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10-Q Filing

PRINCIPAL FINANCIAL GROUP INC CIK: 1126328 Q1 2021
Filing Information
Form Type 10-Q
Accession Number 0001104659-21-057312
Period End Date 20210331
Filing Date 20210429
Fiscal Year 2021
Fiscal Period Q1
XBRL Instance pfg-20210331x10q_htm.xml
Balance Sheet 112 line items
Line Item Tag Value Unit Period
Fixed maturities, available-for-sale AvailableForSaleSecuritiesDebtSecurities $75.74B USD Point-in-time
Fixed maturities, available-for-sale AvailableForSaleSecuritiesDebtSecurities $78.71B USD Point-in-time
Fixed maturities, trading TradingSecuritiesDebt $492.90M USD Point-in-time
Fixed maturities, trading TradingSecuritiesDebt $532.10M USD Point-in-time
Equity securities (2021 and 2020 include $873.6 million and $902.5 million related to consolidated variable interest entities) EquitySecuritiesFvNi $2.53B USD Point-in-time
Equity securities (2021 and 2020 include $873.6 million and $902.5 million related to consolidated variable interest entities) EquitySecuritiesFvNi $2.01B USD Point-in-time
Mortgage loans (2021 and 2020 include $684.9 million and $319.0 million related to consolidated variable interest entities) MortgageLoansOnRealEstateCommercialAndConsumerNet $17.34B USD Point-in-time
Mortgage loans (2021 and 2020 include $684.9 million and $319.0 million related to consolidated variable interest entities) MortgageLoansOnRealEstateCommercialAndConsumerNet $18.18B USD Point-in-time
Equity securities EquitySecuritiesFvNi $2.53B USD Point-in-time
Equity securities EquitySecuritiesFvNi $2.01B USD Point-in-time
Real estate (2021 and 2020 include $513.4 million and $476.8 million related to consolidated variable interest entities) RealEstateInvestments $1.83B USD Point-in-time
Real estate (2021 and 2020 include $513.4 million and $476.8 million related to consolidated variable interest entities) RealEstateInvestments $1.80B USD Point-in-time
Policy loans LoansInsurancePolicy $774.70M USD Point-in-time
Mortgage loans MortgageLoansOnRealEstateCommercialAndConsumerNet $17.34B USD Point-in-time
Mortgage loans MortgageLoansOnRealEstateCommercialAndConsumerNet $18.18B USD Point-in-time
Policy loans LoansInsurancePolicy $784.00M USD Point-in-time
Real estate RealEstateInvestments $1.83B USD Point-in-time
Other investments (2021 and 2020 include $362.2 million and $348.5 million related to consolidated variable interest entities and $37.8 million and $28.5 million measured at fair value under the fair value option) OtherInvestments $5.22B USD Point-in-time
Real estate RealEstateInvestments $1.80B USD Point-in-time
Other investments (2021 and 2020 include $362.2 million and $348.5 million related to consolidated variable interest entities and $37.8 million and $28.5 million measured at fair value under the fair value option) OtherInvestments $5.13B USD Point-in-time
Total investments Investments $106.31B USD Point-in-time
Other investments OtherInvestments $5.22B USD Point-in-time
Other investments OtherInvestments $5.13B USD Point-in-time
Total investments Investments $104.76B USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $2.00B USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $2.85B USD Point-in-time
Other investments measured at fair value under fair value option OtherInvestmentsFairValueOption $28.50M USD Point-in-time
Other investments measured at fair value under fair value option OtherInvestmentsFairValueOption $37.80M USD Point-in-time
Separate account assets SeparateAccountAssets $175.95B USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $736.70M USD Point-in-time
Separate account assets SeparateAccountAssets $177.83B USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $710.60M USD Point-in-time
Contractholder funds ContractholderFunds $43.24B USD Point-in-time
