Tables in the 10-Q of PFG

Tables in the 10-Q of PRINCIPAL FINANCIAL GROUP INC

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		Page
PART I - FINANCIAL INFORMATION

Item 1.	Financial Statements	3

	Condensed Consolidated Statements of Financial Position as of June 30, 2026 (Unaudited) and December 31, 2025	3

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	June 30,		December 31,
	2026		2025
	(Unaudited)
	(in millions, except share amounts)
Assets
Fixed maturities, available-for-sale (1)	$73,986.3		$73,360.7
Fixed maturities, trading (2026 and 2025 include $150.6 million and $185.0 million related to consolidated variable interest entities)		1,087.7		1,243.8

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions, except per share data)
Revenues
Premiums and other considerations	$1,460.8		$1,396.5	$2,608.9	$3,147.8
Fees and other revenues		1,146.0		1,082.6		2,263.3	2,160.3

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Net income	$430.3		$433.5	$843.2	$496.4
Other comprehensive income, net:
Net unrealized gains (losses) on available-for-sale securities		196.0		248.9		(382.5)	838.3

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									Accumulated
				Additional				other					Total
	Common		paid-in		Retained	comprehensive		Treasury		Noncontrolling	stockholders’
	stock		capital		earnings	loss		stock		interest	equity
	(in millions)
Balances as of April 1, 2025	$5.0		$11,157.8		$17,459.3	$(4,785.9)		$(12,619.4)		$51.5	$11,268.3
Common stock issued		—			13.3		—			—		—	—	13.3

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									Accumulated
				Additional			other						Total
	Common		paid-in		Retained	comprehensive		Treasury		Noncontrolling	stockholders’
	stock		capital		earnings	loss		stock		interest	equity
	(in millions)
Balances as of January 1, 2025	$4.9		$11,100.9		$17,583.5	$(5,224.8)		$(12,378.1)		$44.9	$11,131.3
Common stock issued		0.1			27.2		—			—		—		—	27.3

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	For the six months ended
	June 30,
	2026	2025
	(in millions)
Net cash provided by operating activities	$2,264.5	$1,789.2
Investing activities
Fixed maturities available-for-sale and equity securities with intent to hold:

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Description	Date of adoption	Effect on our consolidated financial statements or other significant matters
Standards not yet adopted:
Accounting for internal-use softwareThis authoritative guidance aligns the accounting for internal-use software with the method used to develop the software, which will lead to consistency in determining when software capitalization should begin.	January 1, 2028	We are currently evaluating the impact this guidance will have on our consolidated financial statements.
Disaggregation of income statement expensesThis authoritative guidance expands the disclosures about a public entity’s expenses and addresses requests for more granular information about the types of expenses in commonly presented expense categories.	December 31, 2027	We are currently evaluating the impact this guidance will have on our notes to the consolidated financial statements.
Credit losses on purchased loansThis authoritative guidance expands application of the gross up method for credit losses from purchased financial assets with credit deterioration to certain acquired loans categorized as purchased seasoned loans.	January 1, 2027	We are currently evaluating the impact this guidance will have on our consolidated financial statements.
Hedge accounting improvementsThis authoritative guidance aims to more closely align financial reporting with the economics of an entity’s risk management activities by expanding and refining the hedge accounting guidance in five key areas:1.Similar risk assessment for cash flow hedges2.Hedging forecasted interest payments on choose-your-rate debt3.Cash flow hedges of non-financial forecasted transactions4.Net written options as hedging instruments5.Dual hedges	January 1, 2027	We are currently evaluating the impact this guidance will have on our consolidated financial statements.
Standards adopted:
Improvements to income tax disclosuresThis authoritative guidance provides improvements to income tax disclosures for annual periods primarily related to the rate reconciliation and income taxes paid information.	December 31, 2025	The enhanced disclosures can be found in Item 8. “Financial Statements and Supplementary Data, Notes to Consolidated Financial Statements, Note 14, Income Taxes” in our Annual Report on Form 10-K for the year ended December 31, 2025.

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	June 30, 2026		December 31, 2025
	Total		Total	Total	Total
	assets		liabilities	assets	liabilities
	(in millions)
Mandatory retirement savings funds (1)	$43,756.7		$43,323.8	$41,865.2	$41,450.5
Real estate (2)		916.2		27.3		883.4	34.2
Sponsored investment funds (3)		1,116.0		25.1		851.4	16.3

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				Maximum exposure to
	Asset carrying value		loss (1)
	(in millions)
June 30, 2026
Fixed maturities, available-for-sale:
Corporate	$263.1		$310.7
Residential mortgage-backed pass-through securities		3,662.8			3,769.7

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Gross

Allowance

Amortized

unrealized

for credit

cost (1)

gains

losses

loss

Fair value

(in millions)

June 30, 2026

Fixed maturities, available-for-sale:

U.S. government and agencies

$2,270.0

$2.3

$291.3

$—

$1,981.0

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Gross

Allowance

Amortized

unrealized

for credit

cost (1)

gains

losses

loss

Fair value

(in millions)

December 31, 2025

Fixed maturities, available-for-sale:

U.S. government and agencies

$2,126.2

$9.6

$268.1

$0.1

$1,867.6

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	Amortized cost (1)		Fair value
	(in millions)
Due in one year or less	$1,578.7		$1,556.4
Due after one year through five years		10,609.9		10,486.2
Due after five years through ten years		9,857.6		9,811.5
Due after ten years		29,515.9		25,853.0
Subtotal		51,562.1		47,707.1

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	For the three months ended June 30,		For the six months ended June 30,
	2026		2025	2026	2025
	(in millions)
Fixed maturities, available for sale:
Gross gains	$2.4		$4.8	$2.5	$5.6
Gross losses		(44.6)		(23.5)		(45.8)	(53.8)
Net credit losses (1)		(9.8)		(3.8)		(42.2)	(8.8)

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For the three months ended June 30, 2026

Residential

mortgage-

Commercial

Collateralized

U.S.

States and

backed pass-

mortgage-

debt

Other

government

Non-U.S.

political

through

backed

obligations

debt

and agencies

governments

subdivisions

Corporate

securities

(1)

obligations

Total

(in millions)

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For the three months ended June 30, 2025

Residential

mortgage-

Commercial

Collateralized

U.S.

States and

backed pass-

mortgage-

debt

Other

government

Non-U.S.

political

through

backed

obligations

debt

and agencies

governments

subdivisions

Corporate

securities

(1)

obligations

Total

(in millions)

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For the six months ended June 30, 2026

Residential

mortgage-

backed

Commercial

Collateralized

U.S.

States and

pass-

mortgage-

debt

Other

government

Non-U.S.

political

through

backed

obligations

debt

and agencies

governments

subdivisions

Corporate

securities

(1)

obligations

Total

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For the six months ended June 30, 2025

Residential

mortgage-

backed

Commercial

Collateralized

U.S.

States and

pass-

mortgage-

debt

Other

government

Non-U.S.

political

through

backed

obligations

debt

and agencies

governments

subdivisions

Corporate

securities

(1)

obligations

Total

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June 30, 2026

Less than

Greater than or equal to

twelve months

Total

Gross

Fair

unrealized

Fair

unrealized

Fair

unrealized

value

losses

value

losses

value

losses

(in millions)

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December 31, 2025

Less than

Greater than or

twelve months

equal to twelve months

Total

Gross

Fair

unrealized

Fair

unrealized

Fair

unrealized

value

losses

value

losses

value

losses

(in millions)

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	June 30, 2026		December 31, 2025
	(in millions)
Net unrealized losses on fixed maturities, available-for-sale (1)	$(4,564.3)		$(4,081.8)
Net unrealized gains (losses) on derivative instruments		1.4		(40.0)
Adjustments for assumed changes in amortization patterns		4.7		4.2
Adjustments for assumed changes in policyholder liabilities		31.1		21.2
Net unrealized losses on other investments and noncontrolling interest adjustments		(80.1)		(58.3)

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	June 30, 2026
	2026		2025	2024	2023		2022	Prior	Total
	(in millions)
Commercial mortgage loans:
A- and above	$568.0		$1,640.8	$1,180.0	$815.0		$1,074.3	$8,220.4	$13,498.5
BBB+ thru BBB-		139.0		183.9		200.7		24.8		69.0	1,120.0	1,737.4
BB+ thru BB-		88.0		110.9		75.7		44.6		102.2	199.7	621.1

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	December 31, 2025
	2025		2024	2023	2022		2021	Prior	Total
	(in millions)
Commercial mortgage loans:
A- and above	$1,568.5		$1,315.6	$900.9	$1,079.7		$1,738.8	$6,878.7	$13,482.2
BBB+ thru BBB-		200.9		189.7		151.6		172.1		116.2	1,187.9	2,018.4
BB+ thru BB-		111.0		64.2		109.5		215.8		11.1	120.7	632.3

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June 30, 2026
		Amortized cost
Beginning	Ending	of nonaccrual
amortized cost	amortized cost	assets without
on nonaccrual	on nonaccrual	a valuation
status	status	allowance
(in millions)

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December 31, 2025
			Amortized cost
Beginning	Ending	of nonaccrual
amortized cost	amortized cost	assets without
on nonaccrual	on nonaccrual	a valuation
status	status	allowance
(in millions)

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	For the three months ended June 30,		For the six months ended June 30,
	2026		2025	2026	2025
	(in millions)
Commercial mortgage loans	$—		$0.8	$0.5	$0.8
Residential mortgage loans		0.2		0.2		0.3	0.3
Total	$0.2		$1.0	$0.8	$1.1

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June 30, 2026

Amortized

cost

90 days or

30-59 days

60-89 days

more past

Total past

more and

past due

due

Current

Total (1)

accruing

(in millions)

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December 31, 2025

Amortized

cost

90 days or

30-59 days

60-89 days

more past

Total past

more and

past due

due

Current

Total (1)

accruing

(in millions)

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	For the three months ended June 30, 2026
	Commercial		Direct	Residential	Reinsurance
	mortgage loans		financing leases	mortgage loans	recoverables		Total
	(in millions)
Beginning balance	$149.4		$9.0	$14.9	$3.2		$176.5
Provision		20.0		(1.1)		(0.2)		(0.1)	18.6
Foreign currency translation adjustment		—		0.1		—		—	0.1

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	For the three months ended June 30, 2025
	Commercial		Direct	Residential	Reinsurance
	mortgage loans		financing leases	mortgage loans	recoverables		Total
	(in millions)
Beginning balance	$185.1		$3.2	$10.2	$3.2		$201.7
Provision		10.5		(0.1)		3.3		—	13.7
Charge-offs		—		—		(0.1)		—	(0.1)

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For the six months ended June 30, 2026

Commercial

Direct

Residential

mortgage

financing

mortgage

Reinsurance

loans

leases

loans

recoverables

Total

(in millions)

Beginning balance

$187.4

$8.9

$16.6

$3.2

$216.1

Provision

12.2

(0.7)

(1.9)

(0.1)

9.5

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For the six months ended June 30, 2025

Commercial

Direct

Residential

mortgage

financing

mortgage

Reinsurance

loans

leases

loans

recoverables

Total

(in millions)

Beginning balance

$188.6

$3.0

$7.3

$3.3

$202.2

Provision

8.2

(0.1)

2.4

(0.1)

10.4

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Commercial mortgage loans:
Purchased (1)	$124.6		$30.4	$124.6	$70.3
Sold (2)		308.5		40.3		356.6	109.2

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	June 30, 2026		December 31, 2025
	Amortized		Percent		Amortized	Percent
	cost		of total		cost	of total
	($ in millions)
Geographic distribution
New England	$409.1		2.5%		$440.8	2.7%
Middle Atlantic		4,585.0		28.6		4,402.6	26.6

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Gross amounts not offset in the

consolidated statements

of financial position

Gross amount

of recognized

Financial

Collateral

assets (1)

instruments (2)

received

Net amount

(in millions)

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Gross amounts not offset in the

consolidated statements

of financial position

Gross amount

of recognized

Financial

Collateral

liabilities (1)

instruments (2)

pledged

Net amount

(in millions)

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	June 30, 2026		December 31, 2025
	(in millions)
Notional amounts of derivative instruments
Interest rate contracts:
Interest rate swaps	$63,019.9		$60,267.1
Interest rate options		4,528.0		3,578.0
Interest rate futures		2,504.7		1,994.7

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	Derivative assets (1)		Derivative liabilities (2)
	June 30, 2026		December 31, 2025	June 30, 2026	December 31, 2025
	(in millions)
Derivatives designated as hedging instruments
Interest rate contracts	$—		$—	$74.3	$69.8
Foreign exchange contracts		182.9		144.6		110.3	138.8
Total derivatives designated as hedging instruments	$182.9		$144.6	$184.6	$208.6

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	June 30, 2026
						Weighted
				Maximum	average
	Notional	Fair	future	expected life
	amount	value	payments	(in years)
	(in millions)
Single name credit default swaps

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	December 31, 2025
						Weighted
				Maximum	average
	Notional	Fair	future	expected life
	amount	value	payments	(in years)
	(in millions)
Single name credit default swaps

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Cumulative amount of fair

value hedging basis adjustment

Line item in the consolidated statements

increase/(decrease) included in the

of financial position in which the

Carrying amount of hedged item

carrying amount of the hedged item

hedged item is included

June 30, 2026

December 31, 2025

June 30, 2026

December 31, 2025

(in millions)

Fixed maturities, available-for-sale (1):

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		Amount of gain (loss) recognized
		in AOCI on derivatives
		For the three months ended	For the six months ended
Derivatives in cash		June 30,	June 30,
flow hedging relationships	Related hedged item	2026	2025	2026	2025
		(in millions)
Interest rate contracts	Fixed maturities, available-for-sale	$0.8	$4.0	$(14.4)	$10.5

