Business Segments Principal Financial Group, Inc.

Stocks

PFG

US74251V1026

Life & Health Insurance

Market Closed - Nasdaq Other stock markets 21:00:00 11/06/2026 BST			5-day change	1st Jan Change
109.69 ^USD	+0.44%		+8.40%	+24.35%

05-22	Principal Financial Group Insider Sold Shares Worth $1,108,133, According to a Recent SEC Filing	MT
05-21	Morgan Stanley Adjusts PT on Principal Financial to $107 From $95, Maintains Equalweight Rating	MT

Sales 2025 by Business Segment

Sales 2025 by Geography

Historical Breakdown of Revenue by Business Segments

EBT: Breakdown by Business Segment

Breakdown by Business Segment (USD)

Fiscal Period: December	2021	2022	2023	2024	2025
Investment Funds
Retirement and Income Solutions	-	-	7.25B	7.98B	8.18B
Total Assets	222B	204B	213B	223B	238B
Income Tax Expense	130M	118M	131M	129M	140M
EBT	1.14B	1.09B	1.05B	1.06B	1.19B
D&A	81.7M	86.2M	85.3M	80.5M	74.2M
Principal Asset Management	-	-	-	2.79B	2.81B
Total Assets	-	-	45.91B	43.03B	52.27B
Income Tax Expense	-	-	221M	231M	254M
EBT	-	-	818M	861M	930M
D&A	-	-	76M	66.4M	56.8M
Retirement and Income Solutions - Fee	2.32B	2.25B	-	-	-
Principal Asset Management - Investment Management	1.83B	1.72B	1.61B	-	-
Total Assets	2.45B	2.35B	-	-	-
Income Tax Expense	192M	162M	-	-	-
EBT	708M	604M	-	-	-
D&A	21.1M	20.7M	-	-	-
Principal Asset Management - International Pension	1.35B	1.48B	1.19B	-	-
Total Assets	42.81B	43.37B	-	-	-
Income Tax Expense	69.8M	52.4M	-	-	-
EBT	309M	309M	-	-	-
D&A	57.3M	53.9M	-	-	-
Life Insurance
Benefits and Protection	-	-	-	4.79B	4.97B
Total Assets	-	-	43.76B	46.01B	48.17B
Income Tax Expense	-	-	97.7M	89M	101M
EBT	-	-	538M	463M	523M
D&A	-	-	23.9M	21M	17.2M
Benefits and Protection - Life Insurance	2.06B	1.33B	1.32B	-	-
Retirement and Income Solutions - Spread	4.19B	3.72B	-	-	-
Corporate	1.8M	-6.5M	76.4M	76.8M	101M
Total Assets	4.18B	2.22B	2.17B	1.66B	2.8B
Income Tax Expense	-70.7M	-69.1M	-42.2M	-84.6M	-103M
EBT	-368M	-469M	-397M	-376M	-381M
D&A	23.7M	18.4M	17.7M	18.8M	16.2M
Unallocated Net Realized Capital Gains (Losses), Net of Related Revenue Adjustments	-	-	57.9M	103M	41M
Unallocated Derivative and Hedging-Related Revenue Adjustments	-	-126M	-	-	-
EBT	-160M	-126M	-	-	-
Unallocated Adjustments Related to Sponsored Investment Funds	-	22.2M	-	-	-
EBT	21.3M	22.2M	-	-	-
Unallocated Recognition of Front-End Fee Revenue	-	-4.7M	-	-	-
EBT	-2.9M	-4.7M	-	-	-
Unallocated Net Realized Capital (Gains) Losses	-	-258M	-	-	-
EBT	2.5M	-258M	-	-	-
EBT	-107M	136M	-	-	-
EBT	79.8M	-44.1M	-	-	-
EBT	11.1M	2.5M	-	-	-
EBT	-	-	-	-	-
Eliminations	-200K	-600K	-23.5M	-	-
Unallocated Net Realized Capital Gains on Funds Withheld Assets	-164M	-	-	-	-
EBT	-	-	-	-	-
Unallocated Market Risk Benefit Derivative Settlements	-	700K	-45.9M	-45.8M	-40.8M
EBT	-600K	700K	-	-	-
Unallocated Adjustments Related to Equity Method Investments	-31.5M	-64.1M	-78.9M	-74.8M	-69.4M
EBT	-24M	-15M	-	-	-
Income Tax Expense	-56.2M	-64.2M	-22M	-16.1M	-33.5M
EBT	-	-	-88.6M	-142M	-150M
EBT	-	-	-	-	-
Income Tax Expense	-31.4M	-48.8M	-78.3M	-74.3M	-68.5M
EBT	2M	21M	-52.7M	-56.5M	-59.9M
Income Tax Expense	-	-	-238M	17.6M	-130M
Unallocated Revenues from Exited Business	-	4.45B	-928M	513M	-364M
EBT	-	4.26B	-1.13B	83.4M	-632M
D&A	-	27.1M	-	-	-
Income Tax Expense	-	956M	-	-	-
Casualty
Benefits and Protection - Specialty Benefits	2.71B	2.98B	3.23B	-	-
D&A	24.2M	23.7M	-	-	-
Income Tax Expense	92.3M	101M	-	-	-
EBT	471M	532M	-	-	-
Total Assets	33.22B	40.65B	-	-	-

Geographical Revenue Distribution History

Geographical breakdown of sales (USD)

Fiscal Period: December	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025