Principal Financial Group Inc. (PFG) filed a Form 8-K on July 20, 2026, to provide an interim Regulation FD disclosure on its assets under management ahead of its full quarterly earnings materials. The company reported that, as of June 30, 2026, total assets under management were $808.0 billion. Of that amount, $601.9 billion was managed by Principal Asset Management – Investment Management, while $168.5 billion was managed by Principal Asset Management – International Pension. The disclosure was made under Item 7.01, Regulation FD Disclosure, and is intended to provide investors with AUM information before the company’s quarterly earnings release and financial supplement for the quarter ended June 30, 2026. Principal said the AUM figures will be presented in the same format in its financial supplement, expected to be posted to the company’s investor relations website on or about July 27, 2026. The filing did not report a securities transaction, executive appointment, acquisition, dividend, financing, or insider trading activity. Instead, it provides an early operating metric that investors often use to assess asset-management scale and market-driven changes in the business. For the second quarter ended June 30, 2026, Principal noted that foreign currency translation, market performance, and other items not included in net cash flow had an approximately 6.4% positive impact as a percentage of beginning-period AUM. The company also highlighted that, during periods of market dislocation and wider dispersion of investment returns, investors should pay attention to its exposure to small- and mid-cap equities, international equity products, high-yield and preferred securities within fixed income AUM, and exchange-rate movements in emerging markets. The filing was signed on July 20, 2026, by Humphrey Lee, Vice President – Investor Relations.
Stock detail
Principal Financial (PFG) stock price, chart, and key data
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Stock detail
Principal Financial
PFG · XNAS
-$2.06 (-1.88%) past day
$107.79
Overnight $105.65 (-1.99%)
Key metrics
Financials
Quarterly revenue, profitability, and balance-sheet snapshot
Dividend
Past Dividend Performance
$0.79
$0.80
$0.82
Annual Dividend Yield
3.04%
Dividend
$0.82 / Stock
Frequency
Quarterly Payment
Operating income & Operating cash flow
Quarterly revenue, profitability, and balance-sheet snapshot
Total assets & Total liabilities
Quarterly revenue, profitability, and balance-sheet snapshot
Total equity & Shares outstanding
Quarterly revenue, profitability, and balance-sheet snapshot
Day range
$106.30 - $109.85
52-week range
$75.00 - $114.90
Close price
$107.32
Market cap
$23.2B
P/E ratio
15.47
Beta
0.88
Financials
FY2026 Q1Operating income
$522M
Operating cash flow
$187M
EPS
1.93
Shares outstanding
216M
Total assets
$333B
Total equity
$12B
Total liabilities
$320B
About the company
Principal Financial Group, Inc.
Principal Financial Group, Inc. is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States.
Analyst rating summary
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Mean target
$108
6
Hold
/ 10
Recent calls
07/15/2026
Bank of America Securities
Joshua Shanker
Sell
07/12/2026
KBW
Ryan Krueger
Hold · Price target $112
07/09/2026
Jefferies
Suneet Kamath
Hold · Price target $98.00
Ticker holders
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#1Ro Khanna
democrat · House · CA-17
- Buy$1,000 / $8,000 / $15,000
- Sell$1,000 / $8,000 / $15,000
#2Ro Khanna
democrat · House · CA-17
- Sell$1,000 / $8,000 / $15,000
- Sell$1,000 / $8,000 / $15,000
#3Ro Khanna
democrat · House · CA-17
- Sell$1,000 / $8,000 / $15,000
#4Julie Johnson
democrat · House · TX-32
#5Lisa McClain
republican · House · MI-9
- Sell$1,001 / $8,001 / $15,000
- Sell$1,001 / $8,001 / $15,000
- Buy$1,001 / $8,001 / $15,000
- Buy$1,001 / $8,001 / $15,000
- Buy$1,001 / $8,001 / $15,000
#6Donald J Trump
republican · Executive
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