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For the three months ended June 30, 2026
		Net realized
Net investment	capital gains		Benefits, claims
income related	(losses) related to		and settlement
to hedges of	hedges of fixed		expenses related
fixed maturities,	maturities,		to hedges of
available-for-sale	available-		investment

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For the three months ended June 30, 2025
		Net realized
Net investment	capital gains		Benefits, claims
income related	(losses) related to		and settlement
to hedges of	hedges of fixed		expenses related
fixed maturities,	maturities,		to hedges of
available-for-sale	available-		investment

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For the six months ended June 30, 2026
Net investment
income related to	Net realized capital	Benefits, claims and
hedges of fixed	gains (losses)	settlement expenses
maturities,	related to hedges of	related to hedges of
available-for-sale	fixed maturities,	investment
and mortgage loans	available-for-sale	contracts

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For the six months ended June 30, 2025
Net investment
income related to	Net realized capital	Benefits, claims and
hedges of fixed	gains (losses)	settlement expenses
maturities,	related to hedges of	related to hedges of
available-for-sale	fixed maturities,	investment
and mortgage loans	available-for-sale	contracts

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Amount of loss

Amount of loss recognized

reclassified from AOCI into

in AOCI on derivatives

net realized capital gains (losses)

for the three months ended

June 30,

Derivatives in net investment hedging relationships

2026

2025

2026

2025

(in millions)

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Amount of loss

Amount of loss recognized

reclassified from AOCI into

in AOCI on derivatives

net realized capital gains (losses)

for the six months ended

June 30,

Derivatives in net investment hedging relationships

2026

2025

2026

2025

(in millions)

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	Amount of gain (loss) recognized in		Amount of gain (loss) recognized in
	net income on derivatives for the		net income on derivatives for the
	three months ended June 30,		six months ended June 30,
Derivatives not designated as hedging instruments	2026		2025	2026	2025
	(in millions)
Interest rate contracts	$7.8		$(148.0)	$2.8	$(186.6)
Foreign exchange contracts		(3.8)		(5.0)		13.5	16.0

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	June 30, 2026		December 31, 2025
	(in millions)
Retirement and Income Solutions:
Workplace savings and retirement solutions	$532.0		$528.9
Individual variable annuities		406.0		385.3
Pension risk transfer		26.1		24.8
Individual fixed deferred annuities		58.8		66.9

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Workplace

Individual

savings and

Individual

Pension

fixed

retirement

variable

risk

deferred

Investment

solutions

annuities

transfer

annuities

only

(in millions)

Balances as of January 1, 2025

$515.5

$323.4

$21.1

$84.2

$13.0

Costs deferred

50.9

96.9

5.0

—

2.6

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	Specialty Benefits		Life Insurance
	Individual
	disability		Universal life	Term life	Participating life
	(in millions)
Balances as of January 1, 2025	$696.9		$1,527.7	$710.8	$77.8
Costs deferred		71.9		81.2		75.6	1.2
Amortized to expense		(54.0)		(94.6)		(62.9)	(8.0)

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	For the six months ended		For the year ended
	June 30, 2026		December 31, 2025
	(in millions)
Balance at beginning of period	$532.9		$510.1
Deferrals		28.7		56.0
Revenue recognized		(17.2)		(33.2)
Balance at end of period		544.4		532.9

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	June 30, 2026		December 31, 2025
	(in millions)
Fixed maturities:
U.S. government and agencies	$10,446.7		$10,027.9
Non-U.S. governments		9,072.5		9,122.1
States and political subdivisions		147.4		162.3
Corporate		13,279.2		13,404.2

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	June 30, 2026		December 31, 2025
	(in millions)
Retirement and Income Solutions:
Group retirement contracts	$143,243.9		$136,674.3
Individual variable annuities		7,086.9		7,364.9
Total Retirement and Income Solutions		150,330.8		144,039.2
Principal Asset Management – International Pension:

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For the six months ended

For the year ended

June 30, 2026

December 31, 2025

Group

Individual

Group

Individual

retirement

variable

retirement

variable

contracts

annuities

contracts

annuities

(in millions)

Balance at beginning of period

$136,674.3

$7,364.9

$125,103.1

$8,334.9

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	For the six months ended		For the year ended
	June 30, 2026		December 31, 2025
	(in millions)
Balance at beginning of period	$41,450.5		$32,802.2
Premiums and deposits		2,129.2		3,546.2
Policy charges		(10.3)		(17.7)
Surrenders, withdrawals and benefit payments		(2,261.1)		(3,962.7)

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	For the six months ended		For the year ended
	June 30, 2026		December 31, 2025
	(in millions)
Balance at beginning of period	$7,807.9		$6,806.7
Premiums and deposits (1)		291.5		572.7
Policy charges		(69.7)		(135.4)
Surrenders, withdrawals and benefit payments (1)		(243.8)		(374.4)

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	June 30, 2026		December 31, 2025
	(in millions)
Retirement and Income Solutions:
Workplace savings and retirement solutions	$16,828.8		$15,808.1
Individual variable annuities		5,626.9		4,273.0
Individual fixed deferred annuities		3,364.8		3,728.0
Total Retirement and Income Solutions		25,820.5		23,809.1

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For the six months ended June 30, 2026

For the year ended December 31, 2025

Workplace

savings and

Individual

savings and

Individual

retirement

variable

fixed deferred

retirement

variable

fixed deferred

solutions

annuities

annuities (1)

solutions

annuities

annuities (1)

($ in millions)

Balance at beginning of period

$15,808.1

$4,273.0

$3,728.0

$13,982.8

$1,906.7

$4,460.7

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	For the six months ended		For the year ended
	June 30, 2026		December 31, 2025
	($ in millions)
Balance at beginning of period	$6,867.5		$6,953.7
Premiums and deposits		672.7		1,305.7
Policy charges		(444.0)		(886.0)
Surrenders, withdrawals and benefit payments		(556.5)		(587.7)

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June 30, 2026

Excess of crediting rates over GMIR

Up to 0.50%

0.51% to 1.00%

1.01% to 2.00%

2.01% or more

At GMIR

above GMIR

Total

(in millions)

Retirement and Income Solutions

Workplace savings and retirement solutions

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December 31, 2025

Excess of crediting rates over GMIR

Up to 0.50%

0.51% to 1.00%

1.01% to 2.00%

2.01% or more

At GMIR

above GMIR

Total

(in millions)

Retirement and Income Solutions

Workplace savings and retirement solutions

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	June 30, 2026		December 31, 2025
	(in millions)
Liability for future policy benefits by segment (1):
Retirement and Income Solutions:
Pension risk transfer	$26,999.0		$27,349.3
Individual fixed income annuities		4,180.4		4,367.4
Total Retirement and Income Solutions		31,179.4		31,716.7

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	For the six months ended June 30,
	2026		2025
	(in millions)
Balance at beginning of period	$1,342.4		$1,379.9
Less: reinsurance recoverable		62.6		61.2
Net balance at beginning of period		1,279.8		1,318.7
Incurred:

