Form 8-K · Current report
Principal Financial Group 8-K, filed Oct 19, 2026
- Filed
- CIK
- 0001126328
- Accession no.
- 0001104659-26-116869
Summary
Principal Financial Group disclosed $785.0 billion in assets under management as of September 30, 2026, ahead of its quarterly earnings release, with a roughly 1.5% negative quarterly impact on AUM from foreign currency translation, market performance and disposed operations, including a $2.2 billion reduction from the sale of its Chile annuity business.
Key points
- Principal Financial Group reported $785.0 billion in assets under management as of September 30, 2026, including $581.7 billion managed by Principal Asset Management - Investment Management and $166.2 billion by Principal Asset Management - International Pension.
- For the quarter ended September 30, 2026, foreign currency translation, market performance, disposed operations and other items had an approximate 1.5% negative impact as a percentage of beginning-period AUM.
- Operations disposed AUM in the quarter was negative $2.2 billion, primarily from the sale of the Chile annuity business within Principal Asset Management - International Pension.
- The company noted exposure to small-, mid-cap and international equity products, high yield and preferred securities in fixed income, and emerging-market exchange-rate movement during market dislocations.
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 September 30, 2026, when that document is posted to the Company's investor relations website on or about October 26, 2026. …
An excerpt of the text as filed with the SEC, cut for length.
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