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

MARCH 7, 2023

Key takeaways and total company guidance Updated reporting segments to better align with the Company’s go-forward business model: Reporting Retirement and Income Solutions (RIS) in total Combining Principal Global Investors and Principal International into a new segment, Principal Asset Management Updating the name of the U.S.

Loss 40

Loss Intellectual Property Capital Globalization 40

Wink Intel

FEBRUARY 20, 2024

The Company’s newest product addresses retirement challenges from volatility to inflation, seeking to find a balance between managing risk and long-term growth potential. Buffers offer protection from initial losses up to a certain pre-determined threshold, then you’re responsible for any additional losses.

Intellectual Property 40

Intellectual Property Banking IT Retail 40

Wink Intel

MAY 30, 2022

Under the agreement, the company has reinsured approximately $25 billion of in-force statutory reserves, and Talcott has engaged Principal ® to manage approximately $4 billion in commercial mortgage loans and private credit assets for the lifetime of the assets.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

FEBRUARY 8, 2022

Through Manulife Investment Management, the global brand for our global wealth and asset management segment, we serve individuals, institutions and retirement plan members worldwide. trillion ) in assets under management and administration, and in the previous 12 months we made CAD$31.6 trillion ( US$1.1

Intellectual Property 40

Intellectual Property Capital Loss Finance 40

Wink Intel

AUGUST 8, 2023

Asset Management net outflows were $4.0 In Wealth Management, demand for advice drove another quarter of organic growth with $1.3 In addition, our capital ratios remain resilient through market cycles with a combined RBC ratio of approximately 425-450% as of the half year, above our 375-400% target.” billion of net inflows.”

Loss 40

Loss Capital Globalization Intellectual Property 40

Wink Intel

AUGUST 9, 2022

We’re keenly focused on managing expenses in line with revenues and will continue to be disciplined in overseeing business economics and operations,” said Houston. Principal Global Investors (PGI) managed net cash flow of $1.4 million of capital to shareholders during the second quarter, including: $161.7 Returned $401.6

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

OCTOBER 31, 2022

We remain in a strong financial position with the financial flexibility, discipline, and experience to manage through this time of macroeconomic uncertainty. billion of capital, of which $1.9 million of capital during the third quarter, including: $450.1 Principal Global Investors (PGI) managed net cash flow of $2.3

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 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Total PGI assets under management (billions). . PGI sourced assets under management (billions). .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

JUNE 7, 2021

These statements are based on the beliefs and assumptions of Athene’s management and the management of Athene’s subsidiaries. Such statements are subject to risks and uncertainties that could cause actual results, events and developments to differ materially from those set forth in, or implied by, such statements.

Globalization 40

Globalization Intellectual Property Loss Security 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

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. Third Quarter. (in 0.69. . .

Loss 40

Loss Capital 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. Total Assets Under Management (“AUM”, in billions). $. Net income (loss) attributable to Holdings. . Operating earnings (loss). .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 10, 2022

With our leading franchises in advice, retirement and asset management, we remain well-positioned to help address the growing demand to protect the financial future of Americans who are confronting greater economic uncertainty,” said Mark Pearson, President and Chief Executive Officer. Total Assets Under Management (“AUM”, in billions). . $.

Loss 40

Loss Capital Intellectual Property Security 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.”. on a trailing twelve-month basis. .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 3, 2021

Best Places to Work in Money Management 13.”. Principal Global Investors (PGI) had record PGI managed AUM of $507.7 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. million of capital during the first quarter, including: $152.2 Tweet this.

Loss 40

Loss Capital Intellectual Property Globalization 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. Incurred loss ratio. . . Plan to return $2.5-$3.0

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

NOVEMBER 8, 2021

Driven by solid performance across our retirement and asset management businesses, we reported strong third quarter results, with non-GAAP operating earnings of $1.94 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.

Loss 40

Loss Capital Intellectual Property Finance 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

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. Incurred loss ratio. . . 2021 total company guidance. 2021 business unit guidance.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

APRIL 5, 2021

“By choosing Athene, JCPenney is entrusting its pension promises to a company with deep experience and expertise in the long-term management of retirement benefits. Athene utilized its strategic capital vehicle, Athene Reinsurance Co-investment (“ACRA”), to support the completion of this transaction.

Intellectual Property 40

Intellectual Property Capital Security Security 40

Wink Intel

MAY 11, 2021

Buoyed by net flows and strong equity markets, assets under management grew 27% year-over-year to $822 billion, reaching another record high,” said Mark Pearson, President and Chief Executive Officer. Mr. Pearson continued, “We remain grounded in our fair value economic approach to managing the business. First Quarter. (in 1,488. ).

Loss 40

Loss Capital Intellectual Property Security 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 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 10, 2021

Total Assets Under Management (“AUM”, in billions). $. 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). 869. . . $. 0.23. .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 23, 2021

“Against the backdrop of a historic health and economic crisis, I am pleased to report strong results for Equitable in the fourth quarter of 2020 with assets under management reaching a record $809 billion, benefiting from the resilience of our businesses and the dedication of our employees and advisors. Non-GAAP operating earnings (loss).

Loss 40

Loss Capital Intellectual Property Management 40

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 “We progressed our capital deployment priorities by investing in our highest potential businesses, including an exclusive bancassurance transaction in Vietnam , and a common share dividend increase of 18%. NBV 5 of $2.2 APE sales 5 of $6.1

Globalization 40

Globalization Sales Loss Management 40

Wink Intel

AUGUST 8, 2023

Kevin Hogan, President and Chief Executive Officer of Corebridge, said, “This was an excellent quarter for Corebridge, where we continued to benefit from our focused execution, disciplined risk management and the competitive strengths of our diversified businesses. billion as of June 30, 2023 Financial leverage ratio of 28.0%

Loss 40

Loss Capital Security Security 40

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

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

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.”. An increase in earnings from Hartford Funds driven by higher assets under management.

Loss 40

Loss Capital Security Security 40

Wink Intel

NOVEMBER 8, 2021

Global Wealth and Asset Management (“Global WAM”) net inflows 1 of $9.8 See “Performance and non-GAAP measures” below and in our Third Quarter 2021 Management’s Discussion and Analysis (“3Q21 MD&A”) for additional information. . Core ROE 1 of 12.0% and ROE of 12.6% APE sales 1 of $1.4

Globalization 40

Globalization Business Management Intellectual Property 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

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

AUGUST 10, 2021

Given Athene’s deep expertise in the long-term management of retirement benefits, the plan participants covered by this transaction can be confident they will receive the same pension benefit, on the same schedule, as what they currently receive.” This large-scale transaction comes as the U.S.

Intellectual Property 40

Intellectual Property Capital 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 General account assets under management (at amortized cost). General account assets under management (at amortized cost) were $127.7

Loss 40

Loss Capital Sales Security 40

Wink Intel

SEPTEMBER 1, 2023

North American Charter ® Plus 10 & 14 are flexible premium FIAs that offer growth potential for retirement assets as well as protection from losses due to downside market fluctuations. or any of its affiliates (including Goldman Sachs Asset Management, L.P.), They may not be appropriate for all clients.

Intellectual Property 40

Intellectual Property Loss Sales Capital 40