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	Gross premiums or assessments (1)
	For the three months ended	For the six months ended
	June 30,	June 30,
	2026	2025	2026	2025
	(in millions)
Retirement and Income Solutions:
Pension risk transfer (2)	$485.0	$444.0	$653.4	$1,250.1

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	Interest accretion (1)
	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
		(in millions)
Retirement and Income Solutions:
Pension risk transfer	$324.6		$308.1	$650.6	$608.6

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For the six months ended

For the year ended

June 30, 2026

December 31, 2025

Pension

Individual

Pension

Individual

risk

fixed income

risk

fixed income

transfer

annuities

transfer

annuities

($ in millions)

Present value of expected future policy benefit payments

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	For the six months ended		For the year ended
	June 30, 2026		December 31, 2025
	($ in millions)
Present value of expected future policy benefit payments
Balance at beginning of period	$4,600.5		$4,126.9
Effect of changes in discount rate assumptions at beginning of period		(493.5)		(368.4)
Balance at beginning of period at original discount rate		4,107.0		3,758.5

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For the six months ended

For the year ended

June 30, 2026

December 31, 2025

Specialty

Life

Specialty

Life

Benefits

Insurance

Benefits

Insurance

Individual

disability

Term life

disability

Term life

($ in millions)

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	For the six months ended		For the year ended
	June 30, 2026		December 31, 2025
	($ in millions)
Balance at beginning of period	$6,604.8		$6,037.2
Effect of changes in cash flow assumptions		—		6.8
Effect of actual variances from expected experience		35.2		18.5
Interest accrual		150.3		282.4

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	For the six months ended		For the year ended
	June 30, 2026		December 31, 2025
	($ in millions)
Present value of expected net premiums
Balance at beginning of period	$32.4		$30.8
Effect of changes in discount rate assumptions at beginning of period		(2.0)		(1.3)
Balance at beginning of period at original discount rate		30.4		29.5

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	June 30, 2026	December 31, 2025
	(in millions)
Retirement and Income Solutions:
Pension risk transfer
Expected undiscounted future benefit payments	$42,577.0	$42,601.7

Individual fixed income annuities

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	Interest accretion rate	Current discount rate
	June 30, 2026	December 31, 2025	June 30, 2026	December 31, 2025
Retirement and Income Solutions:
Pension risk transfer	4.72%	4.70%	5.49%	5.28%
Individual fixed income annuities	4.22%	4.22%	5.41%	5.16%
Principal Asset Management – International Pension (1):
Latin America:

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	June 30, 2026	December 31, 2025
				Net asset			Net asset
	Asset	Liability	(liability)	Asset	Liability	(liability)
	(in millions)
Retirement and Income Solutions:
Individual variable annuities	$202.8	$65.9	$136.9	$197.1	$66.9	$130.2
Total MRB per consolidated statements of financial position	$202.8	$65.9	$136.9	$197.1	$66.9	$130.2

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	For the six months ended		For the year ended
	June 30, 2026		December 31, 2025
	($ in millions)
Balance at beginning of period	$130.2		$137.4
Effect of changes in nonperformance risk at beginning of period		17.0		19.0
Adjusted balance at beginning of period		147.2		156.4
Effect of:

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	June 30, 2026		December 31, 2025
				Weighted-				Weighted-
	Range of inputs		Average	Range of inputs	Average
Retirement and Income Solutions:
Individual variable annuities
Long-term interest rate (1)	4.91	-	4.93%	4.92%	4.80	-	4.84%	4.82%
Long-term equity market volatility	17.80	-	40.49%	22.73%	17.80	-	38.80%	21.94%

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	For the three months ended June 30,		For the six months ended June 30,
	2026		2025	2026	2025
	(in millions)
Premiums and other considerations:
Direct	$1,612.9		$1,538.1	$2,889.3	$3,421.5
Ceded		(152.1)		(141.6)		(280.4)	(273.7)
Net premiums and other considerations	$1,460.8		$1,396.5	$2,608.9	$3,147.8

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	June 30, 2026		December 31, 2025
	(in millions)
Fixed maturities, available-for-sale	$12,215.3		$13,300.1
Fixed maturities, trading		201.0		279.3
Equity securities		0.3		0.3
Mortgage loans		1,670.2		2,002.9
Other investments		1,906.8		1,708.7

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Fixed maturities, available-for-sale	$(4.1)		$(19.5)	$(22.0)	$(47.5)
Fixed maturities, trading		(0.4)		—		(3.1)	0.1
Mortgage loans		(0.1)		0.1		(4.0)	(1.3)

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June 30, 2026
		Net
		unamortized
		discount,
		premium and
		debt issuance		Carrying
Principal	cost		amount

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December 31, 2025
		Net
		unamortized
		discount,
		premium and
		debt issuance		Carrying
Principal	cost		amount

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				Other postretirement
	Pension benefits	benefits
	For the three months ended	For the three months ended
	June 30,	June 30,
	2026	2025	2026	2025
	(in millions)
Service cost	$15.2	$15.0	$—	$—

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				Other postretirement
	Pension benefits	benefits
	For the six months ended	For the six months ended
	June 30,	June 30,
	2026	2025	2026	2025
	(in millions)
Service cost	$31.5	$29.7	$—	$—

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	For the three months ended	For the six months ended
	June 30,	June 30,
	2026	2025	2026	2025
Dividends declared per common share	$0.82	$0.76	$1.62	$1.51

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	For the three months ended	For the six months ended
	June 30,	June 30,
	2026	2025	2026	2025
Beginning balance	216,449,333	224,971,715	217,380,912	226,225,161
Shares issued	677,847	201,106	2,301,120	1,836,356
Treasury stock acquired	(2,491,746)	(1,987,132)	(5,046,598)	(4,875,828)
Ending balance	214,635,434	223,185,689	214,635,434	223,185,689

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	For the three months ended		For the six months ended
	June 30, 2026		June 30, 2026
	Pre-Tax		Tax	After-Tax	Pre-Tax		Tax	After-Tax
	(in millions)
Net unrealized gains (losses) on available-for-sale securities during the period	$186.5		$(32.4)	$154.1	$(611.7)		$136.4	$(475.3)
Reclassification adjustment for losses included in net income (1)		55.6		(11.8)		43.8		107.4	(22.8)	84.6
Adjustments for assumed changes in amortization patterns		(0.2)		0.1		(0.1)		0.4	—	0.4

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	For the three months ended		For the six months ended
	June 30, 2025		June 30, 2025
	Pre-Tax		Tax	After-Tax	Pre-Tax		Tax	After-Tax
	(in millions)
Net unrealized gains on available-for-sale securities during the period	$273.5		$(57.6)	$215.9	$940.3		$(198.5)	$741.8
Reclassification adjustment for losses included in net income (1)		44.5		(9.5)		35.0		107.0	(22.6)	84.4
Adjustments for assumed changes in amortization patterns		(0.1)		0.1		—		(0.5)	0.2	(0.3)

