secwatch / observer

PRINCIPAL FINANCIAL GROUP INC — fact timeline

Source-grounded facts extracted from PRINCIPAL FINANCIAL GROUP INC's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

PFG PRINCIPAL FINANCIAL GROUP INC JSON
Material Agreements

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).

“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”).”
Earnings Releases

PRINCIPAL FINANCIAL GROUP INC reported the quarter ended March 31, 2026 results: net income $425, EPS $1.93.

“results for first quarter 2026. Diluted earnings per common share 1Q26 Earnings (in millions) 1Q26 Net income attributable to PFG $1.93 Net income attributable to PFG $425 Non-GAAP net income attributable to PFG, excluding exited business 1 $1.45 Non-GAAP net income attributable to PFG, excluding exited business 1 $321 Non-GAAP operating earnings”

Dwight Soethout departed as Vice President-Chief Actuary at PRINCIPAL FINANCIAL GROUP INC.

“Dwight Soethout, Vice President-Chief Actuary, is the spouse of Ms. Strable and has been an employee of the Company since 1993. Mr. Soethout has indicated his intention to retire from the Company.”

Daniel J. Houston changed role as Executive Chairman at PRINCIPAL FINANCIAL GROUP INC.

“Mr. Houston will continue to serve as Executive Chairman following his retirement from the role of Chief Executive Officer.”

Joel Pitz was appointed as interim Chief Financial Officer at PRINCIPAL FINANCIAL GROUP INC.

“the Board appointed Joel Pitz as interim Chief Financial Officer (and he will also be serving as interim principal financial and accounting officer).”

Deanna Strable was appointed as President and Chief Operating Officer at PRINCIPAL FINANCIAL GROUP INC.

“On August 20, 2024, the Board of Directors (the “ Board ”) of Principal Financial Group, Inc. (the “ Company ”) appointed Deanna Strable as President and Chief Operating Officer.”
Earnings Releases

PRINCIPAL FINANCIAL GROUP INC reported first quarter 2024 results: net income $533 million, or $2.22 per diluted share. Guidance raised.

“Net income attributable to Principal Financial Group (PFG) of $533 million, or $2.22 per diluted share”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.