{"filings":[{"id":777877,"accession_number":"0001104659-26-068908","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2026-06-01T20:05:54+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Principal Financial Group issues $400M of 5.300% Senior Notes due 2037","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $400M aggregate principal amount of 5.300% Senior Notes maturing 2037.","Notes fully and unconditionally guaranteed by Principal Financial Services, Inc.","Underwriting agreement with BofA Securities, Goldman Sachs & Co. LLC, and J.P. Morgan.","Issued under shelf registration; closing occurred on June 1, 2026.","Use of proceeds not specified in filing; typical general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":554122,"accession_number":"0001104659-26-064476","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2026-05-20T20:00:59+00:00","items":["5.07"],"status":"ready","headline":"Principal Financial Group shareholders elect directors, approve compensation and stock plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Class I directors: Auerbach, Beams, Carter-Miller, Mills, Muruzabal (each >131M votes for).","Advisory vote to approve executive compensation passed: 143.99M for, 4.65M against.","Ratified appointment of independent registered public accountants: 152.48M for, 10.21M against.","Approved 2026 Stock Incentive Plan: 145.77M for, 3.12M against, 13.65M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91438,"accession_number":"0001104659-26-047680","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Principal Financial Q1 2026: Non-GAAP op earnings per share $2.17, up 13% YoY; dividend raised to $0.82","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.93; non-GAAP operating EPS excl. sig. variances $2.17, up 13% YoY.","Board raised Q2 2026 dividend to $0.82/share (+8% YoY); returned $374M to shareholders ($200M buybacks, $174M dividends).","AUM of $770B, AUA of $1.8T; excess capital $1.45B."],"consensus_eps_estimate":null,"consensus_eps_actual":1.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":3529100000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91437,"accession_number":"0001104659-26-045100","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Principal Financial reports Q1 2026 AUM of $770.2B, down 1.2% from beginning period","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $770.2B as of March 31, 2026; $578.0B managed by Principal Asset Management - Investment Management.","$159.6B managed by Principal Asset Management - International Pension.","Market performance, FX, and other items had approx 1.2% negative impact as a percentage of beginning period AUM.","Exposure to small/mid-cap and international equity, high yield/preferred fixed income, and emerging market FX noted.","Full Q1 earnings release expected around April 23, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101514,"accession_number":"0001104659-26-012083","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Principal Financial Q4 2025 operating EPS $2.24 (ex-variances), raises dividend to $0.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year non-GAAP operating EPS excl sig. variances $8.55, up 12% YoY at high end of 9-12% target.","4Q25 non-GAAP operating EPS excl sig. variances $2.24, up 7% YoY; net income $517M ($2.32 diluted EPS).","Returned over $1.5B to shareholders in 2025: $0.9B share repurchases and $0.7B dividends.","Q1 2026 dividend raised $0.01 to $0.80/share, a 7% increase over Q1 2025.","Excess capital $1.6B; Principal Life RBC ratio 406%; AUM $781B, AUA $1.8T."],"consensus_eps_estimate":null,"consensus_eps_actual":5.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":15625500000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101513,"accession_number":"0001104659-26-005778","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Principal Financial reports Dec 31, 2025 AUM of $781.0B","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Total AUM $781.0B: $593.9B in Principal Asset Management - IM, $153.9B in International Pension.","$13.0B of AUM from operations disposed in Q4 2025.","Excluding disposed ops, currency translation, market performance, and other items had ~1.5% positive impact as % of beginning-period AUM.","Filing notes exposure to small/mid-cap and international equity, high yield, preferred securities, and FX in emerging markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117858,"accession_number":"0001104659-25-102607","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Principal Financial Q3 non-GAAP operating EPS $2.32, up 13% YoY; raises dividend 8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Non-GAAP operating EPS (excl. significant variances) $2.32, +13% YoY; GAAP EPS $0.95.","Raised Q4 2025 common stock dividend to $0.79/share (+1¢ from Q3, +8% YoY).","Returned $398M to shareholders: $225M share repurchases and $173M dividends.","AUM $784B with $0.4B net cash flow; excess and available capital $1.6B.","Full-year guidance reaffirmed; management cites robust operating performance."],"consensus_eps_estimate":null,"consensus_eps_actual":2.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":11048800000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117857,"accession_number":"0001104659-25-100073","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Principal Financial reports Q3 2025 AUM of $784.3B, managed by two segments","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $784.3B as of September 30, 2025.","$601.6B managed by Principal Asset Management - Investment Management.","$150.7B managed by Principal Asset Management - International Pension."