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MRB

Net unrealized

LFPB

nonperformance

Foreign

Unrecognized

Accumulated

losses on

gains (losses)

discount rate

risk

currency

postretirement

other

available-for-sale

on derivative

remeasurement

translation

benefit

comprehensive

securities (1)

instruments

gain

loss

adjustment

obligation

loss

(in millions)

Balances as of April 1, 2025

$(4,103.5)

$65.9

$1,188.4

$(12.9)

$(1,705.7)

$(218.1)

$(4,785.9)

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MRB

Net unrealized

LFPB

nonperformance

Foreign

Unrecognized

Accumulated

losses on

gains (losses)

discount rate

risk

currency

postretirement

other

available-for-sale

on derivative

remeasurement

translation

benefit

comprehensive

securities (1)

instruments

gain

loss

adjustment

obligation

loss

(in millions)

Balances as of January 1, 2025

$(4,692.9)

$51.8

$1,438.2

$(15.0)

$(1,785.9)

$(221.0)

$(5,224.8)

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Beginning balance	$544.1		$326.7	$474.3	$337.7
Net income attributable to redeemable noncontrolling interest		26.3		25.9		14.2	37.4
Redeemable noncontrolling interest of deconsolidated entities (1)		(0.2)		(10.4)		(7.5)	(22.9)

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June 30, 2026

Assets/

Amount

(liabilities)

measured at

net asset

Fair value hierarchy level

fair value

value (5)

Level 1

Level 2

Level 3

(in millions)

Assets

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December 31, 2025

Assets/

Amount

(liabilities)

measured at

net asset

Fair value hierarchy level

fair value

value (5)

Level 1

Level 2

Level 3

(in millions)

Assets

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For the three months ended June 30, 2026

Total realized/unrealized

gains (losses)

Beginning

Included in

Net purchases,

Ending

asset/(liability)

other

sales,

asset/(liability)

balance as of

Included in

comprehensive

issuances and

Transfers into

Transfers out

balance as of

April 1, 2026

net income (2)

income (3)

settlements (4)

Level 3

of Level 3

June 30, 2026

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For the three months ended June 30, 2025

Total realized/unrealized gains

(losses)

Beginning

Included in

Net purchases,

Ending

asset/(liability)

other

sales,

asset/(liability)

balance as of

Included in

comprehensive

issuances and

Transfers into

Transfers out

balance as of

April 1, 2025

net income (2)

income (3)

settlements (4)

Level 3

of Level 3

June 30, 2025

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For the six months ended June 30, 2026

Total realized/unrealized gains

(losses)

Beginning

Included in

Net purchases,

Ending

asset/(liability)

other

sales,

asset/(liability)

balance as of

Included in

comprehensive

issuances and

Transfers into

Transfers out

balance as of

January 1, 2026

net income (2)

income (3)

settlements (4)

Level 3

of Level 3

June 30, 2026

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For the six months ended June 30, 2025

Total realized/unrealized

gains (losses)

Beginning

Included in

Net purchases,

Ending

asset/(liability)

other

sales,

asset/(liability)

balance as of

Included in

comprehensive

issuances and

Transfers into

Transfers out

balance as of

January 1, 2025

net income (2)

income (3)

settlements (4)

Level 3

of Level 3

June 30, 2025

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	For the three months ended	For the six months ended
	June 30,	June 30,
	2026	2025	2026	2025
	(in millions)
Assets
Fixed maturities, available-for-sale:
Corporate	$(5.6)	$13.0	$(16.8)	$27.4

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	For the three months ended	For the six months ended
	June 30,	June 30,
	2026	2025	2026	2025
	(in millions)
Assets
Fixed maturities, available-for-sale:
States and political subdivisions	$(0.6)	$(0.4)	$(0.3)	$1.9

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For the three months ended June 30, 2026

Net purchases,

sales, issuances

Purchases

Sales

Issuances

Settlements

and settlements

(in millions)

Assets

Fixed maturities, available-for-sale:

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For the three months ended June 30, 2025

Net purchases,

sales, issuances

Purchases

Sales

Issuances

Settlements

and settlements

(in millions)

Assets

Fixed maturities, available-for-sale:

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For the six months ended June 30, 2026

Net purchases,

sales, issuances

Purchases

Sales

Issuances

Settlements

and settlements

(in millions)

Assets

Fixed maturities, available-for-sale:

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For the six months ended June 30, 2025

Net purchases,

sales, issuances

Purchases

Sales

Issuances

Settlements

and settlements

(in millions)

Assets

Fixed maturities, available-for-sale:

First 8 of 22 rows. The CSV has all of them.

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For the three months ended June 30, 2026

Transfers out

of Level 1 into

of Level 2 into

of Level 3 into

Level 3

Level 1

Level 2

(in millions)

Assets

Fixed maturities, available-for-sale:

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For the three months ended June 30, 2025

Transfers out

of Level 1 into

of Level 2 into

of Level 3 into

Level 3

Level 1

Level 2

(in millions)

Assets

Fixed maturities, available-for-sale:

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For the six months ended June 30, 2026

Transfers out

of Level 1 into

of Level 2 into

of Level 3 into

Level 3

Level 1

Level 2

(in millions)

Assets

Fixed maturities, available-for-sale:

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For the six months ended June 30, 2025

Transfers out

of Level 1 into

of Level 2 into

of Level 3 into

Level 3

Level 1

Level 2

(in millions)

Assets

Fixed maturities, available-for-sale:

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June 30, 2026

Assets /

(liabilities)

measured at

Valuation

Unobservable

Input/range of

Weighted

fair value

technique(s)

input description

inputs

average

(in millions)

Assets

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Liabilities
Investment and universal life contracts (4)	(2,142.5)	Discounted cash flow	Long duration interest rate	3.8	% -	4.9%	(2)	4.9%
			Long-term equity market volatility	17.2	% -	43.5%		22.6%
			Nonperformance risk	0.5	% -	1.1%		0.9%
			Lapse rate	0.0	% -	55.0%		8.3%
			Mortality rate	See note (3)

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December 31, 2025

Assets /

(liabilities)

measured at

Valuation

Unobservable

Input/range of

Weighted

fair value

technique(s)

input description

inputs

average

(in millions)

Assets

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Liabilities
Investment and universal life contracts (4)	(1,410.2)	Discounted cash flow	Long duration interest rate	3.5	% -	4.8%	(2)	4.8%
			Long-term equity market volatility	16.1	% -	33.4%		21.8%
			Nonperformance risk	0.5	% -	1.1%		0.9%
			Lapse rate	0.0	% -	55.0%		8.0%
			Mortality rate	See note (3)

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Other loans of consolidated VIE
Change in fair value pre-tax loss - instrument specific credit risk	$(4.0)		$(2.9)	$(7.7)	$(1.3)
Change in fair value pre-tax loss (1)		(4.0)		(2.9)		(7.7)	(1.3)

