secwatch.observer — SEC 8-K summary ====================================== Issuer: PRINCIPAL FINANCIAL GROUP INC (PFG) CIK: 0001126328 Form: 8-K Filed at: 2026-04-20T23:59:59+00:00 Accession: 0001104659-26-045100 Event type: other_material Sentiment: neutral Materiality: 0.50 Item codes: 7.01 LLM model: deepseek-v4-flash:cloud@v2 Principal Financial reports Q1 2026 AUM of $770.2B, down 1.2% from beginning period -------------------------------------------------------------------------------- - Total AUM $770.2B as of March 31, 2026; $578.0B managed by Principal Asset Management - Investment Management. - $159.6B managed by Principal Asset Management - International Pension. - Market performance, FX, and other items had approx 1.2% negative impact as a percentage of beginning period AUM. - Exposure to small/mid-cap and international equity, high yield/preferred fixed income, and emerging market FX noted. - Full Q1 earnings release expected around April 23, 2026. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1126328/000110465926045100/0001104659-26-045100-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1126328/000110465926045100/tm2612128d1_8k.htm HTML page: https://secwatch.observer/filing/0001104659-26-045100 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer