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

FEBRUARY 20, 2024

The RILA category has experienced rapid growth over the last few years, with total industry RILA sales forecasted to be at a record level between $44 to $48 billion in 2023 1 as advisors and consumers continue to find RILAs an attractive solution in the current market. ” 1 LIMRA Annuity Market Forecast 2 For J.D.

Intellectual Property 40

Intellectual Property Banking IT Retail 40

Wink Intel

MARCH 7, 2023

Assumptions The outlook for 2023 reflects: Corporate segment pre-tax operating losses of $(375)-$(425) million; U.S. Macroeconomic headwinds in 2022, which impacted assets under management and account values, are pressuring expected EPS growth in 2023. 31, 2022; Interest rates follow forward curve as of Dec. 877-407-0832 (U.S.

Loss 40

Loss Intellectual Property Capital 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

Although we believe that the expectations reflected in such forward-looking statements are reasonable, such statements involve risks and uncertainties, and undue reliance should not be placed on such statements and they should not be interpreted as confirming market or analysts’ expectations in any way.

Intellectual Property 40

Intellectual Property Capital Loss Finance 40

Wink Intel

AUGUST 8, 2023

AB’s institutional pipeline remains strong with growth in Private Markets supporting a 2% fee-rate improvement year-over-year. 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

Throughout the quarter, uncertainty over central banks tightening caused volatility in equity, interest rate, and foreign currency markets, which negatively impacted our results,” said Dan Houston, chairman, president, and CEO of Principal ®. 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

billion of positive total company net cash flow, despite headwinds from equity and fixed income markets and foreign exchange rates,” said Dan Houston, chairman, president, and CEO of Principal ®. billion of capital, of which $1.9 million of capital during the third quarter, including: $450.1 per diluted share, in the quarter.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 2, 2022

Strong underlying fundamentals and a sharp focus on our growth drivers drove a solid start to the year despite significant market volatility and geopolitical uncertainty,” said Dan Houston, chairman, president, and CEO of Principal ®. million of capital to shareholders during the first quarter, including: $167.0 Incurred loss ratio.

Loss 40

Loss Capital Intellectual Property Globalization 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 million of capital to shareholders during the fourth quarter, including: $168.5 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. 0.69. . . 1.28. . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 9, 2022

“With our resilient business model and fair value hedging program, we continued to deliver robust results and our balance sheet remains protected amidst challenging economic conditions and declining markets. Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . 4.47. .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 10, 2022

Our fair value economic approach and use of market interest rates have led to robust cash flows despite volatile markets and geopolitical conflict. Equitable has committed to deploy $10 billion in investment capital from its General Account towards AB’s Private Markets platform. per share, up 1% year-over-year.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 3, 2021

During our 2021 investor day, we announced changes to our business portfolio and capital management strategy to drive future growth, reduce capital intensity, sharpen our strategic focus, and reinforce our commitment to returning more capital to shareholders as we continue to create long-term shareholder value,” said Houston. “In

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

MAY 3, 2021

billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Estimated statutory risk-based capital (RBC) ratio for Principal Life Insurance Company of 437%; above our 400% targeted RBC ratio. million of capital during the first quarter, including: $152.2

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

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

FEBRUARY 2, 2021

Our balance sheet and underlying investments are high quality and performed exceptionally well in 2020’s stressed and volatile markets. Our capital deployment strategy is balanced and disciplined, focused on creating long-term shareholder value. million of capital during the fourth quarter, including: $153.7 Deployed $228.7

Loss 40

Loss Capital Intellectual Property Globalization 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

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

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. Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. 822. . . $.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 10, 2021

We continue to benefit from positive net flows and favorable equity markets with AUM now reaching $869 billion, up 22% year-over-year and 6% over the first quarter,” said Mark Pearson, President and Chief Executive Officer. Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

APRIL 5, 2021

Athene utilized its strategic capital vehicle, Athene Reinsurance Co-investment (“ACRA”), to support the completion of this transaction. billion of transactions to support more than 300,000 annuitants since entering the market. To learn more about Athene’s PRT solutions, visit www.athene.com/PRT. __.

Intellectual Property 40

Intellectual Property Capital Security 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

Wink Intel

FEBRUARY 14, 2022

“We are scaling our business to grow across the diverse markets in Asia and in 2021 commenced a 16-year bancassurance partnership with VietinBank, one of the largest financial institutions in Vietnam, that enables a full suite of insurance, wealth and retirement solutions to be made available to customers in Vietnam. .”

Globalization 40

Globalization Sales Loss Management 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 per share of common stock Repurchased $102 million of shares from public market through October 31, 2023 Declared special dividend of $1.16

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

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. This data, a crucial asset, offers deep insights into market shifts, consumer preferences, and competitive positioning. It might seem like a steal, but there's a hidden agenda.

Intellectual Property 52

Intellectual Property Commerce Competitive Gaming 52

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.”. CONSOLIDATED RESULTS: . Three Months Ended. in fourth quarter 2021 from 57.1%

Loss 40

Loss Capital Security Security 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

“As a leader in the pension risk transfer market, Athene has a track record of completing large-scale transactions that help plan sponsors meet their pension obligations while providing income security for their plan participants and their spouses and beneficiaries. This large-scale transaction comes as the U.S. About Athene.

Intellectual Property 40

Intellectual Property Capital Security Security 40

Wink Intel

SEPTEMBER 1, 2023

The Goldman Sachs Equity TimeX Index (the “Index”) offers exposure to the equity market while providing greater option-cost stability through volatility control and an excess return structure. Performance Choice ® is a flexible premium deferred FIA designed for accumulation potential while helping protect from market volatility.

Intellectual Property 40

Intellectual Property Loss Sales Capital 40

Wink Intel

AUGUST 31, 2023

The Goldman Sachs Equity TimeX Index (the “Index”) offers exposure to the equity market while providing greater option-cost stability through volatility control and an excess return structure. Performance Choice ® is a flexible premium deferred FIA designed for accumulation potential while helping protect from market volatility.

Intellectual Property 40

Intellectual Property Loss Sales Capital 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 billion after tax during the quarter, driven by higher long-term interest rates and stronger equity markets. 12,349. . . $.

Loss 40

Loss Capital Sales Security 40