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PRINCIPAL FINANCIAL GROUP INC

LISTEDNASDAQ

SYMBOLPFG

SIC6321

STATE OF INC.DE

FISCAL YEAR ENDSDecember 31

CIK1126328

ACCIDENT & HEALTH INSURANCE · LARGE ACCELERATED FILER · 10 FISCAL YEARS OF SEC XBRL DATA, 2016–2025

Fiscal years labelled by the calendar year in which they end. Bars in $ billions; per-share figures as reported.

CAPITALIZATION 12/31/25

($ millions)	Amount	%
Total debt	3,954	25.0
Stockholders' equity	11,884	75.0
Total capitalization	15,838	100.0

216,012,384 shares outstanding at 22 April 2026 (cover page of the 10-Q filed 29 April 2026).

LONG-TERM DEBT 12/31/25

($ millions)	Amount
Long-term debt, incl. current maturities	3,926
Short-term borrowings / commercial paper	28

CAPITAL STOCK 12/31/25

Common shares authorized	2,500,000,000
Common shares issued	496,884,232
Treasury shares	279,503,320
Par or stated value per share ($)	0.01
Outstanding at 4/22/26	216,012,384

DIVIDENDS DECLARED/PAID

Fiscal year	Per share $	Payout %
2025	3.08	58.7
2024	2.85	42.7
2023	2.60	102.0
2022	2.56	13.7
2021	–	–

HISTORY AND BUSINESS

HISTORY: Incorporated in Delaware.

BUSINESS: Classified by the SEC under Standard Industrial Classification 6321, Accident & Health Insurance. Large accelerated filer. Principal executive office: 711 High Street, Des Moines, IA 50392. Fiscal year ends December 31. For a description of the business, see Item 1 of the latest 10-K.

CONSOLIDATED INCOME ACCOUNT, YEARS ENDED

($ millions)	12/31/25	12/31/24	12/31/23
Premiums earned	6,780	6,850	6,471
Net investment income	4,730	4,449	4,092
Total revenues	15,626	16,128	13,666
Benefits, losses and expenses	14,210	14,238	12,927
Income before income taxes	1,041	1,662	413
Income taxes	160	292	69
Net income	1,185	1,571	623
Earned per share, diluted ($)	5.25	6.68	2.55
Dividends per share ($)	3.08	2.85	2.60

CONSOLIDATED BALANCE SHEET

($ millions)	12/31/25	12/31/24
Total investments	110,902	103,376
Cash and equivalents	4,431	4,212
Total assets	341,376	313,664
Policy liabilities and reserves	39,994	36,831
Debt	3,926	3,955
Total liabilities	328,985	302,195
Stockholders' equity	11,884	11,086

TEN-YEAR STATISTICS: FISCAL YEARS ($ millions except per share)

Fiscal year ended	Revenues	Oper. income	Net income	Net margin %	EPS diluted $	Div. per share $	Oper. cash flow	Total assets	Total liabilities	Total debt	Deposits	Stockholders' equity	ROE %	Debt / equity
12/31/25	15,626	–	1,185	7.6	5.25	3.08	4,537	341,376	328,985	3,954	–	11,884	10.0	0.33
12/31/24	16,128	–	1,571	9.7	6.68	2.85	4,603	313,664	302,195	4,108	–	11,086	14.2	0.37
12/31/23	13,666	–	623	4.6	2.55	2.60	3,792	305,047	293,836	3,992	–	10,916	5.7	0.37
12/31/22	17,536	–	4,757	27.1	18.63	2.56	3,173	290,867	280,587	4,078	–	9,977	47.7	0.41
12/31/21	14,428	–	1,580	11.0	5.79	–	3,254	304,657	288,199	4,360	–	16,069	9.8	0.27
12/31/20	14,742	–	1,396	9.5	5.05	–	3,709	296,628	279,755	4,364	–	16,559	8.4	0.26
12/31/19	16,222	–	1,394	8.6	4.96	–	5,493	276,088	261,137	3,828	–	14,618	9.5	0.26
12/31/18	14,237	–	1,546	10.9	5.36	–	5,156	243,036	231,189	3,302	–	11,390	13.6	0.29
12/31/17	14,093	–	2,310	16.4	7.88	1.87	4,188	253,941	240,918	3,218	–	12,849	18.0	0.25
12/31/16	12,394	–	1,316	10.6	4.50	1.61	3,858	228,014	217,623	3,177	–	10,227	12.9	0.31

Net margin = net income ÷ revenues; ROE = net income ÷ year-end stockholders’ equity; total debt = long-term debt including current maturities plus short-term borrowings/commercial paper, as tagged in XBRL; capital expenditure and free cash flow are not shown for banks and insurers, where they are not meaningful; d = derived as total assets − total equity where the filing does not tag total liabilities; – = not reported in XBRL for that year.

REGISTRANT:

PRINCIPAL FINANCIAL GROUP INC
CIK 1126328 · EIN 42-1520346

PRINCIPAL OFFICE:

711 High Street, Des Moines, IA 50392
Tel.: 5152475111

INCORPORATED:

Delaware

INDUSTRY (SEC SIC CODE):

6321 · Accident & Health Insurance

FILER STATUS:

Large accelerated filer

LATEST ANNUAL REPORT:

10-K for period ended 12/31/25, filed 18 February 2026

RECENT FILINGS (ANNUAL REPORT REFERENCES BELOW):

9/10/26	8-K	period 9/9/26
7/29/26	10-Q	period 6/30/26
7/27/26	8-K	period 7/27/26
7/20/26	8-K	period 7/20/26
6/1/26	8-K	period 5/27/26
5/20/26	8-K	period 5/20/26
4/29/26	10-Q	period 3/31/26
4/23/26	8-K	period 4/23/26

Sources: SEC XBRL company facts (all financial figures) · SEC submissions (registrant, address, SIC, filings) · annual reports: 10-K FY2025 (filed 2/18/26) · 10-K FY2024 (filed 2/19/25) · 10-K FY2023 (filed 2/20/24) · 10-K FY2022 (filed 2/16/23) · 10-K FY2021 (filed 2/11/22) · 10-K FY2020 (filed 2/12/21) · 10-K FY2019 (filed 2/14/20) · 10-K FY2018 (filed 2/13/19). Values are the latest figures filed for each fiscal year (restated where a later 10-K restated them). Ratios and free cash flow are Pathos calculations from those figures. Retrieved 31 October 2026.