Principal Financial Group Balance Sheet

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
Debt Securities	74,605	69,274	66,509	63,651	78,577
Equity and Preferred Securities	2,237	2,295	1,478	1,709	2,347
Other Investments	34,060	31,807	30,333	29,776	27,982
Total Investments	110,902	103,376	98,320	95,135	108,906
Cash & Equivalents	4,431	4,212	4,708	4,848	2,332
Reinsurance Contract Assets	19,000	19,490	20,611	21,443	1,187
Deferred Acquisition Costs	4,072	4,007	3,951	3,948	3,758
Other Receivables	4,765	4,600	4,785	4,675	1,352
Net Property, Plant & Equipment	701.4	769.4	938.4	996.1	1,038
Other Intangible Assets	1,267	1,390	1,470	1,533	1,601
Goodwill	1,601	1,550	1,609	1,598	1,628
Other Assets	194,638	174,270	168,755	156,690	182,857
Total Assets	341,377	313,664	305,047	290,867	304,657
Claims Reserves	97,130	91,279	88,328	86,139	87,546
Reinsurance Contract Liabilities	17,783	18,104	19,630	20,436	-
Total Debt	3,954	4,108	3,992	4,078	4,360
Other Liabilities	210,118	188,704	181,887	169,934	196,293
Total Liabilities	328,985	302,195	293,836	280,587	288,199
Common Stock	5	4.9	4.9	4.9	4.8
Treasury Stock	-13,279	-12,378	-11,336	-10,587	-8,926
Additional Paid-in Capital	11,275	11,101	10,909	10,740	10,495
Accumulated Other Comprehensive Income	-4,188	-5,225	-5,343	-6,879	1,611
Retained Earnings	18,071	17,584	16,684	16,697	12,885
Total Common Shareholders' Equity	11,884	11,086	10,916	9,977	16,069
Minority Interest	507.4	382.6	294.6	303.1	388.9
Shareholders' Equity	11,917	11,131	10,962	10,018	16,126
Total Liabilities & Equity	341,377	313,664	305,047	290,867	304,657
Book Value	11,884	11,086	10,916	9,977	16,069
Book Value Per Share	52.65	47.12	44.63	39.08	58.88
Tangible Book Value	9,016	8,147	7,838	6,845	12,841
Tangible Book Value Per Share	39.95	34.62	32.04	26.81	47.05

Updated Dec 31, 2025. Data Source: Fiscal.ai. Insurance template. Financial Sources.