Premiums due and other receivables PremiumsAndOtherReceivablesNet $1.71B USD Point-in-time
Premiums due and other receivables PremiumsAndOtherReceivablesNet $1.72B USD Point-in-time
Contractholder funds ContractholderFunds $43.08B USD Point-in-time
Deferred acquisition costs DeferredPolicyAcquisitionCosts $3.61B USD Point-in-time
Separate account liabilities SeparateAccountsLiability $177.83B USD Point-in-time
Deferred acquisition costs DeferredPolicyAcquisitionCosts $3.41B USD Point-in-time
Separate account liabilities SeparateAccountsLiability $175.95B USD Point-in-time
Property and equipment PropertyPlantAndEquipmentAndFinanceLeaseRightOfUseAssetAfterAccumulatedDepreciationAndAmortization $1.04B USD Point-in-time
Other liabilities OtherLiabilities $7.58B USD Point-in-time
Property and equipment PropertyPlantAndEquipmentAndFinanceLeaseRightOfUseAssetAfterAccumulatedDepreciationAndAmortization $1.02B USD Point-in-time
Other liabilities OtherLiabilities $7.78B USD Point-in-time
Goodwill Goodwill $1.70B USD Point-in-time
Redeemable noncontrolling interest RedeemableNoncontrollingInterestEquityCarryingAmount $255.60M USD Point-in-time
Goodwill Goodwill $1.71B USD Point-in-time
Redeemable noncontrolling interest RedeemableNoncontrollingInterestEquityCarryingAmount $239.70M USD Point-in-time
Redeemable noncontrolling interest RedeemableNoncontrollingInterestEquityCarryingAmount $263.50M USD Point-in-time
Redeemable noncontrolling interest RedeemableNoncontrollingInterestEquityCarryingAmount $264.90M USD Point-in-time
Common stock, par value (in dollars per share) CommonStockParOrStatedValuePerShare $0.01 USD Point-in-time
Other intangibles IntangibleAssetsNetExcludingGoodwill $1.70B USD Point-in-time
Common stock, par value (in dollars per share) CommonStockParOrStatedValuePerShare $0.01 USD Point-in-time
Other intangibles IntangibleAssetsNetExcludingGoodwill $1.72B USD Point-in-time
Common stock, authorized (in shares) CommonStockSharesAuthorized 2.50B shares Point-in-time
Separate account assets (2021 and 2020 include $40,798.1 million and $41,138.9 million related to consolidated variable interest entities) SeparateAccountAssets $175.95B USD Point-in-time
Common stock, authorized (in shares) CommonStockSharesAuthorized 2.50B shares Point-in-time
Separate account assets (2021 and 2020 include $40,798.1 million and $41,138.9 million related to consolidated variable interest entities) SeparateAccountAssets $177.83B USD Point-in-time
Common stock, issued (in shares) CommonStockSharesIssued 483.30M shares Point-in-time
Other assets OtherAssets $538.70M USD Point-in-time
Other assets OtherAssets $1.22B USD Point-in-time
Common stock, issued (in shares) CommonStockSharesIssued 481.90M shares Point-in-time
Total assets Assets $295.63B USD Point-in-time
Common stock, outstanding (in shares) CommonStockSharesOutstanding 272.50M shares Point-in-time
Total assets Assets $296.63B USD Point-in-time
Common stock, outstanding (in shares) CommonStockSharesOutstanding 273.30M shares Point-in-time
Treasury stock (in shares) TreasuryStockShares 210.80M shares Point-in-time
Treasury stock (in shares) TreasuryStockShares 208.60M shares Point-in-time
Contractholder funds (2021 and 2020 include $378.6 million and $388.6 million related to consolidated variable interest entities) ContractholderFunds $43.24B USD Point-in-time
Contractholder funds (2021 and 2020 include $378.6 million and $388.6 million related to consolidated variable interest entities) ContractholderFunds $43.08B USD Point-in-time
Future policy benefits and claims LiabilityForFuturePolicyBenefitsAndUnpaidClaimsAndClaimsAdjustmentExpense $45.21B USD Point-in-time
Future policy benefits and claims LiabilityForFuturePolicyBenefitsAndUnpaidClaimsAndClaimsAdjustmentExpense $43.75B USD Point-in-time
Other policyholder funds OtherPolicyholderFunds $1.01B USD Point-in-time
