secwatch.observer — SEC 8-K summary
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Issuer:     PRINCIPAL FINANCIAL GROUP INC (PFG)
CIK:        0001126328
Form:       8-K
Filed at:   2023-01-18T23:59:59+00:00
Accession:  0001104659-23-004469
Event type: other_material
Sentiment:  neutral
Materiality: 0.50
Item codes: 7.01
LLM model:  deepseek-v4-flash:cloud@v2

Principal Financial reports $464.7B AUM at Principal Global Investors as of Dec 31, 2022
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1126328/000110465923004469/0001104659-23-004469-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1126328/000110465923004469/tm233733d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-23-004469

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer