 | 12,619,400 | 12,074,700 |
| Total stockholders' equity attributable to principal financial group, inc | 11,665,500 | 11,415,300 | 11,216,800 | 11,237,400 |
| Noncontrolling interest | 52,400 | 52,000 | 51,500 | 44,000 |
| Total stockholders' equity | 11,717,900 | 11,467,300 | 11,268,300 | 11,281,400 |
| Total liabilities and stockholders' equity | 334,491,800 | 323,103,800 | 313,003,300 | 322,857,700 |
PRINCIPAL FINANCIAL GROUP INC (PFG)
PRINCIPAL FINANCIAL GROUP INC (PFG)