---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-068908"
form_type: "8-K"
ticker: "PFG"
cik: "0001126328"
company_name: "PRINCIPAL FINANCIAL GROUP INC"
filed_at: "2026-06-01T20:05:54+00:00"
generated_at: "2026-06-01T20:09:08.024223+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Principal Financial Group issues $400M of 5.300% Senior Notes due 2037

## Summary
- Issued $400M aggregate principal amount of 5.300% Senior Notes maturing 2037.
- Notes fully and unconditionally guaranteed by Principal Financial Services, Inc.
- Underwriting agreement with BofA Securities, Goldman Sachs & Co. LLC, and J.P. Morgan.
- Issued under shelf registration; closing occurred on June 1, 2026.
- Use of proceeds not specified in filing; typical general corporate purposes.

## SEC filing metadata
- accession: 0001104659-26-068908
- form_type: 8-K
- ticker: PFG
- cik: 0001126328
- company_name: PRINCIPAL FINANCIAL GROUP INC
- filed_at: 2026-06-01T20:05:54+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 2.03, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1126328/000110465926068908/0001104659-26-068908-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1126328/000110465926068908/tm2614965d5_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-068908
- JSON: https://secwatch.observer/filing/0001104659-26-068908.json
- Plain text: https://secwatch.observer/filing/0001104659-26-068908.txt

## Source-grounded claims
- claim_id: 3a71cb51c8ab1e78f1b7b18f97deb54d59b4fc8a
  claim: PRINCIPAL FINANCIAL GROUP INC entered into Supplemental Indenture with The Bank of New York Mellon Trust Company, N.A. valued at $400,000,000 (effective 2026-06-01).
  evidence_excerpt: On June 1, 2026, Principal Financial Group, Inc. (the “Company”) issued $400,000,000 aggregate principal amount of its 5.300% Senior Notes due 2037 (the “Notes”). The Notes were issued pursuant to the Senior Indenture, dated as of May 21, 2009 (the “Senior Indenture”), among the Company, as issuer, Principal Financial Services, Inc. (“PFSI”), as guarantor, and The Bank of New York Mellon Trust Company, N.A., as trustee, as supplemented by the Eighteenth Supplemental Indenture, dated as of June 1, 2026 (the “Supplemental Indenture”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1126328/000110465926068908/0001104659-26-068908-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.