PFG
Principal Financial Group
Financials
Life & Health Insurance
Des Moines, Iowa
Balance Sheet 40 Accounts • 5 Years
| Account | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| end | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 |
| Assets - CashAndCashEquivalents | $4.2B | $4.7B | $4.8B | $2.3B | $2.8B |
| Assets - FixedMaturitySecurities | $68.3B | $65.7B | $62.9B | $78.2B | $78.7B |
| Assets - EquitySecurities | $2.3B | $1.5B | $1.7B | $2.3B | $2.0B |
| Assets - MortgageLoansOnRealEstate | $20.5B | $20.1B | $20.6B | $19.7B | $17.3B |
| Assets - PolicyLoans | $867.5M | $809.3M | $784.7M | $759.6M | $784.0M |
| Assets - RealEstateInvestments | $2.5B | $2.3B | $2.2B | $2.1B | $1.8B |
| Assets - OtherInvestments | $8.0B | $7.0B | $6.1B | $5.5B | $5.1B |
| Assets - TotalInvestments | $103.4B | $98.3B | $95.1B | $108.9B | $106.3B |
| Assets - DeferredPolicyAcquisitionCosts | $4.0B | $4.0B | $3.9B | $3.8B | $3.8B |
| Assets - PremiumsAndOtherReceivables | $3.8B | $4.0B | $3.9B | $655.9M | $1.7B |
| Assets - ReinsuranceRecoverables | $14.6B | $14.5B | $13.5B | $1.2B | $1.1B |
| Assets - AccruedInvestmentIncome | $828.6M | $786.2M | $742.1M | $695.8M | $710.6M |
| Assets - SeparateAccountAssets | $173.3B | $167.6B | $155.4B | $182.3B | $176.0B |
| Assets - Goodwill | $1.5B | $1.6B | $1.6B | $1.6B | $1.7B |
| Assets - IntangibleAssets | $1.4B | $1.5B | $1.5B | $1.6B | $1.7B |
| Assets - CapitalizedContractCosts | $198.9M | $219.2M | $204.9M | $193.1M | $173.0M |
| Assets - OtherAssets | $743.2M | $895.7M | $1.2B | $512.0M | $1.2B |
| Assets - AssetsDesignatedToClosedBlock | $2.7B | $2.8B | $2.9B | $3.3B | $3.5B |
| Assets - TotalAssets | $313.7B | $305.0B | $290.9B | $304.7B | $296.6B |
| Liabilities - FuturePolicyBenefits | $48.2B | $46.8B | $43.3B | $43.9B | $45.2B |
| Liabilities - UnpaidClaimsAndClaimAdjustmentExpenses | $1.3B | $1.3B | $1.3B | $1.3B | $1.2B |
| Liabilities - SeparateAccountLiabilities | $173.3B | $167.6B | $155.4B | $182.3B | $176.0B |
| Liabilities - ShortTermDebt | $152.7M | $61.1M | $80.7M | $79.8M | $84.7M |
| Liabilities - LongTermDebt | $4.0B | $3.9B | $4.0B | $4.3B | $4.3B |
| Liabilities - OtherLiabilities | $12.6B | $11.6B | $12.1B | $10.5B | $7.6B |
| Liabilities - ClosedBlockLiabilities | $3.0B | $3.2B | $3.3B | $3.7B | $3.9B |
| Liabilities - TotalLiabilities | $302.2B | $293.8B | $280.6B | $288.2B | $279.8B |
| Equity - CommonStock | $4.9M | $4.9M | $4.9M | $4.8M | $4.8M |
| Equity - AdditionalPaidInCapital | $11.1B | $10.9B | $10.7B | $10.5B | $10.3B |
| Equity - RetainedEarnings | $17.6B | $16.7B | $16.7B | $12.9B | $11.8B |
| Equity - TreasuryStock | $1.0B | $748.8M | $1.7B | $8.9B | $8.0B |
| Equity - AccumulatedOtherComprehensiveIncome(loss) | $-5.2B | $-5.3B | $-6.9B | $1.6B | $2.4B |
| Equity - NoncontrollingInterest | $44.9M | $45.7M | $41.1M | $56.4M | $58.4M |
| Equity - RedeemableNoncontrollingInterest | $337.7M | $248.9M | $262.0M | $332.5M | $255.6M |
| Equity - ExcessOfReportedClosedBlockLiabilitiesOverAssets | $367.3M | $389.2M | $456.4M | $378.6M | $392.6M |
| Equity - TotalStockholdersEquity | $11.1B | $10.9B | $10.0B | $16.1B | $16.6B |
| Equity - TotalLiabilitiesAndStockholdersEquity | $313.7B | $305.0B | $290.9B | $304.7B | $296.6B |
| Equity - TotalLiabilitiesandEquity | $313.3B | $304.8B | $290.6B | $304.3B | $296.3B |
| Validation - L+E Components Sum Difference | $0 | $0 | $0 | $0 | $0 |