Press Release: Principal Financial Group Announces Third Quarter 2025 Results

Dow Jones
Oct 28

Raises fourth quarter 2025 common stock dividend

DES MOINES, Iowa--(BUSINESS WIRE)--October 27, 2025-- 

Principal Financial Group$(R)$ (Nasdaq: PFG) announced results for third quarter 2025.

 
  Diluted earnings per common           Net income attributable to PFG 
             share               3Q25           (in millions)           3Q25 
Net income attributable to PFG   $0.95  Net income attributable to PFG  $214 
Non-GAAP net income                     Non-GAAP net income 
attributable to PFG, excluding          attributable to PFG, excluding 
exited business(1)               $2.06  exited business(1)              $466 
Non-GAAP operating earnings(1)   $2.10  Non-GAAP operating earnings(1)  $474 
 
 
 
Third Quarter 2025 Highlights             Deanna Strable, Chair, President and 
Non-GAAP operating earnings per           CEO of Principal(R) "Robust 
diluted share, excluding significant      operating performance delivered 
variances(2) , of $2.32 increased         strong EPS growth in the third 
13% over prior year quarter Returned      quarter driving ROE to the top of 
$398 million of capital to                our target range, underpinned by 
shareholders, including $225 million      sound business fundamentals, 
of share repurchases and $173             enhanced margin performance, and 
million of common stock dividends         strategic positioning in high-growth 
Raised fourth quarter 2025 common         market segments. Sustained free cash 
stock dividend to $0.79 per share, a      flow enabled investments across 
1-cent increase over third quarter        value-creating business 
2025, an 8% increase over fourth          opportunities and shareholder 
quarter 2024 and an 8% increase on a      distributions, while maintaining a 
trailing twelve-month basis Assets        strong capital position and 
under management (AUM) of $784            financial flexibility. Based on our 
billion, including $0.4 billion of        year-to-date execution and continued 
net cash flow; assets under               business momentum, we remain 
administration (AUA) of $1.8              confident in achieving our full-year 
trillion Strong financial position        guidance and advancing our strategic 
with $1.6 billion of excess and           initiatives." 
available capital 
 
 
 
 
Third Quarter Enterprise Results 
In millions except percentages, earnings per share, or otherwise noted 
 
                        Three Months Ended,         Trailing Twelve Months, 
                      3Q25      3Q24    % Change    3Q25      3Q24    % Change 
Net income (loss) 
 attributable to 
 PFG                 $213.8   $(220.0)    N/M     $1,573.5  $(206.1)    N/M 
Non-GAAP net 
 income 
 attributable to 
 PFG, excluding 
 exited business     $465.6    $419.1     11%     $1,550.8  $1,450.8     7% 
Non-GAAP operating 
 earnings            $473.7    $412.0     15%     $1,825.6  $1,632.9    12% 
 
Diluted earnings 
per common share 
Net income (loss) 
 attributable to 
 PFG                 $0.95    $(0.95)     N/M 
Non-GAAP net 
 income 
 attributable to 
 PFG, excluding 
 exited business     $2.06     $1.78      16% 
Non-GAAP operating 
 earnings            $2.10     $1.76      19% 
Non-GAAP operating 
 earnings, 
 excluding 
 significant 
 variances(2)        $2.32     $2.05      13% 
 
Assets under 
 administration 
 (billions)         $1,792.5  $1,691.0     6% 
Assets under 
 management 
 (billions)          $784.3    $740.6      6% 
AUM net cash flow 
 (billions)           $0.4     $(1.1)     N/M 
 

Third Quarter Segment Highlights(3)

   --  Retirement and Income Solutions pre-tax operating earnings4, excluding 
      the significant variances outlined in Exhibit 1, increased 8% on net 
      revenue5 growth of 4% and margin6 of 42% 
 
   --  Investment Management pre-tax operating earnings increased 9% on 
      management fee increase of 5% and margin7 expansion of 180 bps to 40% 
 
   --  Specialty Benefits record pre-tax operating earnings, excluding the 
      significant variances outlined in Exhibit 1, increased 28% on strong 
      underwriting results 
 
