Principal Financial Group, Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026, with the SEC, reporting condensed consolidated financial results and balance sheet data for the three and nine months ended on that date.

Key Highlights

  • Total assets: $338,742.2 million as of September 30, 2026, compared with $341,376.5 million as of December 31, 2025, according to the filing.
  • Total investments: $107,714.9 million as of September 30, 2026, down from $110,901.5 million at December 31, 2025, the filing reported.
  • Net investment income: $1,160.8 million for the three months ended September 30, 2026, versus $1,200.5 million for the same period in 2025, per the filing.
  • Net realized capital losses: $(387.6) million for the three months ended September 30, 2026, compared with gains of $85.7 million in the prior-year quarter, the filing disclosed.
  • Total stockholders' equity attributable to Principal Financial Group, Inc.: $11,816.3 million as of September 30, 2026, versus $11,883.9 million at December 31, 2025.
  • Shares outstanding: 212,376,467 shares of common stock outstanding as of October 22, 2026, as stated in the filing.
  • Separate account assets: $194,816.2 million as of September 30, 2026, versus $193,622.6 million at December 31, 2025, the filing noted.

Principal Financial Group's Balance Sheet and Revenue Results for the Third Quarter of 2026

Principal Financial Group, Inc. (NASDAQ:PFG), a Delaware-incorporated financial services company headquartered at 711 High Street, Des Moines, Iowa, filed its quarterly report on Form 10-Q for the period ended September 30, 2026. The filing reported total assets of $338,742.2 million as of September 30, 2026, a decline from $341,376.5 million at December 31, 2025. Total investments fell to $107,714.9 million from $110,901.5 million over the same period, driven in part by a decrease in fixed maturities available-for-sale from $73,360.7 million to $70,515.6 million, according to the filing.

On the revenue side, the filing reported premiums and other considerations of $1,897.9 million for the three months ended September 30, 2026, up from $1,532.8 million in the comparable prior-year period. Fees and other revenues were $1,144.1 million for the third quarter of 2026, compared with $1,128.7 million in the third quarter of 2025. For the nine months ended September 30, 2026, net investment income was $3,661.6 million versus $3,529.0 million in the nine months ended September 30, 2025. Net realized capital losses were $(400.0) million for the nine months ended September 30, 2026, compared with losses of $(26.0) million for the same period in 2025, the filing disclosed.

On the liability side, contractholder funds rose to $47,746.8 million from $45,380.3 million at year-end 2025, while future policy benefits and claims declined to $45,401.7 million from $51,749.7 million. Long-term debt increased to $4,326.2 million from $3,926.3 million. The accumulated other comprehensive loss widened to $(4,643.0) million from $(4,188.4) million. Treasury stock stood at $(14,020.8) million, reflecting 286,788,935 shares repurchased as of September 30, 2026, according to the filing. The company indicated it is classified as a large accelerated filer and is not a shell company.

What Was Disclosed

Principal Financial Group filed its third-quarter 2026 Form 10-Q disclosing condensed consolidated balance sheet data and income statement results for the three and nine months ended September 30, 2026, including total assets of $338,742.2 million and net realized capital losses of $(387.6) million for the quarter.