other material
confidence high
sentiment neutral
materiality 0.50
Principal Financial reports $674.2B AUM as of June 30, 2023
PRINCIPAL FINANCIAL GROUP INC
- Total AUM $674.2B; $485.8B by Principal Global Investors, $174.4B by Principal International.
- Principal Asset Management AUM (marketing basis) $525.2B, excluding minority-owned and restricted assets.
- Disclosure filed quarterly ahead of earnings; full financial supplement expected July 27, 2023.
- Highlights exposure to small/mid-cap U.S. equity and high yield/fixed income during market dislocations.