secwatch.observer — SEC 8-K summary
======================================

Issuer:     PRINCIPAL FINANCIAL GROUP INC (PFG)
CIK:        0001126328
Form:       8-K
Filed at:   2023-07-20T23:59:59+00:00
Accession:  0001104659-23-082701
Event type: other_material
Sentiment:  neutral
Materiality: 0.50
Item codes: 7.01
LLM model:  deepseek-v4-flash:cloud@v2

Principal Financial reports $674.2B AUM as of June 30, 2023
-----------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1126328/000110465923082701/0001104659-23-082701-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1126328/000110465923082701/tm2321675d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-23-082701

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