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	June 30, 2026
					Fair value hierarchy level
	Carrying amount		Fair value	Level 1	Level 2		Level 3
	(in millions)
Assets (liabilities)
Mortgage loans	$21,092.7		$19,712.9	$—	$—		$19,712.9
Policy loans		875.5		903.2		—		—	903.2

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	December 31, 2025
					Fair value hierarchy level
	Carrying amount		Fair value	Level 1	Level 2		Level 3
	(in millions)
Assets (liabilities)
Mortgage loans	$21,008.3		$19,800.9	$—	$—		$19,800.9
Policy loans		866.7		906.0		—		—	906.0

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	June 30, 2026		December 31, 2025
	(in millions)
Retirement and Income Solutions	$246,373.1		$238,141.5
Principal Asset Management		54,001.6		52,267.1
Benefits and Protection		48,961.0		48,165.5
Corporate		3,416.6		2,802.4
Total assets per consolidated statements of financial position	$352,752.3		$341,376.5

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		For the three months ended June 30, 2026
	Retirement		Principal
	and Income		Asset	Benefits and
	Solutions		Management	Protection	Corporate		Total
		(in millions)
Revenue from contracts with external customers (1)	$967.5		$459.7	$1,084.8	$92.5		$2,604.5
Adjustments for revenue from contracts with external customers not included in operating revenues (2)		(18.0)		—		8.0		—	(10.0)

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	For the three months ended June 30, 2025
	Retirement		Principal
	and Income		Asset	Benefits and
	Solutions		Management	Protection	Corporate		Total
	(in millions)
Revenue from contracts with external customers (1)	$888.8		$460.8	$1,065.3	$62.7		$2,477.6
Adjustments for revenue from contracts with external customers not included in operating revenues (2)		(17.1)		—		8.6		—	(8.5)

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		For the six months ended June 30, 2026
	Retirement		Principal
	and Income		Asset	Benefits and
	Solutions		Management	Protection	Corporate		Total
		(in millions)
Revenue from contracts with external customers (1)	$1,598.3		$915.3	$2,174.1	$180.1		$4,867.8
Adjustments for revenue from contracts with external customers not included in operating revenues (2)		(35.7)		—		13.8		—	(21.9)

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	For the six months ended June 30, 2025
	Retirement		Principal
	and Income		Asset	Benefits and
	Solutions		Management	Protection	Corporate		Total
	(in millions)
Revenue from contracts with external customers (1)	$2,147.8		$910.8	$2,120.8	$125.8		$5,305.2
Adjustments for revenue from contracts with external customers not included in operating revenues (2)		(34.5)		—		15.4		—	(19.1)

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Change in fair value of funds withheld embedded derivative	$(104.4)		$20.3	$73.0	$(189.4)
Net realized capital gains (losses) on funds withheld assets		(8.1)		3.7		1.3	31.7
Amortization of reinsurance gain		0.7		0.6		1.3	1.1

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For the three months ended June 30, 2026

Retirement

Principal

and Income

Asset

Benefits and

Solutions

Management

Protection

Corporate

Total

(in millions)

Benefits, claims and settlement expenses

$1,100.3

$140.8

$704.6

$(1.2)

Liability for future policy benefits remeasurement (gain) loss

4.3

(0.6)

2.3

—

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For the three months ended June 30, 2025

Retirement

Principal

and Income

Asset

Benefits and

Solutions

Management

Protection

Corporate

Total

(in millions)

Benefits, claims and settlement expenses

$1,006.2

$82.2

$719.1

$(0.8)

Liability for future policy benefits remeasurement gain

(3.6)

(0.6)

(3.7)

—

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For the six months ended June 30, 2026

Retirement

Principal

and Income

Asset

Benefits and

Solutions

Management

Protection

Corporate

Total

(in millions)

Benefits, claims and settlement expenses

$1,873.4

$193.5

$1,398.6

$31.3

Liability for future policy benefits remeasurement (gain) loss

(1.0)

0.4

(8.3)

—

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For the six months ended June 30, 2025

Retirement

Principal

and Income

Asset

Benefits and

Solutions

Management

Protection

Corporate

Total

(in millions)

Benefits, claims and settlement expenses

$2,360.1

$172.8

$1,418.4

$22.8

Liability for future policy benefits remeasurement gain

(8.4)

(0.1)

(4.1)

—

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Amortization of reinsurance loss	$19.2		$21.0	$39.5	$47.9
Other impacts of exited business		27.6		28.0		57.1	127.4
Total expenses from exited business	$46.8		$49.0	$96.6	$175.3

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For the three months ended June 30, 2026

Retirement

Principal

and Income

Asset

Benefits and

Solutions

Management

Protection

Corporate

Total

(in millions)

Segment pre-tax operating earnings (losses)

$323.3

$256.4

$184.1

$(95.0)

$668.8

Pre-tax net realized capital gains, as adjusted (1)

10.7

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For the three months ended June 30, 2025

Retirement

Principal

and Income

Asset

Benefits and

Solutions

Management

Protection

Corporate

Total

(in millions)

Segment pre-tax operating earnings (losses)

$292.1

$236.4

$147.6

$(81.2)

$594.9

Pre-tax net realized capital losses, as adjusted (1)

(44.7)

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For the six months ended June 30, 2026

Retirement

Principal

and Income

Asset

Benefits and

Solutions

Management

Protection

Corporate

Total

(in millions)

Segment pre-tax operating earnings (losses)

$625.4

$464.9

$354.1

$(217.1)

$1,227.3

Pre-tax net realized capital losses, as adjusted (1)

(174.7)

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For the six months ended June 30, 2025

Retirement

Principal

and Income

Asset

Benefits and

Solutions

Management

Protection

Corporate

Total

(in millions)

Segment pre-tax operating earnings (losses)

$575.8

$423.9

$267.1

$(186.8)

$1,080.0

Pre-tax net realized capital losses, as adjusted (1)

(174.2)

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Net realized capital gains (losses)	$109.7		$5.4	$(12.4)	$(111.7)
Derivative and hedging-related revenue adjustments		(66.1)		(37.3)		(93.5)	(50.5)
Market value adjustments to fee revenues		—		—		0.1	(0.1)

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Change in fair value of funds withheld embedded derivative	$(104.4)		$20.3	$73.0	$(189.4)
Net realized capital gains (losses) on funds withheld assets		(8.1)		3.7		1.3	31.7
Amortization of reinsurance loss		(18.5)		(20.4)		(38.2)	(46.8)

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	For the three months ended	For the six months ended
	June 30,	June 30,
	2026	2025	2026	2025
	(in millions)
Revenue from contracts with customers by segment:
Retirement and Income Solutions	$181.9	$148.2	$332.5	$293.9
Principal Asset Management:

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Administrative service fee revenue	$176.3		$143.6	$321.4	$284.8
Deposit account fee revenue		3.4		3.2		7.0	6.6
Commission income		2.2		1.4		4.1	2.5