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134323,"accession_number":"0001104659-25-080296","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-08-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Deanna Strable elected Chair of Principal Financial Group, effective Sept 2, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Deanna Strable (President & CEO) elected Board Chair, succeeding Dan Houston, who concludes board service.","Houston served as Chair since 2016 and President & CEO until Jan 7, 2025; he leaves after 40 years.","Strable joined Principal in 1990, held roles including CFO (2017-2024) and President & COO before becoming CEO.","Scott Mills (Independent Lead Director) expressed board confidence in Strable to drive growth and shareholder value.","Strable also serves on Elevance Health and Simpson College boards; is a Fellow of the Society of Actuaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134322,"accession_number":"0001104659-25-071214","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Principal Financial Q2 EPS $1.79; raises dividend 8% YoY to $0.78; returns $320M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted GAAP EPS $1.79, net income $406M; Non-GAAP operating EPS $2.16.","Non-GAAP operating EPS ex significant variances $2.07, up 18% YoY.","Returned $320M to shareholders: $150M buybacks + $170M dividends.","Q3 dividend raised to $0.78/share (8% vs Q3 2024); AUM $753B.","Excess capital $1.4B; ROE at midpoint of target range."],"consensus_eps_estimate":null,"consensus_eps_actual":2.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":7367200000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134321,"accession_number":"0001104659-25-068734","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-07-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Principal warns of unsolicited mini-tender offer at 34.9% below market","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Potemkin Limited offers $51.70/share for up to 100,000 shares, 34.91% below $79.43 close on June 30, 2025.","Offer represents only ~0.0004% of PFG outstanding common stock; company does not endorse it.","Principal recommends shareholders not tender; those who have may withdraw within 14 days of tender form delivery.","Offer expires Sept 30, 2025 at 5:00 p.m. Eastern time; SEC has cautioned investors about below-market mini-tenders.","Potemkin has made similar mini-tender offers for other companies; PFG is not associated with Potemkin."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134320,"accession_number":"0001104659-25-068334","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-07-16T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Principal Financial Q2 2025 AUM $752.7B, split between IM and Intl Pension","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM as of June 30, 2025: $752.7 billion.","$579.6B managed by Principal Asset Management - Investment Management.","$143.4B managed by Principal Asset Management - International Pension.","Disclosure ahead of Q2 2025 earnings supplement expected on July 28, 2025.","Non-U.S. AUM translated at end-of-period spot FX rates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151125,"accession_number":"0001104659-25-051988","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Principal Financial Group shareholders elect all Class III directors, pass say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected H. Elizabeth Mitchell, Blair C. Pickerell, Clare S. Richer, Deanna D. Strable-Soethout as Class III directors for three-year terms.","Advisory vote on executive compensation approved with 142,675,128 for, 7,735,191 against (94.8% support).","Ratification of Ernst & Young as independent auditor passed with 160,644,877 for, 9,439,069 against (94.5% support).","Broker non-votes on director elections and say-on-pay totaled ~19.3 million shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.15,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151124,"accession_number":"0001104659-25-051052","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Principal Financial names Joel Pitz as permanent CFO, effective May 19, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joel Pitz appointed Executive Vice President and CFO; he served as interim CFO since August 2024.","Base salary of $552,500, target annual incentive at 200% of base, and $2.35 million LTI in RSUs.","Pitz succeeds Deanna Strable, who became President and CEO in January 2025.","Pitz has been with Principal for 30 years, previously serving as SVP and Controller and CFO for international businesses.","Spouse Kristine Pitz is a Director – Accounting; her compensation approved by independent HR Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151123,"accession_number":"0001104659-25-038688","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PFG Q1 2025 non-GAAP operating EPS $1.81, up 10% YoY; dividend raised to $0.76","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.21; non-GAAP operating EPS $1.81; net income $48M, non-GAAP operating earnings $415M.","Returned $369M capital to shareholders: $200M share repurchases and $169M dividends.","Q2 dividend raised to $0.76/share (7% vs Q2 2024); payable Jun 27 to holders of record Jun 2.","AUM $718B; AUA $1.7T; excess and available capital $1.75B.","CEO Deanna Strable highlighted 10% EPS growth and 14% ROE, citing diversified portfolio strength."],"consensus_eps_estimate":null,"consensus_eps_actual":0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":3695900000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151122,"accession_number":"0001104659-25-035640","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-04-17T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Principal