Other policyholder funds OtherPolicyholderFunds $1.06B USD Point-in-time
Short-term debt ShortTermBorrowings $84.00M USD Point-in-time
Short-term debt ShortTermBorrowings $84.70M USD Point-in-time
Long-term debt LongTermDebt $4.28B USD Point-in-time
Long-term debt LongTermDebt $4.28B USD Point-in-time
Income taxes currently payable AccruedIncomeTaxes $22.30M USD Point-in-time
Income taxes currently payable AccruedIncomeTaxes $26.10M USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $2.07B USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $2.33B USD Point-in-time
Separate account liabilities (2021 and 2020 include $40,798.1 million and $41,138.9 million related to consolidated variable interest entities) SeparateAccountsLiability $177.83B USD Point-in-time
Separate account liabilities (2021 and 2020 include $40,798.1 million and $41,138.9 million related to consolidated variable interest entities) SeparateAccountsLiability $175.95B USD Point-in-time
Other liabilities (2021 and 2020 include $44.7 million and $24.5 million related to consolidated variable interest entities) OtherLiabilities $7.58B USD Point-in-time
Other liabilities (2021 and 2020 include $44.7 million and $24.5 million related to consolidated variable interest entities) OtherLiabilities $7.78B USD Point-in-time
Total liabilities Liabilities $279.75B USD Point-in-time
Total liabilities Liabilities $279.91B USD Point-in-time
Redeemable noncontrolling interest (2021 and 2020 include $226.8 million and $226.8 million related to consolidated variable interest entities) RedeemableNoncontrollingInterestEquityCarryingAmount $255.60M USD Point-in-time
Redeemable noncontrolling interest (2021 and 2020 include $226.8 million and $226.8 million related to consolidated variable interest entities) RedeemableNoncontrollingInterestEquityCarryingAmount $239.70M USD Point-in-time
Redeemable noncontrolling interest (2021 and 2020 include $226.8 million and $226.8 million related to consolidated variable interest entities) RedeemableNoncontrollingInterestEquityCarryingAmount $263.50M USD Point-in-time
Redeemable noncontrolling interest (2021 and 2020 include $226.8 million and $226.8 million related to consolidated variable interest entities) RedeemableNoncontrollingInterestEquityCarryingAmount $264.90M USD Point-in-time
Common stock, par value $0.01 per share; 2,500.0 million shares authorized; 483.3 million and 481.9 million shares issued as of 2021 and 2020; 272.5 million and 273.3 million shares outstanding as of 2021 and 2020 CommonStockValue $4.80M USD Point-in-time
Common stock, par value $0.01 per share; 2,500.0 million shares authorized; 483.3 million and 481.9 million shares issued as of 2021 and 2020; 272.5 million and 273.3 million shares outstanding as of 2021 and 2020 CommonStockValue $4.80M USD Point-in-time
Additional paid-in capital AdditionalPaidInCapital $10.35B USD Point-in-time
Additional paid-in capital AdditionalPaidInCapital $10.32B USD Point-in-time
Retained earnings (accumulated deficit) RetainedEarningsAccumulatedDeficit $11.84B USD Point-in-time
Retained earnings (accumulated deficit) RetainedEarningsAccumulatedDeficit $12.20B USD Point-in-time
Accumulated other comprehensive income (loss) AccumulatedOtherComprehensiveIncomeLossNetOfTax $953.80M USD Point-in-time
Accumulated other comprehensive income (loss) AccumulatedOtherComprehensiveIncomeLossNetOfTax $2.38B USD Point-in-time
Treasury stock, at cost (210.8 million and 208.6 million shares as of 2021 and 2020) TreasuryStockValue $7.99B USD Point-in-time
Treasury stock, at cost (210.8 million and 208.6 million shares as of 2021 and 2020) TreasuryStockValue $8.10B USD Point-in-time
Total stockholders' equity attributable to Principal Financial Group, Inc. StockholdersEquity $16.56B USD Point-in-time
