Wink Intel

JANUARY 30, 2023

Fourth quarter 2022 net loss attributable to Principal Financial Group ® , Inc. per diluted share, includes $514 million of loss from exited business. billion of capital for full year 2022, including $2.3 billion of capital in the fourth quarter 2022, including $0.4 billion, or $18.85 per diluted share, includes $3.3

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 30, 2022

Principal continues to expect deployable proceeds of approximately $800 million in 2022 from the closed transaction in combination with additional transactions designed to improve the capital efficiency of its in-force individual life insurance business. The proceeds are included in the company’s planned $2.0 billion-$2.3

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

FEBRUARY 8, 2022

With our global headquarters in Toronto, Canada , we provide financial advice and insurance, operating as Manulife across Canada , Asia , and Europe , and primarily as John Hancock in the United States. securities regulators.

Intellectual Property 40

Intellectual Property Capital Loss Finance 40

Wink Intel

AUGUST 8, 2023

Pearson concluded, “While our in-demand product offering and strong new business activity supports our growth targets, our conservative balance sheet, fair value approach to product design and capital management continues to differentiate Equitable while driving significant value for shareholders. We have generated $0.9 Net inflows of $1.5

Loss 40

Loss Capital Globalization Intellectual Property 40

Wink Intel

OCTOBER 31, 2022

billion of capital, of which $1.9 While we’re diligently managing expenses with pressured revenues, we’re continuing to invest for the long-term in our growth drivers of retirement, global asset management, and benefits and protection.”. million of capital during the third quarter, including: $450.1 Principal Global Investors.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 9, 2022

Principal Global Investors (PGI) managed net cash flow of $1.4 million of capital to shareholders during the second quarter, including: $161.7 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Principal Global Investors. . . . (in

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 2, 2022

million of capital to shareholders during the first quarter, including: $167.0 Principal Global Investors (PGI) net cash flow of $3.2 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Principal Global Investors. (in Incurred loss ratio.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 20, 2024

Buffers offer protection from initial losses up to a certain pre-determined threshold, then you’re responsible for any additional losses. 4 The best-performing index may have negative performance, under-perform the general market, and/or be subject to a buffer. Hindsight 20/20 strategy is only available on 6-year segments.

Intellectual Property 40

Intellectual Property Banking IT Retail 40

Wink Intel

MARCH 8, 2022

billion of planned capital returned to shareholders. retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business and additional transactions to improve capital efficiency. and emerging markets, global asset management, and U.S. Principal Global Investors. Plan to return $2.5-$3.0

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

FEBRUARY 8, 2022

With a renewed focus on higher growth markets and improved capital efficiency, we were able to deliver strong non-GAAP operating earnings of $498 million in the fourth quarter and over $1.8 Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 million of capital to shareholders in 2021, including: $654.1

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 3, 2021

We delivered strong first quarter results as we continued to provide for the needs of our 34 million customers globally and build momentum for the future,” said Dan Houston, chairman, president, and chief executive officer of Principal ®. Principal Global Investors (PGI) had record PGI managed AUM of $507.7 Deployed $252.2

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 3, 2021

Second quarter results were led by strong performance in our global asset management business, the successful integration of the retirement business from the Institutional Retirement and Trust acquisition, and encouraging fundamentals in many of our businesses as COVID-19 impacts continue to lessen.”. Principal Global Investors. (in

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 Global WAM average AUMA 5 increased by 20% in 2021. . billion in 2021 driven by our insurance businesses delivering double-digit growth in APE sales and NBV and Global WAM delivering strong net inflows of $27.9 APE sales 5 of $6.1

Globalization 40

Globalization Sales Loss Management 40

Wink Intel

MARCH 2, 2021

DES MOINES, Iowa–( BUSINESS WIRE )–Principal Financial Group ® (Nasdaq: PFG) announced 2021 outlook metrics and capital deployment plans. billion of capital deployments, including $600-$800 million of share repurchases. Principal Global Investors. Incurred loss ratio. . . 2021 total company guidance.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

FEBRUARY 2, 2021

We see momentum as we head into 2021 including the final migrations of our Institutional Retirement and Trust (IRT) customers to Principal, the resiliency and recovery of our small to medium-sized businesses, and the growing strength of our global asset management enterprise.“. million of capital during the fourth quarter, including: $153.7

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

JANUARY 31, 2022

Principal ® expects deployable proceeds of approximately $800 million upon closing of this reinsurance transaction and through additional transactions designed to improve the capital efficiency of its in-force individual life insurance business. and select emerging markets, global asset management, and U.S. benefits and protection.

Capital 40

Capital Intellectual Property Retail Loss 40

Wink Intel

NOVEMBER 8, 2022

In asset management, we were not immune to industry-wide net outflows this quarter but flows remain positive for the year as we continue to benefit from a global distribution platform and continued growth in private markets with our strategic shift supporting a fee-rate improvement of 7% over the prior year. 0.69. . . 1.28. . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 15, 2021

Transaction releases capital, reduces risk, and unlocks value from legacy business. billion of capital released 3 including a one-time after-tax gain of approximately $750 million to net income attributed to shareholders, validating the conservatism of our reserves, and the release of approximately $1.3 Lowers the total U.S.

