Principal Financial Group INC

Market Movers (8-K)

NASDAQ
Principal Financial Group announced strong second quarter 2026 results, exceeding expectations with a significant increase in non-GAAP operating earnings per diluted share and a raised common stock dividend.
NASDAQ
Principal Financial Group disclosed its second quarter 2026 Assets Under Management (AUM) of $808.0 billion, with a 6.4% positive impact from market performance and currency translation.
NASDAQ
Principal Financial Group, Inc. announced the issuance and sale of $400 million in 5.300% Senior Notes due 2037, guaranteed by Principal Financial Services, Inc.
Capital raise
NASDAQ
Principal Financial Group, Inc. reported the results of its annual shareholder meeting held on May 19, 2026, with all director nominees elected and key proposals approved.
NASDAQ
Principal Financial Group announced strong first quarter 2026 results, exceeding expectations with significant year-over-year growth in earnings per share and capital returns.
Better than expected
NASDAQ
Principal Financial Group disclosed its first-quarter 2026 assets under management, totaling $770.2 billion, with a slight negative impact from market performance and currency fluctuations.

Quarterly Earnings (10-Q)

NASDAQ
Principal Financial Group reports mixed results for Q2 2026, with increased net income driven by investment performance and exited business impacts, while facing challenges in premiums and certain operating expenses.
NASDAQ
Principal Financial Group reported a significant increase in net income for Q1 2026, driven by a favorable change in the fair value of a funds withheld embedded derivative, despite a decrease in premiums.
Better than expected
NASDAQ
Principal Financial Group reports a significant turnaround in Q3 net income and solid year-to-date earnings, driven by favorable market movements and strategic business growth.
Better than expected
Capital raise
NASDAQ
Principal Financial Group's second quarter net income rose to $406.2 million, driven by favorable one-time impacts and market performance, despite a significant decline in total revenues and a substantial six-month net income drop due to asset write-downs and derivative fair value changes.
Capital raise
Worse than expected
NASDAQ
Principal Financial Group's Q1 2025 results were affected by market volatility and a strategic decision to exit the Hong Kong Mandatory Provident Fund Schemes.
Worse than expected
NASDAQ
Principal Financial Group's Q3 2024 results show a net loss driven by changes in the fair value of funds withheld embedded derivatives, despite growth in some segments.
Worse than expected

Annual Reports (10-K)

NASDAQ
Principal Financial Group (PFG) announces its 10-K filing, highlighting $1.66 trillion in assets under administration and strategic segment realignments for enhanced global operations.
Worse than expected
NASDAQ
Principal Financial Group's 10-K filing details its registered securities, governance provisions, and risk management strategies.

Insider Trading (Form 4)

NASDAQ
Elizabeth Mitchell, a Director at Principal Financial Group Inc., acquired 80 shares of common stock on June 26, 2026.
NASDAQ
Alfredo Rivera, a Director at Principal Financial Group Inc., acquired 117 shares of common stock on June 26, 2026, as part of a restricted stock unit grant.
NASDAQ
Clare Stack Richer, a Director at Principal Financial Group Inc., received a grant of restricted stock units.
NASDAQ
Director Blair Pickerell acquired 281 shares of Principal Financial Group Inc. common stock on June 26, 2026, as reported in a Form 4 filing.
NASDAQ
Diane C. Nordin, a Director at Principal Financial Group Inc., acquired 217 shares of common stock on June 26, 2026.
NASDAQ
Claudio Muruzabal, a Director at Principal Financial Group Inc., acquired 100 shares of common stock on June 26, 2026.

Proxy Statements (Def-14A)

NASDAQ
Principal Financial Group successfully completed its leadership transition while delivering record assets under management and returning $1.5 billion to shareholders in 2025.
Better than expected
NASDAQ
Principal Financial Group will hold its annual shareholders meeting virtually via live webcast on May 20, 2025, and is providing proxy materials online.
NASDAQ
Principal Financial Group reports a CEO leadership transition effective January 2025 and highlights strong 2024 earnings driven by strategic focus and growth in key markets.
NASDAQ
Principal Financial Group will hold its annual shareholder meeting virtually on May 21, 2024, with proxy materials available online.
NASDAQ
Principal Financial Group's proxy statement highlights a strong 2023, driven by its diversified business model and strategic focus on asset management, retirement, and benefits and protection.

Institutional Holdings (13F)

NASDAQ
Principal Financial Group Inc. has filed its Form 13F for the quarter ended March 31, 2026, detailing its institutional investment holdings.
NASDAQ
Principal Financial Group Inc. has filed its quarterly Form 13F-HR, revealing holdings totaling over $195 billion across 4,456 entries as of December 31, 2025.
NASDAQ
Principal Financial Group Inc. has filed its Q3 2025 13F-HR report, revealing institutional equity holdings totaling over $198 billion across 4,552 positions.
NASDAQ
Principal Financial Group Inc. has filed its Form 13F-HR, revealing an aggregate investment portfolio value of over $189 billion across 4,603 positions as of June 30, 2025.
NASDAQ
Principal Financial Group's latest 13F filing showcases a diverse portfolio with significant holdings in major companies across various sectors as of March 31, 2025.
NASDAQ
Principal Financial Group's latest 13F filing reveals a substantial $183 billion in managed assets across various sectors as of December 31, 2024.

Schedule 13G - Passive Investments

NASDAQ
Vanguard Capital Management disclosed a beneficial ownership of 15,573,456 shares, representing 7.18% of the outstanding common stock of Principal Financial Group Inc. as of March 31, 2026.
NASDAQ
Vanguard Portfolio Management has disclosed beneficial ownership of 11,295,571 shares, representing 5.2% of the outstanding common stock of Principal Financial Group Inc.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting a 0% beneficial ownership in Principal Financial Group Inc. following an internal realignment.
NASDAQ
Delaware Charter Guarantee & Trust Company, as trustee for Fidelity Bank's employee benefit plans, has reported a 9.5% beneficial ownership stake in FB Bancorp Inc. as of December 31, 2024.