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PRINCIPAL FINANCIAL GROUP INC

PFGUnited States

63 filed reports · 917 financial concepts · 2 earnings calls · 0 media appearances

Filed reports

63 reports · Jun 2016 to Jun 2026

Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 37 operating metrics, 6 guidance figures.

Report typeReportsFactsPeriods
Quarterly · 10-QSEC EDGAR3113,185Jun 2016 to Jun 2026
Current · 8-KSEC EDGAR2247Mar 2021 to Jun 2026
Annual · 10-KSEC EDGAR1012,628Dec 2016 to Dec 2025

Documents

PeriodTypePeriod endPublishedFactsSource
FY2026 Q210-QJun 30, 2026Jul 29, 20261,042Open
FY2026 Q28-KJun 30, 2026Jul 27, 20263Open
FY2026 Q110-QMar 31, 2026Apr 29, 2026720Open
FY2026 Q18-KMar 31, 2026Apr 23, 20263Open
FY202510-KDec 31, 2025Feb 18, 20262,826Open
FY2025 Q48-KDec 31, 2025Feb 9, 20262Open
FY2025 Q310-QSep 30, 2025Oct 29, 2025772Open
FY2025 Q38-KSep 30, 2025Oct 27, 20253Open
FY2025 Q210-QJun 30, 2025Jul 30, 2025504Open
FY2025 Q28-KJun 30, 2025Jul 28, 20252Open
FY2025 Q110-QMar 31, 2025Apr 30, 2025491Open
FY2025 Q18-KMar 31, 2025Apr 24, 20253Open

Financial data

917 concepts · 25,860 facts

Each concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.

Financial831 concepts · 18,564 facts · Dec 2008 to Jul 2026

  • Other investments73 · Dec 2015 to Jun 2026
  • Benefits losses and expenses58 · Dec 2014 to Jun 2026
  • Cash and cash equivalents at carrying value58 · Dec 2014 to Jun 2026
  • Net income loss available to common stockholders basic58 · Dec 2014 to Jun 2026
  • Profit loss58 · Dec 2014 to Jun 2026
  • Redeemable noncontrolling interest equity carrying amount58 · Dec 2014 to Jun 2026
  • Revenue58 · Dec 2014 to Jun 2026
  • Stockholders equity including portion attributable to noncontrolling interest58 · Dec 2014 to Jun 2026
  • Comprehensive income net of tax57 · Dec 2014 to Jun 2026
  • Comprehensive income net of tax attributable to noncontrolling interest57 · Dec 2014 to Jun 2026
  • Comprehensive income net of tax including portion attributable to noncontrolling interest57 · Dec 2014 to Jun 2026
  • Derivative instruments not designated as hedging instruments gain loss net57 · Dec 2014 to Jun 2026
  • Gain loss on investments57 · Dec 2014 to Jun 2026
  • Income tax expense benefit57 · Dec 2014 to Jun 2026
  • Net income loss57 · Dec 2014 to Jun 2026
  • Net income loss attributable to noncontrolling interest57 · Dec 2014 to Jun 2026
  • Net investment income57 · Dec 2014 to Jun 2026
  • Net unrealized gains (losses) on available-for-sale securities57 · Dec 2014 to Jun 2026
  • Operating expenses57 · Dec 2014 to Jun 2026
  • Other comprehensive income loss before tax57 · Dec 2014 to Jun 2026
  • Other comprehensive income loss foreign currency transaction and translation adjustment net of tax57 · Dec 2014 to Jun 2026
  • Other comprehensive income loss net of tax57 · Dec 2014 to Jun 2026
  • Other comprehensive income loss pension and other postretirement benefit plans adjustment net of tax57 · Dec 2014 to Jun 2026
  • Other comprehensive income loss tax57 · Dec 2014 to Jun 2026

Segment72 concepts · 7,108 facts · Dec 2014 to Jun 2026

  • Revenue1,462 · Dec 2016 to Jun 2026
  • Operating Segments643 · Dec 2014 to Jun 2026
  • Net investment income424 · Dec 2014 to Jun 2026
  • Individual Life insurance354 · Dec 2016 to Jun 2026
  • Fees and other revenues347 · Dec 2016 to Jun 2026
  • Premiums earned net303 · Dec 2014 to Jun 2026
  • Total Assets249 · Dec 2015 to Jun 2026
  • Liability for future policy benefit interest expense212 · Dec 2021 to Jun 2026
  • Deferred policy acquisition cost amortization expense210 · Dec 2014 to Jun 2026
  • Liability for future policy benefit gross premium income210 · Dec 2021 to Jun 2026
  • Deferred policy acquisition costs additions151 · Dec 2021 to Jun 2026
  • Liability for future policy benefit expected future policy benefit interest expense114 · Dec 2021 to Jun 2026
  • Liability for future policy benefits payment for benefits114 · Dec 2021 to Jun 2026
  • Policyholder benefits and claims incurred net108 · Dec 2014 to Jun 2026
  • Principal Global Investors102 · Dec 2014 to Sep 2024
  • Liability for future policy benefit expected future policy benefit issuance93 · Dec 2021 to Jun 2026
  • Group retirement contracts83 · Dec 2022 to Jun 2026
  • Separate account liability increase decrease from invested performance83 · Dec 2022 to Jun 2026
  • Separate account liability policy charge83 · Dec 2022 to Jun 2026
  • Separate account liability premium and deposit83 · Dec 2022 to Jun 2026
  • Interest credited to policyholders account balances72 · Dec 2022 to Jun 2026
  • Policyholder account balance premium received72 · Dec 2022 to Jun 2026
  • Workplace savings and retirement solutions72 · Dec 2022 to Jun 2026
  • Revenue (excluding assessed tax)61 · Mar 2017 to Dec 2021

Product8 concepts · 140 facts · Dec 2014 to Jun 2026

  • Ceded premiums earned28 · Dec 2014 to Dec 2025
  • Direct premiums earned28 · Dec 2014 to Dec 2025
  • Premiums earned net28 · Dec 2014 to Dec 2025
  • Deferred policy acquisition cost amortization expense23 · Dec 2021 to Jun 2026
  • Assumed premiums earned14 · Dec 2014 to Dec 2025
  • Shortduration insurance contracts discounted liabilities interest accretion14 · Dec 2014 to Dec 2025
  • Participating policy percentage of premium income3 · Dec 2015 to Dec 2017
  • Premiums percentage assumed to net2 · Dec 2014 to Dec 2021

KPI4 concepts · 41 facts · Mar 2021 to Jun 2026

  • Assets Under Management24 · Mar 2021 to Jun 2026
  • Assets Under Administration11 · Dec 2022 to Jun 2026
  • Net Flows5 · Dec 2021 to Jun 2026
  • Insurance Loss Ratio1 · Sep 2023

Guidance1 concepts · 6 facts · Feb 2024 to Feb 2026

  • EPS (Diluted) Growth Guidance6 · Feb 2024 to Feb 2026

Geography1 concepts · 1 facts · Sep 2014

  • Chile1 · Sep 2014

Segments

7,249 facts

Figures broken down by business line, region, product or another axis the company reports on.

Statement business segments14 members · 4,035 facts

  • Segment Retirement And Income Solutions1,559 · Dec 2014 to Jun 2026
  • Segment Corporate692 · Dec 2014 to Jun 2026
  • Segment Principal International457 · Dec 2014 to Dec 2022
  • Segment Principal Global Investors314 · Dec 2014 to Dec 2022
  • Segment Benefits And Protection254 · Dec 2021 to Jun 2026
  • Segment Principal Asset Management228 · Dec 2021 to Jun 2026
  • Segment US Insurance Solutions168 · Dec 2014 to Dec 2022
  • Segment retirement and income solutions126 · Dec 2015 to Jun 2026
  • Segment corporate58 · Dec 2015 to Jun 2026
  • Segment principal global investors45 · Dec 2015 to Dec 2022
  • Segment principal international45 · Dec 2015 to Dec 2022
  • Segment usinsurance solutions44 · Dec 2015 to Dec 2022
  • Segment principal asset management23 · Dec 2022 to Jun 2026
  • Segment benefits and protection22 · Dec 2022 to Jun 2026

Subsegments14 members · 3,073 facts

  • Subsegment Life Insurance742 · Dec 2021 to Jun 2026
  • Subsegment Principal International393 · Dec 2021 to Sep 2024
  • Subsegment Specialty Benefits372 · Dec 2021 to Jun 2026
  • Subsegment Individual Life Insurance277 · Dec 2016 to Dec 2025
  • Subsegment Retirement And Income Solutions Fee250 · Dec 2016 to Dec 2022
  • Subsegment International Pension248 · Dec 2022 to Jun 2026
  • Subsegment Retirement And Income Solutions Spread233 · Dec 2016 to Dec 2022
  • Subsegment Specialty Benefits Insurance233 · Dec 2016 to Dec 2022
  • Subsegment Investment Management98 · Dec 2022 to Jun 2026
  • Subsegment Principal Global Investors98 · Dec 2021 to Sep 2024
  • Subsegment Eliminations50 · Dec 2018 to Sep 2024
  • Subsegment US Insurance Solutions Eliminations42 · Dec 2016 to Dec 2022
  • Subsegment Principal Asset Management Eliminations23 · Dec 2021 to Jun 2026
  • Subsegment Benefits And Protection Eliminations14 · Jun 2022 to Dec 2025

Product or servicesrt:ProductOrServiceAxis4 members · 104 facts

  • Life And Annuity Insurance Product Line41 · Dec 2016 to Dec 2025
  • Accident And Health Insurance30 · Dec 2016 to Dec 2025
  • Long Duration And Short Duration Insurance23 · Dec 2021 to Jun 2026
  • Long Term Disability Group Life Waiver10 · Dec 2016 to Dec 2025

Product or serviceus-gaap:ProductOrServiceAxis4 members · 36 facts

  • Life And Annuity Insurance Product Line17 · Dec 2014 to Dec 2017
  • Accident And Health Insurance12 · Dec 2014 to Dec 2017
  • Long Term Disability Group Life Waiver4 · Dec 2014 to Dec 2017
  • Product Or Service Individual Life Insurance3 · Dec 2015 to Dec 2017

Statement geographical1 member · 1 facts

  • CL1 · Sep 2014

Text from filings

Management commentary and risk factors, extracted from SEC filings only.

  • Earnings-release commentary119 claims from 8 reports · Sep 2024 to Jun 2026
  • Management discussion (MD&A) commentary275 claims from 8 reports · Sep 2024 to Jun 2026
  • Risk-factor changes14 claims from 1 reports · Dec 2025
  • Risk factors98 risks from 2 annual reports · 2024 to 2025

Earnings calls

2 calls · Apr 2026 to Jul 2026

Transcripts with management claims and analyst questions, one per fiscal period.

  • FY2026 Q2Jul 27, 2026
  • FY2026 Q1Apr 23, 2026

Executive media

Podcasts, interviews and conference appearances by the company's executives, with their claims.

No media appearances for this company.

Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.

PRINCIPAL FINANCIAL GROUP INC (PFG) data · FactIQ