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Principal Financial Group 8-K Report, Regulation FD Disclosure (Jul 16, 2025)

Reports
Regulation FD
Filing Date
Filed July 16, 2025
Period End
July 16, 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 July 16, 2025. Cited figures are marked; the original filing is the authoritative source.

Principal Financial Group, Inc. (PFG) filed this Form 8-K under Item 7.01 (Regulation FD Disclosure) on July 16, 2025 to disclose its quarterly assets under management (AUM) by asset manager ahead of its quarterly earnings release.

As of June 30, 2025, total assets under management for Principal Financial Group were $752.7 billiona. Of this, $579.6 billion was managed by Principal Asset Management - Investment Management and $143.4 billion by Principal Asset Management - International Pension. The filing states that the AUM figures follow the same by-asset-manager format that will appear in the company's financial supplement for the quarter ended June 30, 2025, which is expected to be posted to its investor relations website on or about July 28, 2025.

The company notes that non-U.S. AUM is translated into U.S. dollar equivalents using end-of-period spot foreign exchange rates. The filing also highlights the company's allocation to small-cap, mid-cap, international and REIT products within equity AUM, and high yield and preferred securities within fixed income AUM, which management points to as relevant during periods of market dislocation and wider return dispersion.

02—Key points

Key Highlights

  1. Total assets under management were $752.7 billion as of June 30, 2025.
  2. Principal Asset Management - Investment Management managed $579.6 billion.
  3. Principal Asset Management - International Pension managed $143.4 billion.
  4. The disclosure is a quarterly Regulation FD release made ahead of the quarterly earnings release.
  5. The full by-asset-manager AUM breakdown is expected in the Q2 2025 financial supplement, posted on or about July 28, 2025.
  6. Non-U.S. AUM is translated to U.S. dollars at end-of-period spot exchange rates.
  7. The company highlights its equity exposure to small-cap, mid-cap, international and REIT products and its fixed income exposure to high yield and preferred securities.

03—Questions

Frequently Asked Questions

  1. What were Principal Financial Group's total assets under management as of June 30, 2025?

    Total AUM were $752.7 billion as of June 30, 2025, according to the filing.

  2. How is AUM split between the company's asset managers?

    Principal Asset Management - Investment Management managed $579.6 billion and Principal Asset Management - International Pension managed $143.4 billion.

  3. Why did the company file this disclosure?

    The filing states it was made quarterly to disclose AUM by asset manager before the quarterly earnings release is made available.

  4. When will the detailed AUM information be available in another format?

    The same by-asset-manager format will appear in the financial supplement for the quarter ended June 30, 2025, which the company expects to post to its investor relations website on or about July 28, 2025.

  5. How are non-U.S. assets valued in these figures?

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

04—Continue

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