The company said that as of December 31, 2023, Principal Financial Group's assets under management (AUM) were $694.5 billion.

8-KRegulation FD DisclosureFiled Jan 25, 2024Period of report Jan 25, 2024Summary published (UTC) Oct 29, 2026

Key points

AI summary

The company said that as of December 31, 2023, Principal Financial Group's assets under management (AUM) were $694.5 billion.
The company said that as of December 31, 2023, of its total AUM, $499.5 billion was managed by Principal Global Investors and $180.4 billion was reported by Principal International.
The company said that as of December 31, 2023, Principal Asset Management AUM was $540.4 billion. It said the figure is used for marketing purposes and is not intended for modeling purposes.
The company said it files this report quarterly to disclose AUM by asset manager ahead of its quarterly earnings release. It also explained that Principal International's reported AUM is translated into U.S. dollars using end-of-period spot exchange rates.

Summary

AI-written

Analysis scope · Filing bodyWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Total assets under management as of December 31, 2023

The company said that as of December 31, 2023, Principal Financial Group's assets under management (AUM) were $694.5 billion.

Source · Based on the filing body and exhibits

AUM composition by asset manager

The company said that as of December 31, 2023, of its total AUM, $499.5 billion was managed by Principal Global Investors and $180.4 billion was reported by Principal International.

Source · Based on the filing body and exhibits

Principal Asset Management AUM $540.4 billion

The company said that as of December 31, 2023, Principal Asset Management AUM was $540.4 billion. It said the figure is used for marketing purposes and is not intended for modeling purposes.

Source · Based on the filing body and exhibits

Quarterly disclosure purpose and translation basis

The company said it files this report quarterly to disclose AUM by asset manager ahead of its quarterly earnings release. It also explained that Principal International's reported AUM is translated into U.S. dollars using end-of-period spot exchange rates.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

View the original filing on SEC EDGAR ↗

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