Total stockholders' equity attributable to Principal Financial Group, Inc. StockholdersEquity $15.41B USD Point-in-time
Noncontrolling interest MinorityInterest $58.40M USD Point-in-time
Noncontrolling interest MinorityInterest $56.80M USD Point-in-time
Total stockholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $15.46B USD Point-in-time
Total stockholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $14.69B USD Point-in-time
Total stockholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $16.62B USD Point-in-time
Total stockholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $12.97B USD Point-in-time
Total liabilities and stockholders' equity LiabilitiesAndStockholdersEquity $296.63B USD Point-in-time
Total liabilities and stockholders' equity LiabilitiesAndStockholdersEquity $295.63B USD Point-in-time
Income Statement 32 line items
Line Item Tag Value Unit Period
Premiums and other considerations PremiumsEarnedNet $2.29B USD 1 Quarter
Premiums and other considerations PremiumsEarnedNet $835.10M USD 1 Quarter
Fees and other revenues InvestmentAdvisoryAssetManagementAndInsuranceFeesAndCommissions $1.19B USD 1 Quarter
Fees and other revenues InvestmentAdvisoryAssetManagementAndInsuranceFeesAndCommissions $1.15B USD 1 Quarter
Net investment income (loss) NetInvestmentIncome $1.03B USD 1 Quarter
Net investment income (loss) NetInvestmentIncome $983.60M USD 1 Quarter
Net realized capital gains (losses) GainLossOnInvestments $151.40M USD 1 Quarter
Net realized capital gains (losses) GainLossOnInvestments $131.40M USD 1 Quarter
Total revenues Revenues $3.21B USD 1 Quarter
Total revenues Revenues $4.55B USD 1 Quarter
Benefits, claims and settlement expenses PolicyholderBenefitsAndClaimsIncurredNet $2.86B USD 1 Quarter
Benefits, claims and settlement expenses PolicyholderBenefitsAndClaimsIncurredNet $1.37B USD 1 Quarter
Dividends to policyholders PolicyholderDividends $18.20M USD 1 Quarter
Dividends to policyholders PolicyholderDividends $28.90M USD 1 Quarter
Operating expenses OperatingExpensesIncludingDeferredAcquisitionCostsCapitalizationAndAmortization $1.34B USD 1 Quarter
Operating expenses OperatingExpensesIncludingDeferredAcquisitionCostsCapitalizationAndAmortization $1.20B USD 1 Quarter
Total expenses BenefitsLossesAndExpenses $2.59B USD 1 Quarter
Total expenses BenefitsLossesAndExpenses $4.22B USD 1 Quarter
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxes $328.20M USD 1 Quarter
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxes $613.90M USD 1 Quarter
Income taxes (benefits) IncomeTaxExpenseBenefit $97.60M USD 1 Quarter
Income taxes (benefits) IncomeTaxExpenseBenefit $43.20M USD 1 Quarter
Net income (loss) ProfitLoss $285.00M USD 1 Quarter
Net income (loss) ProfitLoss $516.30M USD 1 Quarter
Net income (loss) attributable to noncontrolling interest NetIncomeLossAttributableToNoncontrollingInterest $-3.90M USD 1 Quarter
Net income (loss) attributable to noncontrolling interest NetIncomeLossAttributableToNoncontrollingInterest $-800.00K USD 1 Quarter
Net income (loss) attributable to Principal Financial Group, Inc. NetIncomeLoss $288.90M USD 1 Quarter
Net income (loss) attributable to Principal Financial Group, Inc. NetIncomeLoss $517.10M USD 1 Quarter
Basic earnings per common share (in dollars per share) EarningsPerShareBasic $1.89 USD 1 Quarter
Basic earnings per common share (in dollars per share) EarningsPerShareBasic $1.05 USD 1 Quarter
Diluted earnings per common share (in dollars per share) EarningsPerShareDiluted $1.04 USD 1 Quarter
Diluted earnings per common share (in dollars per share) EarningsPerShareDiluted $1.87 USD 1 Quarter
Cash Flow Statement 59 line items
Line Item Tag Value Unit Period
Net cash provided by (used in) operating activities NetCashProvidedByUsedInOperatingActivities $1.59B USD 1 Quarter
