8-K current report · filed Jun 1, 2026

Principal Financial Group (PFG) 8-K Current Report: June 1, 2026

Item 1.01Item 2.03Item 8.01PFG overviewOriginal on SEC EDGAR

Short answer

Principal Financial Group (PFG) filed an 8-K current report with the SEC on June 1, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 2.03 (Creation of a Direct Financial Obligation), Item 8.01 (Other Events). Underwriting Agreement dated May 27, 2026 governing issuance and sale of Notes.

Principal Financial Group 8-K event analysis

AI summary of each reported item and its exhibits

Item 8.01 · Other Events

  • Underwriting Agreement dated May 27, 2026 governing issuance and sale of Notes
  • BofA Securities, Goldman Sachs, and J.P. Morgan serving as underwriter representatives
  • Legal opinions support validity of the Notes and related Guarantee
  • Notes issued by Principal Financial Group with PFSI-related Guarantee documentation

Other items in this filing:

  • Item 1.01: Entry into a Material Definitive Agreement
  • Item 2.03: Creation of a Direct Financial Obligation

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