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Investment Management:
Management fee revenue	$396.8		$388.1	$795.4	$777.2
Other fee revenue		39.6		45.0		77.8	82.6

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
International Pension:
Management fee revenue	$92.2		$87.6	$184.5	$176.8
Other fee revenue		4.0		3.8		7.8	7.0

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Specialty Benefits:
Administrative service fees	$3.7		$4.0	$7.3	$7.7
Total revenues from contracts with customers		3.7		4.0		7.3	7.7

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Life Insurance:
Administrative service fees	$11.8		$10.9	$23.5	$21.8
Commission income		—		11.8		—	22.0

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions)
Commission income	$117.4		$131.9	$245.8	$263.4
Other fee revenue		26.1		25.1		54.0	49.0
Eliminations		(80.7)		(101.5)		(160.1)	(196.3)

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	For the six months ended June 30,
	2026		2025
	(in millions)
Compensation cost	$77.7		$67.0
Related income tax benefit		18.2		15.4
Capitalized as part of an asset		0.6		0.6

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	For the three months ended		For the six months ended
	June 30,		June 30,
	2026		2025	2026	2025
	(in millions, except per share data)
Net income	$430.3		$433.5	$843.2	$496.4
Subtract:
Net income attributable to noncontrolling interest		26.9		27.3		15.2	42.1

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	For the three months ended June 30,		For the six months ended June 30,
					Increase					Increase
	2026		2025	(decrease)	2026		2025	(decrease)
	(in millions)
Revenues:
Premiums and other considerations	$1,460.8		$1,396.5	$64.3	$2,608.9		$3,147.8	$(538.9)
Fees and other revenues		1,146.0		1,082.6		63.4		2,263.3	2,160.3		103.0

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	For the three months ended	For the six months ended
	June 30,	June 30,
				Increase			Increase
	2026	2025	(decrease)	2026	2025	(decrease)
Net revenue (in millions)	$779.0	$713.9	$65.1	$1,529.8	$1,438.1	$91.7

Average monthly account values (in billions)	$669.2	$571.5	$97.7	$657.7	$572.1	$85.6

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	For the three months ended	For the six months ended
	June 30,	June 30,
				Increase			Increase
	2026	2025	(decrease)	2026	2025	(decrease)
	(in millions)
Operating revenues:
Premiums and other considerations	$487.9	$447.2	$40.7	$659.8	$1,257.5	$(597.7)

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	For the three months ended June 30,		For the six months ended June 30,
	2026		2025	2026	2025
	(in billions)
AUM, beginning of period	$737.6		$689.3	$747.8	$683.4
Net cash flow		(12.2)		(2.8)		(14.6)	(7.4)
Market performance		43.6		28.6		33.3	32.4
Other		(0.4)		0.7		0.3	—

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	For the three months ended June 30,		For the six months ended June 30,
					Increase					Increase
	2026		2025	(decrease)	2026		2025	(decrease)
	(in millions)
Operating revenues:
Premiums and other considerations	$(0.2)		$3.9	$(4.1)	$(0.3)		$5.6	$(5.9)
Fees and other revenues		540.7		531.2		9.5		1,073.9	1,049.6		24.3

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	For the three months ended June 30,		For the six months ended June 30,
					Increase					Increase
	2026		2025	(decrease)	2026		2025	(decrease)
	(in millions)
Premium and fees:
Specialty Benefits	$873.3		$840.2	$33.1	$1,734.7		$1,671.7	$63.0
Life Insurance		224.1		238.0		(13.9)		462.7	473.1		(10.4)

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	For the three months ended June 30,		For the six months ended June 30,
					Increase					Increase
	2026		2025	(decrease)	2026		2025	(decrease)
	(in millions)
Operating revenues:
Premiums and other considerations	$982.4		$955.5	$26.9	$1,966.0		$1,902.9	$63.1
Fees and other revenues		114.9		122.6		(7.7)		231.1	241.6		(10.5)

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	For the three months ended June 30,	For the six months ended June 30,
				Increase			Increase
	2026	2025	(decrease)	2026	2025	(decrease)
	(in millions)
Operating revenues:
Total operating revenues	$47.7	$21.6	$26.1	$107.5	$58.7	$48.8
Expenses:

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	Contractholder funds,
	net of reinsurance		Percentage
	(in millions)
Not subject to discretionary withdrawal	$14,585.6		47.4%
Subject to discretionary withdrawal with adjustments:
Specified surrender charges		6,878.1		22.4
Market value adjustments		9,301.9		30.2

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						Amount
Obligor/Applicant	Financing structure	Maturity	Capacity		outstanding (3)
			(in millions)
Principal Life (1)	Credit facility	October 2027	$800.0		$—
Principal Compañía de Seguros de Vida Chile S.A. (2)	Unsecured lines of credit			84.0			13.0
Principal International de Chile S.A. (2)	Unsecured lines of credit			23.0			3.0
Total			$907.0		$16.0

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	June 30, 2026		December 31, 2025
	(in millions)
Summary Statements of Financial Position Information:
Total investments	$613.2		$646.0
Cash and cash equivalents		195.2		459.7
Goodwill		618.5		618.5
Other intangibles		355.0		366.1

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	For the six months ended		For the year ended
	June 30, 2026		December 31, 2025
	(in millions)
Summary Statements of Operations Information:
Total revenues	$61.1		$67.3
Total expenses		278.6		531.3
Net loss		(180.5)		(368.0)

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	For the six months ended		For the year ended
	June 30, 2026		December 31, 2025
	($ in millions)
Dividends to stockholders	$350.0		$684.0
Repurchase of common stock (1)		488.2		901.3
Total cash returned to common stockholders	$838.2		$1,585.3

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	June 30, 2026		December 31, 2025
	($ in millions)
Debt:
Short-term debt	$16.2		$27.7
Long-term debt		4,324.4		3,926.3
Total debt		4,340.6		3,954.0

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	A.M. Best	Fitch	Moody’s	S&P
Last review date	April 2026	April 2026	June 2026	May 2026
Current outlook	Stable	Stable	Stable	Stable
Principal Financial Group
Senior Unsecured Debt	a	A-	Baa1	A-
Long-Term Issuer Default Rating		A
Principal Life Insurance Company

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	June 30, 2026
	Investments
	excluding		Funds
	funds withheld		withheld	Total
	(in millions)
Fixed maturities	$62,657.7		$12,416.3	$75,074.0
Equity securities		2,603.1		0.3	2,603.4

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	December 31, 2025
	Investments
	excluding		Funds
	funds withheld		withheld	Total
	(in millions)
Fixed maturities	$61,025.1		$13,579.4	$74,604.5
Equity securities		2,237.0		0.3	2,237.3

