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.