Financial reports AUM of $717.9B as of March 31, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $717.9B as of March 31, 2025.","Principal Asset Management - Investment Management AUM $555.8B; International Pension $133.5B.","AUM had a net positive impact of approximately 1.4% from FX, market performance, and other items.","Quarterly earnings release expected on or about April 24, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170022,"accession_number":"0001104659-25-026678","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-03-21T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"Principal Financial exercises put, issues $400M 4.111% Senior Notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exercised put option under 2018 $400M P-Caps arrangement, issuing $400M aggregate principal of 4.111% Senior Notes due 2028.","Company received eligible U.S. Treasury strips from Trust in exchange for the notes.","Trust dissolved March 20, 2025; beneficial holders of P-Caps received 2028 Notes pro rata.","No new cash raised; contingent liquidity facility converted into direct debt obligation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170021,"accession_number":"0001104659-25-021408","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"Principal Financial closes $500M P-Caps issuance; secures $500M senior note facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Closed $500M P-Caps issuance via High Street Funding Trust III in Rule 144A private placement.","Proceeds invested in U.S. Treasury strips; Company gains right to issue up to $500M of 5.807% Senior Notes due 2055.","Facility fee of 1.289% per annum on maximum principal; PFSI fully guarantees Senior Notes and obligations.","Mandatory P-Caps redemption on Feb 15, 2055; earlier redemption triggered under certain conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170020,"accession_number":"0001104659-25-017279","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Principal Financial Group plans to exercise 2028 put option, redeem $400M 2025 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Intends to exercise full put option under 2018 agreement to exchange $400M 4.111% senior notes for Treasury strips.","Proceeds from new 2055 pre-capitalized trust securities will redeem $400M 3.400% senior notes due May 15, 2025.","Transaction conditional on offering, sale, and settlement of new pre-capitalized trust securities; no assurances given.","Upon exercise, will direct dissolution of High Street Funding Trust I and deliver 2028 notes to P-Cap holders.","Refinancing extends debt maturity profile; 2025 notes redeemed early if deal completes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170019,"accession_number":"0001104659-25-010146","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Principal Financial reports FY2024 non-GAAP operating EPS $6.97, up 11%; raises dividend, authorizes $1.5B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year non-GAAP operating earnings $1,641M, or $6.97 per diluted share, up 11% ex-significant variances.","Q4 2024 non-GAAP operating EPS ex-significant variances $2.10, up 16% over prior year quarter.","Q1 2025 common stock dividend raised to $0.75/share (9% increase YoY); payable March 28, 2025.","Board approved new $1.5B share repurchase authorization; approximately $0.8B remains under prior authorization.","Returned $1.7B to shareholders in 2024 ($1.0B buybacks + $0.7B dividends)."],"consensus_eps_estimate":null,"consensus_eps_actual":6.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":16127700000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170018,"accession_number":"0001104659-25-005258","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2025-01-22T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Principal Financial Group reports AUM of $712.1B as of Dec 31, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $712.1B, down from prior quarter: $559.1B in Investment Management, $124.3B in International Pension.","FX translation, market performance, and other items had a negative ~3.7% impact as % of beginning period AUM.","Disclosure provided quarterly ahead of earnings; financial supplement for Q4 2024 due around Feb 6, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187042,"accession_number":"0001104659-24-119004","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Principal Financial names Deanna Strable CEO effective Jan 7, 2025; Dan Houston becomes Executive Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Deanna Strable, current President and COO, appointed CEO effective January 7, 2025; Houston becomes Executive Chairman.","Strable's CEO compensation: $1M base salary, 300% target incentive, $8.5M long-term equity grant.","Houston's Executive Chairman compensation: $1.1M base salary, 375% target incentive, $4.24M RSU grant.","Strable joined Principal in 1990; served as CFO from 2017 to 2024 and President U.S. Insurance Solutions before COO role.","Houston retires after 40 years with the company, 10 years as CEO; market cap grew from $13B to over $20B under his tenure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187041,"accession_number":"0001104659-24-111164","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Principal Financial Q3 net loss $220M on exited business; non-GAAP operating EPS $1.76","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $220M ($0.95 diluted EPS) driven by exited business; non-GAAP net income ex. exited business $419M ($1.78).","Non-GAAP operating earnings $412M ($1.76); ex. significant variances, $480M ($2.05).","Returned $416M to shareholders: $251M share repurchases, $165M dividends; raised Q4 dividend to $0.73/share.","AUM $741B, AUA $1.7T; excess capital $1.