secwatch.observer — SEC 8-K summary
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Issuer:     PRINCIPAL FINANCIAL GROUP INC (PFG)
CIK:        0001126328
Form:       8-K
Filed at:   2024-10-24T23:59:59+00:00
Accession:  0001104659-24-111164
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Principal Financial Q3 net loss $220M on exited business; non-GAAP operating EPS $1.76
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- Net loss $220M ($0.95 diluted EPS) driven by exited business; non-GAAP net income ex. exited business $419M ($1.78).
- Non-GAAP operating earnings $412M ($1.76); ex. significant variances, $480M ($2.05).
- Returned $416M to shareholders: $251M share repurchases, $165M dividends; raised Q4 dividend to $0.73/share.
- AUM $741B, AUA $1.7T; excess capital $1.6B.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1126328/000110465924111164/0001104659-24-111164-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1126328/000110465924111164/tm2426721d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-24-111164

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