PRINCIPAL FINANCIAL GROUP INC 8-K

What Happened
Principal Financial Group, Inc. (PFG) filed a Regulation FD 8-K on July 20, 2026 to disclose its assets under management (AUM) prior to the company’s quarterly earnings release. As of June 30, 2026, total AUM was $808.0 billion. Of that amount, $601.9 billion is managed by Principal Asset Management - Investment Management and $168.5 billion is managed by Principal Asset Management - International Pension. The filing notes that for the quarter ended June 30, 2026, a combination of foreign currency translation, market performance and other non-net-cash-flow items had an approximate 6.4% positive impact relative to beginning-period AUM. The Company will present the same AUM format in its financial supplement for the quarter, expected to post on or about July 27, 2026.

Key Details

• Total AUM as of June 30, 2026: $808.0 billion.
• Investment Management AUM: $601.9 billion; International Pension AUM: $168.5 billion.
• Non-cash items (FX translation, market performance, other) gave ~6.4% positive impact for the quarter.
• AUM breakdown will be included again in the Company’s financial supplement around July 27, 2026.

Why It Matters
AUM is a core driver of fee revenue for asset managers; the $808.0B figure gives investors a snapshot of scale ahead of Principal’s quarterly earnings. The reported 6.4% lift reflects market moves and currency effects rather than net new client flows, and the filing highlights exposures (small/mid-cap and international equity, high-yield and preferred fixed income, and emerging market currency risk) that could make AUM—and related revenues—sensitive to market dislocations and exchange-rate swings.