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Principal Financial Group (PFG)

Principal Financial Group (PFG)
[[ item.lastPrice ]] [[ item.priceChange ]] ([[ item.percentChange ]]) [[ item.tradeTime ]] [NASDAQ]
[[ item.bidPrice ]] x [[ item.bidSize ]] [[ item.askPrice ]] x [[ item.askSize ]]
[[ session ]] by (Cboe BZX)
[[ item.lastPrice ]] [[ item.priceChange ]] ([[ item.percentChange ]]) [[ item.tradeTime ]] [NASDAQ]
[[ item.bidPrice ]] x [[ item.bidSize ]] [[ item.askPrice ]] x [[ item.askSize ]]
[[ session ]] [[ item.lastPriceExt ]] [[ item.priceChangeExt ]] ([[ item.percentChangeExt ]]) [[ item.tradeTimeExt ]]
Balance Sheet for [[ item.sessionDateDisplayLong ]]

Fiscal Year End Date: 12/31

(Values in U.S. thousands)
  03-2026 12-2025 09-2025 06-2025 03-2025
Assets
Total Investments 110,857,600 110,901,500 107,608,100 106,126,800 105,294,600
Cash & Cash Equivalents 4,054,000 4,431,000 5,137,100 3,659,000 3,875,700
Accrued Investment Income 910,900 870,900 899,000 877,800 887,400
Premiums Receivable 22,388,200 22,894,600 23,029,300 23,125,700 23,118,600
Deferred Policy Acquisition Costs 4,089,600 4,071,600 4,057,300 4,048,000 4,034,100
PPE Net 714,900 701,400 716,200 724,700 742,700
Intangibles 2,860,900 2,867,500 2,846,100 2,866,100 2,857,900
Separate Account Assets 185,788,400 193,622,600 189,251,500 180,728,000 171,266,200
Other assets 325,074,700 333,376,600 325,792,400 315,854,000 305,527,000
Total Assets $332,704,500 $341,376,500 $334,491,800 $323,103,800 $313,003,300
Liabilities
Future Policy Benefits 50,938,100 51,749,700 50,732,400 49,945,900 49,359,400
Policyholder Funds 46,849,200 46,321,100 45,365,600 44,329,500 44,199,200
Long Term Debt 3,927,700 3,926,300 3,924,600 3,923,000 4,321,300
Separate Account Liabilities 185,788,400 193,622,600 189,251,500 180,728,000 171,266,200
Other liabilities 316,928,100 325,533,200 318,849,300 307,713,500 297,413,700
Total Liabilities $320,855,800 $329,459,500 $322,773,900 $311,636,500 $301,735,000
Shareholders' Equity
Shares Outstanding, K 216,012 216,835 219,694 222,768 224,191
Common Shares 5,000 5,000 5,000 5,000 5,000
Additional Paid Capital 11,350,400 11,275,400 11,238,500 11,202,600 11,157,800
Retained earnings 18,318,900 18,071,300 17,730,000 17,692,600 17,459,300
Treasury Shares 13,515,000 13,279,000 13,001,000 12,772,000 12,619,000
Other shareholders' equity -4,310,600 -4,155,700 -4,254,600 -4,660,900 -4,734,800
TOTAL $11,848,700 $11,917,000 $11,717,900 $11,467,300 $11,268,300
Total Liabilities And Equity $332,704,500 $341,376,500 $334,491,800 $323,103,800 $313,003,300
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