 
 
Segment Results(8) 
In millions except percentages, or otherwise noted except percentages or 
otherwise noted) 
 
Retirement and Income Solutions 
 
                      Three Months Ended,          Trailing Twelve Months, 
                   3Q25     3Q24    % Change     3Q25       3Q24     % Change 
Pre-tax 
 operating 
 earnings         $310.3   $246.1      26%     $1,166.2   $1,040.7      12% 
Net revenue       $751.7   $679.4      11%     $2,919.0   $2,762.2      6% 
Operating margin   41.3%    36.2%                40.0%      37.7% 
 
   --  Pre-tax operating earnings increased $64.2 million. Excluding the 
      significant variances outlined in Exhibit 1, pre-tax operating earnings 
      increased $22.5 million due to higher net revenue and disciplined expense 
      management. 
 
   --  Net revenue increased $72.3 million. Excluding the significant 
      variances outlined in Exhibit 1, net revenue increased $30.6 million 
      primarily due to growth in the business and favorable markets. 
 
 
 
Investment Management 
 
                          Three Months Ended,       Trailing Twelve Months, 
                         3Q25    3Q24   % Change    3Q25      3Q24    % Change 
Pre-tax operating 
 earnings               $173.5  $159.1     9%      $611.6    $544.1     12% 
Operating revenues 
 less pass-through 
 expenses(9)            $444.0  $427.8     4%     $1,724.7  $1,630.8     6% 
Operating margin        39.8%   38.0%              36.3%     34.0% 
Assets under 
 management 
 (billions)             $601.6  $572.8     5% 
 
   --  Pre-tax operating earnings increased $14.4 million primarily driven by 
      higher operating revenues less pass-through expenses and disciplined 
      expense management. 
 
   --  Operating revenues less pass-through expenses increased $16.2 million 
      primarily due to higher management fees. 
 
 
 
International Pension 
 
                           Three Months Ended,       Trailing Twelve Months, 
                          3Q25    3Q24   % Change   3Q25     3Q24    % Change 
Pre-tax operating 
 earnings                $101.2  $109.7    (8)%    $303.0   $320.4     (5)% 
Net revenue              $187.9  $195.4    (4)%    $630.6   $669.6     (6)% 
Operating margin(10)     53.9%   56.1%              48.0%    47.8% 
Assets under management 
 (billions)              $150.7  $138.3     9% 
 
   --  Pre-tax operating earnings decreased $8.5 million. Excluding the 
      significant variances outlined in Exhibit 1, pre-tax operating earnings 
      increased $2.0 million. 
 
   --  Net revenue decreased $7.5 million. Excluding the significant variances 
      outlined in Exhibit 1, net revenue decreased $1.8 million. 
 
 
 
Specialty Benefits 
 
                          Three Months Ended,       Trailing Twelve Months, 
                         3Q25    3Q24   % Change    3Q25      3Q24    % Change 
Pre-tax operating 
 earnings               $155.5  $101.7    53%      $536.5    $431.7     24% 
Premium and fees        $845.2  $818.8     3%     $3,340.5  $3,225.0     4% 
Operating margin(11)    18.4%   12.4%              16.1%     13.4% 
Incurred loss ratio     56.4%   62.7%              58.5%     61.6% 
 
   --  Pre-tax operating earnings increased $53.8 million. Excluding the 
      significant variances outlined in Exhibit 1, pre-tax operating earnings 
      increased $31.9 million due to more favorable underwriting experience 
      along with growth in the business. 
 
   --  Premium and fees increased $26.4 million driven by growth in the 
      business. 
 
   --  Incurred loss ratio was 56.4%. Excluding the significant variances 
      outlined in Exhibit 1, the incurred loss ratio of 58.1% improved due to 
      more favorable underwriting experience in group life, group disability 
      and group dental. 
 
 
 
Life Insurance 
 
                          Three Months Ended,        Trailing Twelve Months, 
                        3Q25     3Q24    % Change    3Q25     3Q24    % Change 
Pre-tax operating 
 earnings (losses)     $(69.0)  $(37.3)   (85)%    $(28.2)    $21.2     N/M 
Premium and fees       $248.9   $241.1      3%      $947.4   $928.7      2% 
Operating margin       (27.7)%  (15.5)%             (3.0)%    2.3% 
 
   --  Pre-tax operating earnings decreased $31.7 million. Excluding the 
      significant variances outlined in Exhibit 1, pre-tax operating earnings 
      decreased $2.7 million driven by less favorable mortality. 
 
   --  Premium and fees increased $7.8 million, as strong business market 
      growth more than offset the runoff of the legacy life business. 
 
 
 
Corporate 
 
                         Three Months Ended,        Trailing Twelve Months, 
                       3Q25     3Q24    % Change    3Q25      3Q24    % Change 
Pre-tax operating 
 losses               $(91.6)  $(79.4)   (15)%    $(382.3)  $(360.2)    (6)% 
 
   --  Pre-tax operating losses increased $12.2 million. Excluding the 
      significant variances outlined in Exhibit 1, pre-tax operating losses 
      increased $8.7 million primarily due to lower interest income and higher 
      operating expenses. 

Common Stock Dividend

   --  The company is announcing a fourth quarter cash dividend of $0.79 per 
      share to holders of common shares. The dividend will be payable on Dec 
      19, 2025, to shareholders of record as of Dec 3, 2025. 
 
 
 
 
Exhibit 1 Principal Financial Group Impact of Significant Variances(12) 
on Net Income Attributable to PFG; Non-GAAP Net Income Attributable to 
PFG, Excluding Exited Business; and Non-GAAP Operating Earnings In 
millions except per share data 
 
                      Three Months Ended,      Trailing Twelve Months, 
                         3Q25         3Q24         3Q25         3Q24 
Net income (loss) 
 attributable to 
 PFG                 $   (55.9)     $ (84.7)   $   (96.4)     $(134.4) 
(Income) loss from 
 exited business           6.1         20.6          6.1         20.6 
------------------      ------       ------       ------       ------ 
Non-GAAP net 
 income (loss) 
 attributable to 
 PFG, excluding 
 exited business         (49.8)       (64.1)       (90.3)      (113.8) 
Net realized 
 capital (gains) 
 losses, as 
 adjusted                  0.2         (3.7)         0.2         (3.7) 
------------------      ------       ------       ------       ------ 
Non-GAAP operating 
 earnings                (49.6)       (67.8)       (90.1)      (117.5) 
Income taxes             (10.5)       (12.9)       (21.5)       (30.3) 
------------------      ------       ------       ------       ------ 
Non-GAAP pre-tax 
 operating 
 earnings            $   (60.1)     $ (80.7)   $  (111.6)     $(147.8) 
 
Per diluted share: 
Net income (loss) 
 attributable to 
 PFG                 $   (0.25)     $ (0.36) 
(Income) loss from 
 exited business          0.03         0.09 
------------------      ------       ------ 
Non-GAAP net 
 income (loss) 
 attributable to 
 PFG, excluding 
 exited business         (0.22)       (0.27) 
Net realized 
 capital (gains) 
 losses, as 
 adjusted                    -        (0.02) 
------------------      ------       ------ 
Non-GAAP operating 
 earnings            $   (0.22)     $ (0.29) 
Weighted average 
 diluted common 
 shares 
 outstanding             225.2        233.8 
 
Segment pre-tax 
operating earnings 
(losses): 
Retirement and 
 Income Solutions    $    (4.5)     $ (46.2)   $   (45.6)     $ (94.2) 
 
    Investment 
     Management              -            -          4.8            - 
    International 
     Pension              28.5         39.0         22.7         39.1 
------------------      ------       ------       ------       ------ 
Principal Asset 
 Management               28.5         39.0         27.5         39.1 
 
    Specialty 
     Benefits              8.3        (13.6)        11.1        (24.6) 
    Life Insurance       (99.3)       (70.3)      (118.7)       (95.3) 
------------------      ------       ------       ------       ------ 
Benefits and 
 Protection              (91.0)       (83.9)      (107.6)      (119.9) 
 
Corporate                  6.9         10.4         14.1         27.2 
------------------      ------       ------       ------       ------ 
Total segment 
 pre-tax operating 
 earnings 
 (losses)            $   (60.1)     $ (80.7)   $  (111.6)     $(147.8) 
 
 

Income statement line item details of significant variances are available in our earnings conference call presentation on our website.

