Form 8-K · Current report
Principal Financial Group 8-K, filed Jul 20, 2026
- Filed
- CIK
- 0001126328
- Accession no.
- 0001104659-26-085051
Summary
Principal Financial Group disclosed $808.0 billion in assets under management as of June 30, 2026, ahead of its quarterly earnings release, with $601.9 billion managed by Principal Asset Management - Investment Management and $168.5 billion by Principal Asset Management - International Pension. The company said foreign currency translation, market performance, and other items had an approximate 6.4% positive impact as a percentage of beginning-period AUM for the quarter.
Key points
- Assets under management totaled $808.0 billion as of June 30, 2026.
- Principal Asset Management - Investment Management managed $601.9 billion and Principal Asset Management - International Pension managed $168.5 billion.
- Foreign currency translation, market performance, and other items had an approximate 6.4% positive impact as a percentage of beginning-period AUM for the quarter ended June 30, 2026.
- The company noted exposure to small-, mid-cap, and international products in equity AUM, high yield and preferred securities in fixed income AUM, and emerging-market exchange rate movement.
- The financial supplement for the quarter ended June 30, 2026 is expected to be posted to the investor relations website on or about July 27, 2026.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 7.01Regulation FD Disclosure
From the filing
Item 7.01 Regulation FD Disclosure This report is filed quarterly to disclose assets under management (“AUM”) by asset manager, prior to the availability of Principal Financial Group, Inc's (the "Company") quarterly earnings release. The amounts presented herein will be consistent with the format of AUM by asset manager and presented again in such format within the Company's financial supplement for the quarter ended June 30, 2026, when that document is posted to the Company's investor relations web site on or about July 27, 2026. …
An excerpt of the text as filed with the SEC, cut for length.
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