As of September 30, 2024, Principal Financial Group said its assets under management (AUM) totaled $740.6 billion, of which $541.0 billion is managed by Principal Global Investors.

8-KRegulation FD DisclosureFiled Oct 15, 2024Period of report Oct 15, 2024Summary published (UTC) Oct 25, 2026

Key points

AI summary

As of September 30, 2024, Principal Financial Group said its assets under management (AUM) totaled $740.6 billion, of which $541.0 billion is managed by Principal Global Investors.
The company said $185.2 billion of its AUM as of September 30, 2024 is reported by Principal International. It explained that this AUM is translated into U.S. dollar equivalents using end-of-reporting-period spot foreign exchange rates.
The company said Principal Financial Group's market performance for the quarter ended September 30, 2024 was 5.4% of beginning-period AUM.
Principal Financial Group said Principal Asset Management AUM was $585.6 billion as of September 30, 2024. It said the figure is used for marketing purposes and is not intended for modeling purposes.

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.

AUM of $740.6 billion as of September 30, 2024

As of September 30, 2024, Principal Financial Group said its assets under management (AUM) totaled $740.6 billion, of which $541.0 billion is managed by Principal Global Investors.

Source · Based on the filing body and exhibits

Principal International-reported AUM of $185.2 billion

The company said $185.2 billion of its AUM as of September 30, 2024 is reported by Principal International. It explained that this AUM is translated into U.S. dollar equivalents using end-of-reporting-period spot foreign exchange rates.

Source · Based on the filing body and exhibits

Quarterly market performance of 5.4%

The company said Principal Financial Group's market performance for the quarter ended September 30, 2024 was 5.4% of beginning-period AUM.

Source · Based on the filing body and exhibits

Principal Asset Management AUM of $585.6 billion

Principal Financial Group said Principal Asset Management AUM was $585.6 billion as of September 30, 2024. It said the figure is used for marketing purposes and is not intended for modeling purposes.

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

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