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":2.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":11375700000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187040,"accession_number":"0001104659-24-108581","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Principal Financial reports Q3 2024 AUM of $740.6B; market performance 5.4%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM as of Sep 30, 2024: $740.6B ($541.0B managed by Principal Global Investors, $185.2B by Principal International).","Principal Asset Management AUM (excl. minority-owned and restricted assets) was $585.6B.","Q3 2024 market performance was 5.4% of beginning-period AUM; no earnings release yet.","Full Q3 2024 financial supplement expected on or about Oct 25, 2024 on IR website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203576,"accession_number":"0001104659-24-091644","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2024-08-21T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Principal Financial Group appoints Deanna Strable as President and COO; Joel Pitz interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Deanna Strable, previously EVP & CFO since 2017, named President & COO effective Aug 20, 2024.","Dan Houston remains CEO and Chairman; Strable will oversee Retirement/Income, Benefits/Protection, and Asset Management.","Joel Pitz, SVP & Controller since 2021, appointed interim CFO and principal accounting officer.","Strable's compensation: $850,000 base salary, 250% target bonus, $5.1M long-term incentive in RSUs.","Pitz receives $400,000 RSU award with three-year cliff vesting for interim CFO role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203575,"accession_number":"0001104659-24-082643","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Principal Financial Q2 net income $353M ($1.49 EPS); dividend raised to $0.72","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to PFG of $353M, $1.49 diluted EPS; non-GAAP operating earnings $386M ($1.63 diluted).","Returned $415M to shareholders: $250M in share repurchases and $165M in dividends.","Quarterly dividend raised to $0.72 per share (1 cent increase over Q2), payable Sep 27, 2024 to holders of record Sep 5.","Assets under management of $699B; assets under administration of $1.6T.","CEO cites strong business fundamentals; reaffirms full-year guidance outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":3.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":8364100000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203574,"accession_number":"0001104659-24-080548","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2024-07-17T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Principal Financial reports Q2 2024 AUM of $699.2B; $513.2B managed by Principal Global Investors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $699.2B as of June 30, 2024, with $513.2B from Principal Global Investors and $171.1B from Principal International.","Principal Asset Management AUM (used for marketing) was $553.1B.","Market performance for Q2 2024 was +0.4% as a percentage of beginning period AUM.","Full quarterly financial supplement to be posted on or about July 25, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220060,"accession_number":"0001104659-24-064682","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2024-05-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"PFG shareholders elect four Class II directors, approve say-on-pay, ratify auditor at May 21 meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Roger C. Hochschild, Daniel J. Houston, Diane C. Nordin, Alfredo Rivera as Class II directors for three-year terms.","Advisory vote on executive compensation approved: 144,597,913 for, 6,488,259 against, 344,751 abstained.","Ratification of Ernst & Young as independent auditor passed: 163,094,880 for, 8,191,181 against.","Broker non-votes totaled 20,051,410 on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220059,"accession_number":"0001104659-24-052069","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Principal Financial Q1 net income $533M; raises dividend to $0.71","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net income $533M ($2.22 EPS); non-GAAP operating earnings $394M ($1.65 EPS).","Returned $362M to shareholders: $200M buybacks, $162M dividends in Q1.","Q2 dividend raised to $0.71/share (up 2¢); payable June 27, record June 3.","AUM $709B, AUA $1.6T; excess capital $1.4B.","CEO cited strong sales and reaffirmed 2024 outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":2.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":4053300000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220058,"accession_number":"0001104659-24-048305","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC","ticker":"PFG","form_type":"8-K","filed_at":"2024-04-17T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Principal Financial reports Q1 2024 AUM of $708.5B; down from prior quarter?","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM as of March 31, 2024: $708.5 billion, with $513.5B managed by Principal Global Investors and $178.7B by Principal International.","Principal Asset Management AUM (marketing metric) was $554.4 billion.","AUM reported quarterly prior to earnings; financial supplement due on or about April 25, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":22588415438.645878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}