other material
confidence high
sentiment neutral
materiality 0.50
Principal Financial reports $464.7B AUM at Principal Global Investors as of Dec 31, 2022
PRINCIPAL FINANCIAL GROUP INC
- Total AUM: $464.7B (Principal Global Investors) and $170.6B (Other Entities).
- Quarterly AUM disclosure filed ahead of Q4 2022 earnings; financial supplement due Jan 30, 2023.
- Other Entities include Principal International, Principal Bank, insurance segments, and sub-advised assets.
- Portfolio note: exposure to small/mid-cap US equity and high-yield/preferred fixed income; international AUM at spot FX.