PFG— PRINCIPAL FINANCIAL GROUP INC

FinancialsInsurance$24.4B mkt cap

Metric	FY2025	FY2024	FY2023	FY2022
Premiums and other considerations	$6.78B-1.0%	$6.85B+5.9%	$6.47B+21.2%	$5.34B
Fees and other revenues	$4.42B+2.4%	$4.32B+5.5%	$4.10B-1.0%	$4.14B
Net investment income (loss)	$4.73B+6.3%	$4.45B+8.7%	$4.09B+6.6%	$3.84B
Net realized capital gains (losses)	$27.7M+201.5%	-$27.3M+62.2%	-$72.2M+60.4%	-$182.1M
Net realized capital gains (losses) on funds withheld assets	$43.2M-50.7%	$87.7M-46.8%	$165.0M-78.0%	$749.4M
Change in fair value of funds withheld embedded derivative	-$381.1M-185.2%	$447.4M+141.2%	-$1.09B-129.7%	$3.65B
Total revenues	$15.63B-3.1%	$16.13B+18.0%	$13.67B-22.1%	$17.54B
Benefits, claims and settlement expenses	$8.56B+6.1%	$8.07B+3.7%	$7.79B+17.4%	$6.63B
Liability for future policy benefits remeasurement (gain) loss	$56.4M-91.6%	$671.4M+1401.2%	-$51.6M+80.5%	-$264.5M
Market risk benefit remeasurement (gain) loss	$63.1M+108.3%	$30.3M+4.1%	$29.1M-76.8%	$125.3M
Dividends to policyholders	$91.7M-8.2%	$99.9M+12.0%	$89.2M-5.9%	$94.8M
Operating expenses	$5.43B+1.3%	$5.36B+5.8%	$5.07B+2.2%	$4.96B
Total expenses	$14.21B-0.2%	$14.24B+10.1%	$12.93B+11.9%	$11.55B
Income (loss) before income taxes	$1.42B-25.1%	$1.89B+155.8%	$738.8M-87.7%	$5.99B
Income taxes (benefits)	$160.5M-45.0%	$291.7M+324.6%	$68.7M-94.2%	$1.19B
Net income (loss)	$1.26B-21.4%	$1.60B+138.5%	$670.1M-86.0%	$4.80B
Net income (loss) attributable to noncontrolling interest	$70.4M+161.7%	$26.9M-42.6%	$46.9M+15.5%	$40.6M
Net income (loss) attributable to Principal Financial Group, Inc.	$1.19B-24.6%	$1.57B+152.1%	$623.2M-86.9%	$4.76B
Basic earnings per common share (in dollars per share)	$5320000.00-21.4%	$6770000.00+162.4%	$2580000.00-86.4%	$18940000.00
Diluted earnings per common share (in dollars per share)	$5250000.00-21.4%	$6680000.00+162.0%	$2550000.00-86.3%	$18630000.00

Source: SEC EDGAR XBRL. % change vs prior period shown where available.

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Source: SEC EDGAR 10-K and 10-Q filings. Last 4 years annual and quarterly free, full history (up to 20 years) on Pro.