Capital 40

Capital Loss Intellectual Property Security 40

Wink Intel

AUGUST 9, 2022

per share and the strength of our capital position was reflected in our combined RBC ratio of 440%, above our minimum combined target,” said Mark Pearson, President and Chief Executive Officer. Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . 1,728. . . 4.47. . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 10, 2022

Equitable has committed to deploy $10 billion in investment capital from its General Account towards AB’s Private Markets platform. Net income (loss) attributable to Holdings. . . Net income (loss) attributable to Holdings per common share. . . Non-GAAP operating earnings (loss). . . 1.43. . . 1.36. . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 8, 2021

Sustained growth of our capital-light businesses, positive net inflows and favorable equity markets propelled AUM up 17% to reach $871 billion, a record high. Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). 871. . . $.

Loss 40

Loss Capital Intellectual Property Finance 40

Wink Intel

MAY 11, 2021

Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). Non-GAAP operating earnings (loss) per common share (“EPS”). Total Assets Under Management (“AUM”, in billions). $. 822. . . $. 1,488. ). . 3.46. ). . 1.35. . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 10, 2021

Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). Non-GAAP operating earnings (loss) per common share (“EPS”). Operating earnings (loss). Total Assets Under Management (“AUM”, in billions). $. 869. . . $. 4,019). . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 23, 2021

Our fair value risk management approach afforded us a strong, stable capital position throughout 2020, culminating in strong year-end capital ratios supported by $2.9 Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . Non-GAAP operating earnings (loss). .

Loss 40

Loss Capital Intellectual Property Management 40

Data Hut

SEPTEMBER 28, 2023

Amazon stands as an undisputed leader in the global e-commerce market, housing a comprehensive database of product-related intelligence. Predatory pricing Predatory pricing is a strategy where companies undercut competitors by selling products at drastically reduced prices, often at a loss. How fast are you extracting the data?

Intellectual Property 52

Intellectual Property Commerce Competitive Gaming 52

Wink Intel

NOVEMBER 6, 2023

billion of capital to shareholders and achieved or contracted on 81% of Corebridge Forward target run-rate savings. CAPITAL AND LIQUIDITY HIGHLIGHTS Holding company liquidity of $1.7 Since our IPO, we have returned $1.4 billion, a 13% decrease over the prior year quarter. billion, a 13% decrease over the prior year quarter.

Loss 40

Loss Security Security Capital 40

Wink Intel

AUGUST 8, 2023

Base spread income also grew 42% year over year, and our businesses remain well positioned to capitalize on current market opportunities. Going into the second half of the year, we remain focused on executing our strategies and optimizing our capital to generate long-term growth in shareholder value.”

Loss 40

Loss Capital Security Security 40

Wink Intel

FEBRUARY 8, 2022

Continued execution on our strategic priorities will drive profitable growth, enable market-leading ROEs, deliver consistent capital generation and sustain our top quartile ESG performance all of which will maximize value creation for stakeholders.”. CONSOLIDATED RESULTS: . Three Months Ended. Core earnings ROE 2,3 , last 12-months. . .

Loss 40

Loss Capital Security Security 40

Wink Intel

MAY 15, 2023

Premiums and deposits 1 grew 45% compared to the prior year quarter Base portfolio income 2 for our insurance operating businesses grew 23% while base yield 2 expanded 60 basis points compared to the prior year quarter Net loss of $459 million, or $0.70 per share reflect strong base spread income 2 Holding company liquidity of $1.8

Loss 40

Loss Security Security Capital 40

Wink Intel

NOVEMBER 8, 2021

Global Wealth and Asset Management (“Global WAM”) net inflows 1 of $9.8 “Despite the challenging environment, Asia generated double-digit NBV growth and Global WAM was supported by strong net inflows of $9.8 Global Wealth and Asset Management net flows ($ billions) (1). $. Core ROE 1 of 12.0%

Globalization 40

Globalization Business Management Intellectual Property 40

Wink Intel

AUGUST 10, 2021

. (“Athene”) (NYSE: ATH ), a leading financial services company specializing in retirement solutions, announced the close of a significant pension risk transfer (PRT) transaction with Lockheed Martin (NYSE: LMT ), a global security and aerospace leader. Under the terms of the transaction, Lockheed Martin transferred $4.9

Intellectual Property 40

Intellectual Property Capital Security Security 40

Wink Intel

NOVEMBER 14, 2022

As we look to the strength of our balance sheet, the consistency of our cash flows and the diversification of our businesses and earnings sources, we are confident in our ability to return significant capital to shareholders through a combination of dividends and share repurchases.”. _. Variable investment income (loss). . $. (13.

Loss 40

Loss Capital Sales Retail 40

Wink Intel

FEBRUARY 22, 2023

We maintained a strong financial position throughout the year and delivered on our capital management goals for 2022. We have a strong balance sheet and free cash flow profile, and we will stay disciplined in deploying capital to create value for our customers, distribution partners and other stakeholders.”

Loss 40

Loss Sales Security Security 40

Wink Intel

MAY 11, 2021

Net investment gains (losses). . . Net derivative gains (losses). . . Net income (loss). . $. Net income (loss) per share. . $. Net derivative losses amounted to $2.2 Corporate & Other had an adjusted loss of $171 million, compared to an adjusted loss of $131 million in the first quarter of 2020.

Loss 40

Loss Capital Sales Security 40

Wink Intel

MARCH 9, 2021

The stronger capital base and complete alignment will allow the company to rapidly scale asset and liability origination, broaden distribution channels and act as a leading global solutions provider. Walkers Global represented Athene’s special committee on matters of Bermuda law. Lazard Frères & Co. About Apollo.

Intellectual Property 40

Intellectual Property Capital Security Security 40