Earnings Conference Call

On Tuesday, Oct. 28, 2025, at 10:00 a.m. $(ET)$, Chair, President and Chief Executive Officer Deanna Strable and Executive Vice President and Chief Financial Officer Joel Pitz will lead a discussion of results and the impacts on future prospects, asset quality and capital adequacy during a live conference call, which can be accessed as follows:

   --  Via live Internet webcast. Please go to investors.principal.com at 
      least 10-15 minutes prior to the start of the call to register, and to 
      download and install any necessary audio software. 
 
   --  Analysts who will be asking questions will be sent a dial in number and 
      authorization code in advance of the call. 
 
   --  Replay of the earnings call via webcast as well as a transcript of the 
      call will be available after the call at investors.principal.com. 

The company's financial supplement and slide presentation is currently available at investors.principal.com, and may be referred to during the call.

Forward Looking Statements

This release contains statements that constitute forward--looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements relating to share repurchases and planned dividends, the realization of our growth and business strategies and results from ongoing operations. Forward--looking statements are made based upon our current expectations and beliefs concerning future developments and their potential effects on us. Such forward--looking statements are not guarantees of future performance and actual results may differ materially from the results anticipated in the forward-looking statements. We describe risks, uncertainties and factors that could cause or contribute to such material differences in our filings with the Securities and Exchange Commission, including in the "Risk Factors" and "Note Concerning Forward-Looking Statements" sections in our annual report on Form 10-K for the year ended Dec. 31, 2024, as updated or supplemented from time to time in subsequent filings. We assume no obligation to update any forward-looking statement for any reason, which speaks as of its date.

Use of Non-GAAP Financial Measures

The company uses a number of non-GAAP financial measures that management believes are useful to investors because they illustrate the performance of normal, ongoing operations, which is important in understanding and evaluating the company's financial condition and results of operations. They are not, however, a substitute for U.S. GAAP financial measures. Therefore, the company has provided reconciliations of the non-GAAP measures to the most directly comparable U.S. GAAP measure at the end of the release. The company adjusts U.S. GAAP measures for items not directly related to ongoing operations. However, it is possible these adjusting items have occurred in the past and could recur in future reporting periods. Management also uses non-GAAP measures for goal setting, as a basis for determining employee and senior management awards and compensation and evaluating performance on a basis comparable to that used by investors and securities analysts.

About Principal(R)13 Principal Financial Group(R) (Nasdaq: PFG) is a global financial company with approximately 20,000 employees(14) passionate about improving the wealth and well-being of people and businesses. In business for 146 years, we're helping over 70 million customers(14) plan, insure, invest, and retire, while working to support the communities where we do business, and building an inclusive workforce. Principal(R) is proud to be recognized as one of the 2025 World's Most Ethical Companies(15) and named as a "Best Places to Work in Money Management(16) ." Learn more about Principal and our commitment to building a better future at principal.com.

 
 
 
Summary of Principal Financial Group(R) and Segment Results 
 
                                    (in millions) 
                 Three Months Ended,       Trailing Twelve Months, 
Principal 
Financial 
Group, Inc. 
Results             3Q25       3Q24           3Q25           3Q24 
Net income 
 (loss) 
 attributable 
 to PFG         $    213.8   $ (220.0)   $   1,573.5      $  (206.1) 
(Income) loss 
 from exited 
 business            251.8      639.1          (22.7)       1,656.9 
-------------      -------    -------       --------       -------- 
Non-GAAP net 
 income 
 (loss) 
 attributable 
 to PFG 
 excluding 
 exited 
 business       $    465.6   $  419.1    $   1,550.8      $ 1,450.8 
Net realized 
 capital 
 (gains) 
 losses, as 
 adjusted              8.1       (7.1)         274.8          182.1 
-------------      -------    -------       --------       -------- 
Non-GAAP 
 Operating 
 Earnings*      $    473.7   $  412.0    $   1,825.6      $ 1,632.9 
Income taxes         106.2       87.8          381.2          365.0 
-------------      -------    -------       --------       -------- 
Non-GAAP 
 Pre-Tax 
 Operating 
 Earnings       $    579.9   $  499.8    $   2,206.8      $ 1,997.9 
 
Segment 
Pre-Tax 
Operating 
Earnings 
(Losses): 
Retirement 
 and Income 
 Solutions      $    310.3   $  246.1    $   1,166.2      $ 1,040.7 
Principal 
 Asset 
 Management          274.7      268.7          914.6          864.5 
Benefits and 
 Protection           86.5       64.4          508.3          452.9 
Corporate            (91.6)     (79.4)        (382.3)        (360.2) 
-------------      -------    -------       --------       -------- 
Total Segment 
 Pre-Tax 
 Operating 
 Earnings       $    579.9   $  499.8    $   2,206.8      $ 1,997.9 
 
 
 
 
 
Summary of Principal Financial Group(R) and Segment Results 
 
                                        Per Diluted Share 
                           Three Months Ended,      Nine Months Ended, 
                             3Q25        3Q24         3Q25        3Q24 
Net income (loss) 
 attributable to PFG      $      0.95  $  (0.95)   $      2.95  $   2.81 
(Income) loss from 
 exited business                 1.11      2.73           2.32      2.06 
-----------------------      --------   -------       --------   ------- 
Non-GAAP net income 
 (loss) excluding 
 exited business          $      2.06  $   1.78    $      5.27  $   4.87 
Net realized capital 
 (gains) losses, as 
 adjusted                        0.04     (0.03)          0.80      0.17 
Impact of dilutive 
 shares(17)                      0.00      0.01           0.00      0.00 
-----------------------      --------   -------       --------   ------- 
Non-GAAP Operating 
 Earnings                 $      2.10  $   1.76    $      6.07  $   5.04 
-----------------------      --------   -------       --------   ------- 
Impact of significant 
 variances(18)                   0.22      0.29           0.24      0.52 
-----------------------      --------   -------       --------   ------- 
Non-GAAP Operating 
 Earnings, excluding 
 significant variances    $      2.32  $   2.05    $      6.31  $   5.56 
-----------------------      --------   -------       --------   ------- 
Weighted-average 
 diluted common shares 
 outstanding (in 
 millions)                      225.2     233.8          226.8     236.6 
 
 
 

*U.S. GAAP (GAAP) net income attributable to PFG versus non-GAAP operating earnings

Management uses non-GAAP operating earnings, which is a financial measure that excludes the effect of net realized capital gains and losses, as adjusted, income (loss) from exited business and other after-tax adjustments the company believes are not indicative of overall operating trends, for goal setting, as a basis for determining employee and senior management awards and compensation and evaluating performance on a basis comparable to that used by investors and securities analysts. Note: it is possible these adjusting items have occurred in the past and could recur in future reporting periods. While these items may be significant components in understanding and assessing our consolidated financial performance, management believes the presentation of non-GAAP operating earnings enhances the understanding of results of operations by highlighting earnings attributable to the normal, ongoing operations of the company's businesses.

