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Principal Financial Group 8-K Report, Regulation FD Disclosure (Apr 17, 2025)

Reports
Regulation FD
Filing Date
Filed April 17, 2025
Period End
April 17, 2025
Security
PFG
In the record · 2016–202610-K1110-Q338-K163

PFG filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 163 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Sep ’18Sep ’18
  2. Leadership change8-K · Sep ’20Sep ’20
  3. Material agreement8-K · Oct ’22Oct ’22
  4. Material agreement8-K · Sep ’26Sep ’26

01—Abstract

Summary

Summary of the 8-K filed April 17, 2025. Cited figures are marked; the original filing is the authoritative source.

Principal Financial Group, Inc. (PFG) filed this Form 8-K on April 17, 2025 under Item 7.01 (Regulation FD Disclosure) to report its assets under management (AUM) by asset manager ahead of its quarterly earnings release.

As of March 31, 2025, total AUM for Principal Financial Group was $717.9 billiona, of which $555.8 billion was managed by Principal Asset Management - Investment Management and $133.5 billion by Principal Asset Management - International Pension. The filing states that Principal delivers products and services through a network of focused investment teams and highlights its allocation to small, mid-cap, international, and REIT products in equity AUM, along with high yield and preferred securities in fixed income AUM, as areas of relevance during periods of market dislocation and wider return dispersion. Non-U.S. AUM is translated to U.S. dollars at end-of-period spot exchange rates.

The company also states that for the quarter ended March 31, 2025, foreign currency translation, market performance, and other items not reported as part of net cash flow had an approximate 1.4%b positive impact as a percentage of beginning period AUM. The amounts will be presented again in the financial supplement for the quarter, expected to be posted on or about April 24, 2025.

02—Key points

Key Highlights

  1. Total assets under management were $717.9 billion as of March 31, 2025.
  2. Principal Asset Management - Investment Management managed $555.8 billion.
  3. Principal Asset Management - International Pension managed $133.5 billion.
  4. Foreign currency translation, market performance, and other non-cash-flow items had an approximate 1.4% positive impact on beginning-period AUM for the quarter.
  5. The disclosure was made under Regulation FD ahead of the quarterly earnings release, with the detailed AUM-by-manager format to appear in the financial supplement around April 24, 2025.
  6. Non-U.S. AUM is translated to U.S. dollars using end-of-period spot exchange rates.

03—Questions

Frequently Asked Questions

  1. What were Principal Financial Group's total assets under management as of March 31, 2025?

    Total AUM was $717.9 billion, consisting of $555.8 billion managed by Principal Asset Management - Investment Management and $133.5 billion managed by Principal Asset Management - International Pension.

  2. Why did Principal file this 8-K?

    The filing discloses AUM by asset manager quarterly, before the availability of the company's quarterly earnings release, under Item 7.01 Regulation FD Disclosure.

  3. What drove the change in AUM during the quarter?

    The filing states that foreign currency translation, market performance, and other items not reported as part of net cash flow had an approximate 1.4% positive impact as a percentage of beginning-period AUM for the quarter ended March 31, 2025.

  4. How does Principal value-translate its international assets?

    Non-U.S. reported AUM is translated into U.S. dollar equivalents using end-of-reporting-period spot foreign exchange rates.

  5. Where will more detailed AUM information be available?

    The same AUM-by-asset-manager format will be presented in the financial supplement for the quarter ended March 31, 2025, expected to be posted to the company's investor relations website on or about April 24, 2025.

04—Continue

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