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	For the three months ended June 30,	For the six months ended June 30,
	2026	2025		Increase (decrease)		2026	2025	Increase (decrease)
	Yield	Amount		Yield		Amount	Yield	Amount	Yield		Amount		Yield	Amount	Yield	Amount
	($ in millions)
Fixed maturities	5.1%	$831.6		5.0%		$764.4	0.1%	$67.2	5.0%		$1,598.6		5.1%	$1,524.7	(0.1)%	$73.9
Equity securities	6.5		40.3		4.7		23.5	1.8		16.8		6.6		79.8	6.5		63.5	0.1	16.3
Mortgage loans – commercial	4.6		165.3		4.5		161.3	0.1		4.0		4.6		326.4	4.4		322.9	0.2	3.5

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	For the three months ended June 30,		For the six months ended June 30,
					Increase					Increase
	2026		2025	(decrease)	2026		2025	(decrease)
	(in millions)
Fixed maturities, available-for-sale – credit losses, including credit sales (1)	$(9.8)		$(5.0)	$(4.8)	$(42.2)		$(10.0)	$(32.2)
Commercial mortgage loans – credit losses		(21.9)		(14.0)		(7.9)		(20.7)	(13.4)		(7.3)
Other – credit gains (losses)		—		(2.5)		2.5		0.3	(3.6)		3.9

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	Weighted average loan-to-value ratio	Debt service coverage ratio
	June 30, 2026	December 31, 2025	June 30, 2026		December 31, 2025
New mortgages	49%	50%	1.9	x	1.9	x
Entire mortgage portfolio	48%	49%	2.4	x	2.3	x

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	June 30, 2026		December 31, 2025
	Carrying amount		% of total		Carrying amount	% of total
	($ in millions)
Fixed maturities	$60,087.4		66%		$58,379.1	67%
Equity securities		1,690.4		2		1,349.6	2
Mortgage loans		18,517.9		20		18,054.4	21
Real estate		2,440.6		3		2,408.4	3

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	June 30, 2026		December 31, 2025
	Carrying		Percent		Carrying	Percent
	amount		of total		amount	of total
	($ in millions)
U.S. government and agencies	$1,573.2		3%		$1,359.6	2%
Non-U.S. governments		357.3		1		407.3	1
States and political subdivisions		6,114.2		10		5,908.8	10

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	June 30, 2026		December 31, 2025
	(in millions)
European Union	$2,603.8		$2,489.8
United Kingdom		1,634.9		1,674.2
Australia/New Zealand		1,460.2		1,515.2
Latin America		943.8		1,031.7
Middle East and Africa		515.7		524.7

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	June 30, 2026		December 31, 2025
					Percent of					Percent of
	Amortized		Carrying	carrying	Amortized	Carrying		carrying
NAIC designation	cost		amount	amount	cost	amount		amount
	($ in millions)
1	$43,871.9		$41,626.1	69%	$41,717.4	$39,743.7		68%
2		15,567.0		15,102.8	25		15,901.2		15,501.2	27

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	June 30, 2026		December 31, 2025
	Amortized		Carrying	Amortized	Carrying
NAIC designation	cost		amount	cost	amount
	(in millions)
1	$5,082.6		$4,849.2	$4,751.7	$4,547.3
2		128.8		111.3		128.8	113.5
3		57.0		46.8		61.0	50.1

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	June 30, 2026		December 31, 2025
	($ in millions)
Total fixed maturities	$60,087.4		$58,379.1
Problem fixed maturities (1)	$135.2		$113.2
Potential problem fixed maturities		14.3		36.4
Total problem, potential problem and restructured fixed maturities	$149.5		$149.6
Total problem, potential problem and restructured fixed maturities as a percent of total fixed maturities		0.25%		0.26%

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June 30, 2026

Gross

Allowance

Amortized

unrealized

for credit

Carrying

cost

gains

losses

loss

amount

(in millions)

Finance — Banking

$1,327.5

$12.0

$91.0

$—

$1,248.5

Finance — Brokerage

914.9

11.3

85.8

—

840.4

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December 31, 2025

Gross

Allowance

Amortized

unrealized

for credit

Carrying

cost

gains

losses

loss

amount

(in millions)

Finance — Banking

$1,552.2

$17.9

$89.1

$—

$1,481.0

Finance — Brokerage

953.9

12.5

83.6

—

882.8

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June 30, 2026

December 31, 2025

Gross

Allowance

Gross

Allowance

Amortized

unrealized

for credit

Carrying

Amortized

unrealized

for credit

Carrying

cost

gains

losses

loss

amount

cost

gains

losses

loss

amount

(in millions)

Investment grade:

Public

$42,563.2

$273.9

$2,672.7

$0.6

$40,163.8

$42,313.3

$431.0

$2,535.2

$0.5

$40,208.6

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June 30, 2026

Less than

Greater than or

twelve months

equal to twelve months

Total

Gross

Fair

unrealized

Fair

unrealized

Fair

unrealized

value

losses

value

losses

value

losses

(in millions)

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December 31, 2025

Less than

Greater than or

twelve months

equal to twelve months

Total

Gross

Fair

unrealized

Fair

unrealized

Fair

unrealized

value

losses

value

losses

value

losses

(in millions)

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	June 30, 2026		December 31, 2025
	($ in millions)
Total commercial mortgage loans	$13,781.5		$13,806.5
Problem commercial mortgage loans	$144.6		$61.6
Potential problem commercial mortgage loans		—		115.0
Total problem, potential problem and restructured commercial mortgage loans	$144.6		$176.6
Total problem, potential problem and restructured commercial mortgage loans as a percent of total commercial mortgage loans		1.05%		1.28%

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	June 30, 2026		December 31, 2025
	Carrying		Percent		Carrying	Percent
	amount		of total		amount	of total
	($ in millions)
Fixed maturities	$2,570.3		39%		$2,646.0	40%
Equity securities		912.7		14		887.4	13
Mortgage loans		904.6		14		951.0	14

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Account values (1)

Excess of crediting rates over GMIR:

Up to 0.50%

0.51% to 1.00%

1.01% to 2.00%

2.01% or more

At GMIR

above GMIR

Total

($ in millions)

Guaranteed minimum interest rate

Retirement and Income Solutions

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						Maximum dollar
				Total number of		value of shares
				shares purchased		that may yet be
	Total number of	Average	as part of publicly		purchased under
	shares	price paid	announced		the programs (in
Period	purchased (1)	per share	programs		millions) (2)
January 1, 2026 - January 31, 2026	716,500	$91.07	716,500		$1,369.8

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		Incorporated by reference herein
Exhibit Number	Description	Form	File Date
31.1	Certification of Deanna D. Strable-Soethout
31.2	Certification of Joel M. Pitz
32.1	Certification Pursuant to Section 1350 of Chapter 63 of Title 18 of the United States Code – Deanna D. Strable-Soethout
32.2	Certification Pursuant to Section 1350 of Chapter 63 of Title 18 of the United States Code – Joel M. Pitz
101.INS	Inline XBRL Instance Document - The instance document does not appear in the interactive data file because its XBRL tags are embedded within the Inline XBRL document.

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June 30, 2026

December 31, 2025

(in millions)

Benefits and Protection - Life Insurance:

Universal life

Total unearned revenue liability