The company said assets under management for Principal Financial Group stood at $712.1 billion as of December 31, 2024.

8-KRegulation FD DisclosureFiled Jan 22, 2025Period of report Jan 22, 2025Summary published (UTC) Oct 16, 2026

Key points

AI summary

The company said assets under management for Principal Financial Group stood at $712.1 billion as of December 31, 2024.
Principal Asset Management - Investment Management manages $559.1 billion of total AUM, and Principal Asset Management - International Pension manages $124.3 billion, the company said.
The company said foreign currency translation, market performance and other items not included in net cash flow had an impact of approximately (3.7)% of beginning AUM in the quarter ended December 31, 2024.
The company said the report is filed quarterly to disclose assets under management by asset manager ahead of its quarterly earnings release, and that the figures will be presented again in the same format in its financial supplement, to be posted to its investor relations website on or about February 6, 2025.

Summary

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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 as of December 31, 2024 at $712.1 billion

The company said assets under management for Principal Financial Group stood at $712.1 billion as of December 31, 2024.

Source · Based on the filing body and exhibits

AUM by asset manager: Investment Management and International Pension

Principal Asset Management - Investment Management manages $559.1 billion of total AUM, and Principal Asset Management - International Pension manages $124.3 billion, the company said.

Source · Based on the filing body and exhibits

AUM impact from FX translation and market performance in Q4 2024 (3.7)%

The company said foreign currency translation, market performance and other items not included in net cash flow had an impact of approximately (3.7)% of beginning AUM in the quarter ended December 31, 2024.

Source · Based on the filing body and exhibits

Quarterly AUM disclosure and planned posting of financial supplement

The company said the report is filed quarterly to disclose assets under management by asset manager ahead of its quarterly earnings release, and that the figures will be presented again in the same format in its financial supplement, to be posted to its investor relations website on or about February 6, 2025.

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.

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