 
 
Selected Balance Sheet Statistics 
 
                                                         Period Ended, 
                                                        3Q25       4Q24 
Total assets (in billions)                            $   334.5  $   313.7 
Stockholders' equity (in millions)                    $11,717.9  $11,131.3 
Total common equity (in millions)                     $11,665.5  $11,086.4 
Total common equity excluding cumulative change in 
 fair value of funds withheld embedded derivative 
 and accumulated other comprehensive income (AOCI) 
 other than foreign currency translation adjustment 
 (in millions)                                        $12,333.3  $12,144.0 
End of period common shares outstanding (in 
 millions)                                                220.5      226.2 
Book value per common share                           $   52.90  $   49.01 
Book value per common share excluding cumulative 
 change in fair value of funds withheld embedded 
 derivative and AOCI other than foreign currency 
 translation adjustment                               $   55.93  $   53.69 
 
 
 
 
 
Principal Financial Group, Inc. 
 Reconciliation of U.S. GAAP to Non-GAAP Financial Measures 
 (in millions, except as indicated) 
 
                                                     Period Ended, 
                                                   3Q25        4Q24 
Stockholders' Equity, Excluding Cumulative 
Change in Fair Value of Funds Withheld 
Embedded Derivative and AOCI Other Than 
Foreign Currency Translation Adjustment, 
Available to Common Stockholders: 
Stockholders' equity                            $11,717.9   $11,131.3 
Noncontrolling interest                             (52.4)      (44.9) 
----------------------------------------------   --------    -------- 
Stockholders' equity available to common 
 stockholders                                    11,665.5    11,086.4 
Cumulative change in fair value of funds 
 withheld embedded derivative                    (2,021.6)   (2,381.3) 
AOCI, other than foreign currency translation 
 adjustment                                       2,689.4     3,438.9 
----------------------------------------------   --------    -------- 
Stockholders' equity, excluding cumulative 
 change in fair value of funds withheld 
 embedded derivative and AOCI other than 
 foreign currency translation adjustment, 
 available to common stockholders               $12,333.3   $12,144.0 
 
 
Book Value Per Common Share, Excluding 
Cumulative Change in Fair Value of Funds 
Withheld Embedded Derivative and AOCI Other 
Than Foreign Currency Translation Adjustment: 
Book value per common share                     $   52.90   $   49.01 
Cumulative change in fair value of funds 
 withheld embedded derivative and AOCI, other 
 than foreign currency translation adjustment        3.03        4.68 
----------------------------------------------   --------    -------- 
Book value per common share, excluding change 
 in fair value of funds withheld embedded 
 derivative and AOCI other than foreign 
 currency translation adjustment                $   55.93   $   53.69 
 
 
 
 
 
 
                  Principal Financial Group, Inc. 
     Reconciliation of U.S. GAAP to Non-GAAP Financial Measures 
                            (in millions) 
 
                    Three Months Ended,     Trailing Twelve Months, 
                        3Q25      3Q24          3Q25       3Q24 
Income Taxes: 
Total GAAP income 
 taxes (benefit)    $    14.5   $ (100.4)   $   260.0   $  (186.2) 
Net realized 
 capital gains 
 (losses) tax 
 adjustments              2.6       (7.6)        60.1        32.5 
Exited business 
 tax adjustments         66.9      170.0        (10.0)      440.6 
Income taxes 
 related to 
 equity method 
 investments and 
 noncontrolling 
 interest                22.2       25.8         71.1        78.1 
-----------------      ------    -------       ------    -------- 
Income taxes        $   106.2   $   87.8    $   381.2   $   365.0 
 
Net Realized 
Capital Gains 
(Losses): 
GAAP net realized 
 capital gains 
 (losses)           $    85.7   $   77.4    $  (114.6)  $   (51.4) 
 
