8-K current report · filed Jul 20, 2026

Principal Financial Group (PFG) 8-K Current Report: July 20, 2026

Item 7.01PFG overview

Short answer

Principal Financial Group (PFG) filed an 8-K current report with the SEC on July 20, 2026 reporting Item 7.01 (Regulation FD Disclosure). June 30 AUM totaled $808.0B, providing an early indicator ahead of the quarterly earnings release.

Principal Financial Group 8-K event analysis

AI summary of each reported item and its exhibits

Item 7.01 · Regulation FD Disclosure

  • June 30 AUM totaled $808.0B, providing an early indicator ahead of the quarterly earnings release
  • Principal Asset Management Investment Management managed $601.9B; International Pension managed $168.5B
  • Market performance, foreign exchange, and other items lifted beginning-period AUM approximately 6.4%
  • Small- and mid-cap, international equity, high-yield, preferred securities, and emerging-market currency exposure amplify market sensitivity

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