{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-04T03:45:05.168898+00:00","company":{"ticker":"PFG","cik":1126328,"company_name":"PRINCIPAL FINANCIAL GROUP INC"},"pagination":{"limit":100,"returned":7,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"material_agreement","fact_key":"3a71cb51c8ab1e78f1b7b18f97deb54d59b4fc8a","cik":1126328,"ticker":"PFG","company_name":"PRINCIPAL FINANCIAL GROUP INC","filed_at":"2026-06-01T20:05:54+00:00","payload":{"action":"entry","agreement_name":"Supplemental Indenture","agreement_type":"notes_offering","counterparty":"The Bank of New York Mellon Trust Company, N.A.","effective_date":"2026-06-01","item_codes_triggered":["1.01"],"value_text":"$400,000,000"},"claim":"PRINCIPAL FINANCIAL GROUP INC entered into Supplemental Indenture with The Bank of New York Mellon Trust Company, N.A. valued at $400,000,000 (effective 2026-06-01).","evidence_excerpt":"On June 1, 2026, Principal Financial Group, Inc. (the “Company”) issued $400,000,000 aggregate principal amount of its 5.300% Senior Notes due 2037 (the “Notes”). The Notes were issued pursuant to the Senior Indenture, dated as of May 21, 2009 (the “Senior Indenture”), among the Company, as issuer, Principal Financial Services, Inc. (“PFSI”), as guarantor, and The Bank of New York Mellon Trust Company, N.A., as trustee, as supplemented by the Eighteenth Supplemental Indenture, dated as of June 1, 2026 (the “Supplemental Indenture”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-26-068908","anchor_url":"https://secwatch.observer/filing/0001104659-26-068908#claim-3a71cb51c8ab1e78f1b7b18f97deb54d59b4fc8a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1126328/000110465926068908/0001104659-26-068908-index.htm"},{"fact_type":"earnings_release","fact_key":"55b97eddecc512c2f0eec1334256f30ce4346b0f","cik":1126328,"ticker":"PFG","company_name":"PRINCIPAL FINANCIAL GROUP INC","filed_at":"2026-04-23T23:59:59+00:00","payload":{"eps_text":"$1.93","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$425","period_text":"the quarter ended March 31, 2026","report_date":"2026-04-23","result_type":"reported_results","revenue_text":null},"claim":"PRINCIPAL FINANCIAL GROUP INC reported the quarter ended March 31, 2026 results: net income $425, EPS $1.93.","evidence_excerpt":"results for first quarter 2026. Diluted\n earnings per common share 1Q26 Earnings\n (in millions) 1Q26 Net\n income attributable to PFG $1.93 Net\n income attributable to PFG $425 Non-GAAP\n net income attributable to PFG, excluding exited business 1 $1.45 Non-GAAP\n net income attributable to PFG, excluding exited business 1 $321 Non-GAAP\n operating earnings","confidence":0.85,"filing_url":"https://secwatch.observer/filing/0001104659-26-047680","anchor_url":"https://secwatch.observer/filing/0001104659-26-047680#claim-55b97eddecc512c2f0eec1334256f30ce4346b0f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1126328/000110465926047680/0001104659-26-047680-index.htm"},{"fact_type":"executive_change","fact_key":"756f96657e","cik":1126328,"ticker":"PFG","company_name":"PRINCIPAL FINANCIAL GROUP INC","filed_at":"2024-11-14T23:59:59+00:00","payload":{"action":"intended to retire","action_category":"departure","departure_tone":"retirement","effective_date":null,"interim":false,"role":"Vice President-Chief Actuary","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Dwight Soethout departed as Vice President-Chief Actuary at PRINCIPAL FINANCIAL GROUP INC.","evidence_excerpt":"Dwight Soethout, Vice President-Chief Actuary, is the spouse of Ms. Strable and has been an employee of the Company since 1993. Mr. Soethout has indicated his intention to retire from the Company.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-24-119004","anchor_url":"https://secwatch.observer/filing/0001104659-24-119004#claim-756f96657e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1126328/000110465924119004/0001104659-24-119004-index.htm"},{"fact_type":"executive_change","fact_key":"bbf4e9d9d9","cik":1126328,"ticker":"PFG","company_name":"PRINCIPAL FINANCIAL GROUP INC","filed_at":"2024-11-14T23:59:59+00:00","payload":{"action":"retired from CEO and assumed Executive Chairman role","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2025-01-07","interim":false,"role":"Executive Chairman","role_category":"chair","successor_name":"Deanna Strable","successor_named":true},"claim":"Daniel J. Houston changed role as Executive Chairman at PRINCIPAL FINANCIAL GROUP INC.","evidence_excerpt":"Mr. Houston will continue to serve as Executive Chairman following his retirement from the role of Chief Executive Officer.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001104659-24-119004","anchor_url":"https://secwatch.observer/filing/0001104659-24-119004#claim-bbf4e9d9d9","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1126328/000110465924119004/0001104659-24-119004-index.htm"},{"fact_type":"executive_change","fact_key":"e6295c1e7b","cik":1126328,"ticker":"PFG","company_name":"PRINCIPAL FINANCIAL GROUP INC","filed_at":"2024-08-21T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-08-20","interim":true,"role":"interim Chief Financial Officer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Joel Pitz was appointed as interim Chief Financial Officer at PRINCIPAL FINANCIAL GROUP INC.","evidence_excerpt":"the Board appointed Joel Pitz as interim Chief Financial Officer (and he will also be serving as interim principal financial and accounting officer).","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001104659-24-091644","anchor_url":"https://secwatch.observer/filing/0001104659-24-091644#claim-e6295c1e7b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1126328/000110465924091644/0001104659-24-091644-index.htm"},{"fact_type":"executive_change","fact_key":"5c078db12b","cik":1126328,"ticker":"PFG","company_name":"PRINCIPAL FINANCIAL GROUP INC","filed_at":"2024-08-21T23:59:59+00:00","payload":{"action":"appointed","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2024-08-20","interim":false,"role":"President and Chief Operating Officer","role_category":"president","successor_name":null,"successor_named":false},"claim":"Deanna Strable was appointed as President and Chief Operating Officer at PRINCIPAL FINANCIAL GROUP INC.","evidence_excerpt":"On August 20, 2024, the Board of Directors (the “ Board ”) of Principal Financial Group, Inc. (the “ Company ”) appointed Deanna Strable as President and Chief Operating Officer.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001104659-24-091644","anchor_url":"https://secwatch.observer/filing/0001104659-24-091644#claim-5c078db12b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1126328/000110465924091644/0001104659-24-091644-index.htm"},{"fact_type":"earnings_release","fact_key":"894310f8ec156d30f735e7ac0c99a09f61640924","cik":1126328,"ticker":"PFG","company_name":"PRINCIPAL FINANCIAL GROUP INC","filed_at":"2024-04-25T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"raised","item_codes_triggered":["2.02"],"net_income_text":"$533 million, or $2.22 per diluted share","period_text":"first quarter 2024","report_date":"2024-04-25","result_type":"reported_results","revenue_text":null},"claim":"PRINCIPAL FINANCIAL GROUP INC reported first quarter 2024 results: net income $533 million, or $2.22 per diluted share. Guidance raised.","evidence_excerpt":"Net income attributable to Principal Financial Group (PFG) of $533 million, or $2.22 per diluted share","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-24-052069","anchor_url":"https://secwatch.observer/filing/0001104659-24-052069#claim-894310f8ec156d30f735e7ac0c99a09f61640924","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1126328/000110465924052069/0001104659-24-052069-index.htm"}]}