Market value 
 adjustments to 
 fee revenues               -          -         (0.1)        1.1 
Net realized 
 capital gains 
 (losses) related 
 to equity method 
 investments              1.2        0.3          1.9        (9.0) 
Derivative and 
 hedging-related 
 revenue 
 adjustments            (25.7)      17.3        (82.6)       52.0 
Certain variable 
 annuity fees            17.2       17.7         68.2        71.9 
Sponsored 
 investment funds 
 and other 
 adjustments              9.1        6.4         35.1        25.0 
Capital gains 
 distributed -- 
 operating 
 expenses               (41.4)     (36.7)       (42.4)      (96.4) 
Amortization of 
 actuarial 
 balances                (4.3)      (0.3)       (10.5)       (0.6) 
Derivative and 
 hedging-related 
 expense 
 adjustments             (3.4)      (2.6)         0.8        (1.9) 
Market value 
 adjustments of 
 embedded 
 derivatives             (0.1)      (5.6)       (26.8)      (13.0) 
Market value 
 adjustments of 
 market risk 
 benefits               (13.2)     (40.8)       (78.9)      (75.9) 
Capital gains 
 distributed -- 
 cost of interest 
 credited               (17.6)      (4.8)       (34.2)      (85.4) 
Net realized 
 capital gains 
 (losses) tax 
 adjustments              2.6       (7.6)        60.1        32.5 
Net realized 
 capital gains 
 (losses) 
 attributable to 
 noncontrolling 
 interest, 
 after-tax              (18.2)     (13.6)       (50.8)      (31.0) 
-----------------      ------    -------       ------    -------- 
Total net 
 realized capital 
 gains (losses) 
 after-tax 
 adjustments            (93.8)     (70.3)      (160.2)     (130.7) 
-----------------      ------    -------       ------    -------- 
 
Net realized 
 capital gains 
 (losses), as 
 adjusted           $    (8.1)  $    7.1    $  (274.8)  $  (182.1) 
 
Income (Loss) 
from Exited 
Business: 
Pre-tax impacts 
of exited 
business: 
    Amortization 
     of 
     reinsurance 
     gains 
     (losses)       $   (18.3)  $  (46.4)   $  (180.7)  $  (492.2) 
    Other impacts 
     of exited 
     business           (34.3)     (25.3)      (138.9)       69.1 
    Net realized 
     capital 
     gains 
     (losses) on 
     funds 
     withheld 
     assets              (0.2)      39.4         13.3       151.1 
    Change in 
     fair value 
     of funds 
     withheld 
     embedded 
     derivative        (265.9)    (776.8)       339.0    (1,825.5) 
Tax impacts of 
 exited business         66.9      170.0        (10.0)      440.6 
-----------------      ------    -------       ------    -------- 
Total income 
 (loss) from 
 exited business    $  (251.8)  $ (639.1)   $    22.7   $(1,656.9) 
 
 
 
 
 
 
                    Principal Financial Group, Inc. 
       Reconciliation of U.S. GAAP to Non-GAAP Financial Measures 
                              (in millions) 
 
                  Three Months Ended,        Trailing Twelve Months, 
               -------------------------  ------------------------------ 
                    3Q25          3Q24          3Q25           3Q24 
                   -------       ------       --------       -------- 
Investment 
Management 
Operating 
Revenues Less 
Pass-Through 
Expenses: 
Operating 
 revenues       $    483.9      $ 466.4    $   1,879.4      $ 1,779.2 
Commissions 
 and other 
 expenses            (39.9)       (38.6)        (154.7)        (148.4) 
-------------      -------       ------       --------       -------- 
Operating 
 revenues 
 less 
 pass-through 
 expenses       $    444.0      $ 427.8    $   1,724.7      $ 1,630.8 
 
 
 
 
 
