Short answer
Principal Financial Group (PFG) filed an 8-K current report with the SEC on April 20, 2026 reporting Item 7.01 (Regulation FD Disclosure). Total AUM $770.2B as of March 31, 2026, providing a pre-earnings indicator of fee-generating asset scale.
Principal Financial Group 8-K event analysis
AI summary of each reported item and its exhibits
Item 7.01 · Regulation FD Disclosure
- Total AUM $770.2B as of March 31, 2026, providing a pre-earnings indicator of fee-generating asset scale
- Principal Asset Management–Investment Management managed $578.0B of AUM
- Principal Asset Management–International Pension managed $159.6B of AUM
- Market performance, foreign exchange, and other items reduced beginning-period AUM by approximately 1.2%
- Risk exposure concentrated in small- and mid-cap equities, international products, high yield, preferred securities, and emerging-market currencies
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