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NASDAQ: PFG PRINCIPAL FINANCIAL GROUP INC 8-K

Principal Financial discloses Q2 AUM of $808B, up 6.4% on markets and FX

Filed July 20, 2026 · Period ending July 20, 2026 · ~1 min read

Key Changes

  • high

    Total assets under management reached $808.0 billion as of June 30, 2026, with $601.9B in Investment Management and $168.5B in International Pension segments.

    Item 7.01 — Regulation FD Disclosure verify on EDGAR →
  • medium

    AUM grew 6.4% in Q2 2026 driven by market performance, foreign currency translation, and other non-cash-flow items rather than net new client inflows.

    Item 7.01 — Regulation FD Disclosure verify on EDGAR →
  • medium

    Company flagged volatility exposure in small/mid-cap and international equities, high-yield and preferred securities in fixed income, and emerging market currency movements.

    Item 7.01 — Regulation FD Disclosure verify on EDGAR →

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Source-verified from EDGAR · Narrative written by AI · Jul 28, 2026 · How we verify