________________________________________ 
(1) Use of non-GAAP financial measures and their reconciliations to the most 
directly comparable GAAP measures are included in this release. Non-GAAP 
operating earnings for total company is after tax. 
(2) The total company impacts of significant variances, is after tax. See 
Exhibit 1 for details on the impact of 3Q 2025 and 3Q 2024 significant 
variances on net income attributable to PFG; non-GAAP net income attributable 
to PFG, excluding exited business; and non-GAAP operating earnings. 
(3) Segment amounts excluding significant variances are non-GAAP. See Exhibit 
1 for details on the impact of the significant variances. The company has 
determined these measures are more representative of underlying comparable 
operating results for the segments. 
(4) Pre-tax operating earnings = operating earnings before income taxes and 
after noncontrolling interest. 
(5) Net revenue = operating revenues less: benefits, claims and settlement 
expenses, liability for future policy benefits remeasurement (gain) loss, 
market risk benefit remeasurement (gain) loss, and dividends to 
policyholders. 
(6) Operating margin for Retirement and Income Solutions = pre-tax operating 
earnings divided by net revenue. 
(7) Operating margin for Investment Management = pre-tax operating earnings 
adjusted for noncontrolling interest divided by operating revenues less 
pass-through expenses. 
(8) Segment amounts excluding significant variances are non-GAAP. See Exhibit 
1 for details on the impact of the significant variances. The company has 
determined these measures are more representative of underlying comparable 
operating results for the segments. 
(9) The company has provided reconciliations of the non-GAAP measures to the 
most directly comparable U.S. GAAP measures at the end of the release. The 
company has determined this measure is more representative of underlying 
operating revenues growth for Investment Management as it removes commissions 
and other expenses that are collected through fee revenue and passed through 
expenses with no impact to pre-tax operating earnings. 
(10) Operating margin for International Pension = pre-tax operating earnings 
divided by net revenue. 
(11) Operating margin for Benefits and Protection = pre-tax operating earnings 
divided by premium and fees. 
(12) Significant variances (SVs) in 3Q25 include 1) lower than expected 
variable investment income in RIS, International Pension, Specialty Benefits, 
and Life Insurance, partially offset by higher than expected variable 
investment income in Corporate; 2) impact of higher than expected encaje 
performance and Latin American inflation in International Pension; 3) impacts 
of 2025 actuarial assumption review. SVs in 3Q24 include 1) lower than 
expected variable investment income in RIS, International Pension, Specialty 
Benefits and Life Insurance, partially offset by higher than expected variable 
investment income in Corporate; 2) impact of higher than expected encaje 
performance and Latin American inflation in Principal International; 3) 
impacts of 2024 actuarial assumption review; 4) impact of GAAP-only regulatory 
closed block adjustment in Life Insurance. SVs on a trailing twelve months in 
3Q25 include 1) lower than expected variable investment income in RIS, 
International Pension, Specialty Benefits, and Life Insurance, partially 
offset by higher than expected variable investment income in Corporate; 2) 
impacts of 2025 actuarial assumption review; 3) higher than expected encaje 
performance and Latin American inflation in International Pension; 4) impact 
from a one-time expense accrual release in RIS, Investment Management, 
Specialty Benefits, Life Insurance, and Corporate.; 5) impact of GAAP-only 
regulatory closed block adjustment in Life Insurance; 6) impact of model 
refinement in Specialty Benefits. SVs on a trailing twelve months in 3Q24 
include 1) lower than expected variable investment income in RIS, 
International Pension, Specialty Benefits, Life Insurance partially offset by 
higher than expected variable investment income in Corporate; 2) impacts of 
2024 actuarial assumption review; 3) higher than expected encaje performance, 
Latin American inflation, Latin American non-economic LDTI discount rate 
impacts, and other items in International Pension; 4) impact of GAAP-only 
regulatory closed block adjustment in Life Insurance. 
(13) Principal, Principal and symbol design and Principal Financial Group are 
trademarks and service marks of Principal Financial Services, Inc., a member 
of the Principal Financial Group. 
(14) As of September 30, 2025 
(15) Ethisphere, 2025 
(16) Pensions & Investments, 2023 
(17) When a net loss is reported, our basic weighted-average shares are used 
to calculate diluted earnings per share, as dilutive shares would have an 
antidilutive effect and result in a lower loss per share. 
(18) See Exhibit 1 for details on the impact of 3Q 2025 and 3Q 2024 
significant variances on net income attributable to PFG; non-GAAP net income 
attributable to PFG, excluding exited business; and non-GAAP operating 
earnings. 
 
 
 

View source version on businesswire.com: https://www.businesswire.com/news/home/20251027254269/en/

 
    CONTACT:    INVESTOR CONTACT: 

Humphrey Lee

877-909-1105

lee.humphrey@principal.com

MEDIA CONTACT:

Sara Bonney

515-878-0835

bonney.sara@principal.com

 
 

(END) Dow Jones Newswires

October 27, 2025 16:15 ET (20:15 GMT)

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