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Get filing alertsPrincipal 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
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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 → -
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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 → -
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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