Recent Updates — PFG

Principal Financial Group reported third-quarter 2026 diluted earnings per share of $2.91, compared to $0.95 in the prior year period. Non-GAAP operating earnings per share excluding significant variances rose 7% to $2.49. The company returned $429 million to shareholders through $250 million in share repurchases and $179 million in dividends. Principal also announced a common stock dividend increase of $0.01, raising the fourth-quarter payout to $0.85 per share, payable on December 18, 2026, to holders of record as of December 2, 2026. Assets under management stood at $785 billion. Principal Financial Group is a global financial services company providing retirement, insurance, and investment solutions.

Principal Financial Group entered into an Amended and Restated Five-Year Credit Facility with a syndicate of banks on September 9, 2026. This new facility refinances the existing revolving credit dated October 18, 2022, increasing the borrowing capacity to $900 million with an accordion option up to $1.3 billion. The facility matures on September 9, 2031, and includes revised pricing grids removing previous credit spread adjustments for Term SOFR borrowings. It imposes a minimum Statutory Surplus requirement of approximately $2.89 billion and limits the Total Debt to Total Capital ratio to 35%. Principal Financial Group operates in the financial services industry, providing retirement plans, insurance products, and investment management.

Principal Financial Group announced its second quarter 2026 results, reporting a net income attributable to PFG of $403.4 million, or $1.84 per diluted share. The company also announced a common stock dividend increase to $0.84 per share for the third quarter of 2026, which will be paid on September 25, 2026, to shareholders of record as of September 3, 2026. Principal Financial Group is a global financial company providing retirement, investment, and insurance services.

Principal Financial Group reported assets under management (AUM) of $808.0 billion as of June 30, 2026. This total includes $601.9 billion managed by Principal Asset Management - Investment Management and $168.5 billion managed by Principal Asset Management - International Pension. For the quarter ended June 30, 2026, foreign currency translation, market performance, and other items resulted in an approximate 6.4% positive impact on beginning period AUM. Principal Financial Group is a financial services company providing asset management and retirement solutions.