Net cash provided by (used in) operating activities NetCashProvidedByUsedInOperatingActivities $140.80M USD 1 Quarter
Fixed maturities available-for-sale and equity securities with intent to hold: Purchases PaymentsToAcquireMarketableSecurities $3.19B USD 1 Quarter
Fixed maturities available-for-sale and equity securities with intent to hold: Purchases PaymentsToAcquireMarketableSecurities $3.87B USD 1 Quarter
Fixed maturities available-for-sale and equity securities with intent to hold: Sales ProceedsFromSaleOfDebtSecuritiesAvailableForSaleAndEquitySecuritiesFvNi $704.40M USD 1 Quarter
Fixed maturities available-for-sale and equity securities with intent to hold: Sales ProceedsFromSaleOfDebtSecuritiesAvailableForSaleAndEquitySecuritiesFvNi $582.40M USD 1 Quarter
Fixed maturities available-for-sale and equity securities with intent to hold: Maturities ProceedsFromMaturitiesRepaymentsAndCallsOfDebtSecuritiesAvailableForSaleAndEquitySecuritiesFvNi $1.98B USD 1 Quarter
Fixed maturities available-for-sale and equity securities with intent to hold: Maturities ProceedsFromMaturitiesRepaymentsAndCallsOfDebtSecuritiesAvailableForSaleAndEquitySecuritiesFvNi $3.06B USD 1 Quarter
Mortgage loans acquired or originated PaymentsToAcquireMortgageNotesReceivable $827.30M USD 1 Quarter
Mortgage loans acquired or originated PaymentsToAcquireMortgageNotesReceivable $1.37B USD 1 Quarter
Mortgage loans sold or repaid ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $551.10M USD 1 Quarter
Mortgage loans sold or repaid ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $581.60M USD 1 Quarter
Real estate acquired PaymentsToAcquireRealEstateHeldForInvestment $39.60M USD 1 Quarter
Real estate acquired PaymentsToAcquireRealEstateHeldForInvestment $42.40M USD 1 Quarter
Net (purchases) sales of property and equipment PaymentsToAcquirePropertyPlantAndEquipmentNet $22.90M USD 1 Quarter
Net (purchases) sales of property and equipment PaymentsToAcquirePropertyPlantAndEquipmentNet $18.00M USD 1 Quarter
Net change in other investments PaymentsForProceedsFromOtherInvestingActivities $31.40M USD 1 Quarter
Net change in other investments PaymentsForProceedsFromOtherInvestingActivities $-14.20M USD 1 Quarter
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $-1.02B USD 1 Quarter
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $-912.70M USD 1 Quarter
Issuance of common stock ProceedsFromIssuanceOfCommonStock $9.00M USD 1 Quarter
Issuance of common stock ProceedsFromIssuanceOfCommonStock $17.30M USD 1 Quarter
Acquisition of treasury stock PaymentsForRepurchaseOfCommonStock $115.50M USD 1 Quarter
Acquisition of treasury stock PaymentsForRepurchaseOfCommonStock $231.80M USD 1 Quarter
Payments for financing element derivatives PaymentsForDerivativeInstrumentFinancingActivities $8.80M USD 1 Quarter
Payments for financing element derivatives PaymentsForDerivativeInstrumentFinancingActivities $7.10M USD 1 Quarter
Purchase of subsidiary shares from noncontrolling interest PaymentsToMinorityShareholders $900.00K USD 1 Quarter
Purchase of subsidiary shares from noncontrolling interest PaymentsToMinorityShareholders $16.60M USD 1 Quarter
Dividends to common stockholders PaymentsOfDividendsCommonStock $153.60M USD 1 Quarter
Dividends to common stockholders PaymentsOfDividendsCommonStock $152.20M USD 1 Quarter
Principal repayments of long-term debt RepaymentsOfLongTermDebt $400.00K USD 1 Quarter
Principal repayments of long-term debt RepaymentsOfLongTermDebt $64.50M USD 1 Quarter
Net proceeds from (repayments of) short-term borrowings ProceedsFromRepaymentsOfShortTermDebt $24.60M USD 1 Quarter
Net proceeds from (repayments of) short-term borrowings ProceedsFromRepaymentsOfShortTermDebt $200.00K USD 1 Quarter
Investment contract deposits AdditionsToContractHoldersFunds $2.35B USD 1 Quarter
Investment contract deposits AdditionsToContractHoldersFunds $2.73B USD 1 Quarter
Investment contract withdrawals WithdrawalFromContractHoldersFunds $2.18B USD 1 Quarter
Investment contract withdrawals WithdrawalFromContractHoldersFunds $2.26B USD 1 Quarter
Net increase (decrease) in banking operation deposits IncreaseDecreaseInDeposits $244.50M USD 1 Quarter
Net increase (decrease) in banking operation deposits IncreaseDecreaseInDeposits $141.50M USD 1 Quarter
Other ProceedsFromPaymentsForOtherFinancingActivities $100.00K USD 1 Quarter
Net cash provided by (used in) financing activities NetCashProvidedByUsedInFinancingActivities $290.40M USD 1 Quarter
Net cash provided by (used in) financing activities NetCashProvidedByUsedInFinancingActivities $32.10M USD 1 Quarter
Net increase (decrease) in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $-846.30M USD 1 Quarter
Net increase (decrease) in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $966.80M USD 1 Quarter
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $2.00B USD Point-in-time
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $2.52B USD Point-in-time
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $2.85B USD Point-in-time
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $3.48B USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $2.00B USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $2.52B USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $2.85B USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $3.48B USD Point-in-time
Increases in equity securities re-designated from funded status of OPEB plan DefinedBenefitPlanIncreaseInEquitySecuritiesRedesignationFromFundedStatus $548.10M USD 1 Quarter
Increases in other investments re-designated from funded status of OPEB plan DefinedBenefitPlanIncreaseInOtherInvestmentRedesignationFromFundedStatus $117.50M USD 1 Quarter
Decrease in tax receivable re-designated from funded status of OPEB plan DefinedBenefitPlanDecreaseInTaxReceivableRedesignationFromFundedStatus $-9.10M USD 1 Quarter
Decrease in AOCI due to reclassifying excess assets out of funded status of OPEB plan DefinedBenefitPlanDecreaseInOtherComprehensiveIncomeLossDueToReclassificationOfExcessAssetsOutOfFundedStatus $9.10M USD 1 Quarter
Decrease in other assets due to reclassifying excess assets out of funded status of OPEB plan DefinedBenefitPlanDecreaseInOtherAssetsDueToReclassificationOfExcessAssetsOutOfFundedStatus $665.60M USD 1 Quarter
Assets received in kind from pension risk transfer transactions ValueOfAssetsReceivedInKindForPensionRiskTransferTransactions $909.60M USD 1 Quarter
Stockholders Equity 28 line items
Line Item Tag Value Unit Period
Balances StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $15.46B USD Point-in-time
Balances StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $14.69B USD Point-in-time
Balances StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $16.62B USD Point-in-time
Balances StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $12.97B USD Point-in-time
Common stock issued StockIssuedDuringPeriodValueNewIssues $9.00M USD 1 Quarter
Common stock issued StockIssuedDuringPeriodValueNewIssues $17.30M USD 1 Quarter
Stock-based compensation StockBasedCompensation $23.40M USD 1 Quarter
Stock-based compensation StockBasedCompensation $31.90M USD 1 Quarter
Treasury stock acquired, common TreasuryStockValueAcquiredCostMethod $115.50M USD 1 Quarter
Treasury stock acquired, common TreasuryStockValueAcquiredCostMethod $231.80M USD 1 Quarter
Dividends to common stockholders DividendsCommonStock $153.60M USD 1 Quarter
Dividends to common stockholders DividendsCommonStock $152.20M USD 1 Quarter
Distributions to noncontrolling interest MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders $1.60M USD 1 Quarter
Distributions to noncontrolling interest MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders $22.10M USD 1 Quarter
Contributions from noncontrolling interest MinorityInterestIncreaseFromContributionsFromNoncontrollingInterest $1.30M USD 1 Quarter
Contributions from noncontrolling interest MinorityInterestIncreaseFromContributionsFromNoncontrollingInterest $2.60M USD 1 Quarter
Purchase of subsidiary shares from noncontrolling interest MinorityInterestDecreaseFromRedemptions $16.60M USD 1 Quarter
Purchase of subsidiary shares from noncontrolling interest MinorityInterestDecreaseFromRedemptions $900.00K USD 1 Quarter
Adjustments to redemption amount of redeemable noncontrolling interest AdjustmentsToRedemptionAmountOfRedeemableNoncontrollingInterest $-400.00K USD 1 Quarter
Adjustments to redemption amount of redeemable noncontrolling interest AdjustmentsToRedemptionAmountOfRedeemableNoncontrollingInterest $-8.20M USD 1 Quarter
Net income (loss) NetIncomeLossIncludingPortionAttributableToNonredeemableNoncontrollingInterest $308.70M USD 1 Quarter
Net income (loss) NetIncomeLossIncludingPortionAttributableToNonredeemableNoncontrollingInterest $518.10M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTaxExcludingRedeemableNoncontrollingInterest $-1.64B USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTaxExcludingRedeemableNoncontrollingInterest $-1.43B USD 1 Quarter
Balances StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $15.46B USD Point-in-time
Balances StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $14.69B USD Point-in-time
Balances StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $16.62B USD Point-in-time
Balances StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $12.97B USD Point-in-time
Comprehensive Income 18 line items
Line Item Tag Value Unit Period
Net income (loss) ProfitLoss $285.00M USD 1 Quarter
Net income (loss) ProfitLoss $516.30M USD 1 Quarter
Net unrealized gains (losses) on available-for-sale securities OtherComprehensiveIncomeAvailableForSaleSecuritiesPeriodIncreaseDecreaseNetOfTax $-1.37B USD 1 Quarter
Net unrealized gains (losses) on available-for-sale securities OtherComprehensiveIncomeAvailableForSaleSecuritiesPeriodIncreaseDecreaseNetOfTax $-1.41B USD 1 Quarter
Net unrealized gains (losses) on derivative instruments OtherComprehensiveIncomeDerivativesPeriodIncreaseDecreaseNetOfTax $48.60M USD 1 Quarter
Net unrealized gains (losses) on derivative instruments OtherComprehensiveIncomeDerivativesPeriodIncreaseDecreaseNetOfTax $-2.20M USD 1 Quarter
Foreign currency translation adjustment OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-56.20M USD 1 Quarter
Foreign currency translation adjustment OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-294.30M USD 1 Quarter
Net unrecognized postretirement benefit obligation OtherComprehensiveIncomeLossPensionAndOtherPostretirementBenefitPlansAdjustmentNetOfTax $-2.30M USD 1 Quarter
Net unrecognized postretirement benefit obligation OtherComprehensiveIncomeLossPensionAndOtherPostretirementBenefitPlansAdjustmentNetOfTax $-11.00M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $-1.43B USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $-1.65B USD 1 Quarter
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-1.36B USD 1 Quarter
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-913.20M USD 1 Quarter
Comprehensive income (loss) attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $-13.10M USD 1 Quarter
Comprehensive income (loss) attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $-1.00M USD 1 Quarter
Comprehensive income (loss) attributable to Principal Financial Group, Inc. ComprehensiveIncomeNetOfTax $-912.20M USD 1 Quarter
Comprehensive income (loss) attributable to Principal Financial Group, Inc. ComprehensiveIncomeNetOfTax $-1.35B USD 1 Quarter

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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