Citable operating metrics

PFG operating KPIs from filings

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PFG's latest SEC-sourced operating KPI table includes Specialty Benefits Operating Margin at 4.00 for 2023-12-31.

PFG operating KPIs from filings
MetricPeriodValueBasis
Specialty Benefits Operating MarginDec 31, 20234.00quarterly
Total AumDec 31, 2022148.90quarterly

Source: SEC EDGAR operating KPI disclosure; period Dec 31, 2023; filed Apr 27, 2023; accession 0001104659-23-051370.

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