As of September 30, 2025, Principal Financial Group's assets under management were $784.3 billion, the company disclosed.

8-KRegulation FD DisclosureFiled Oct 16, 2025Period of report Oct 16, 2025Summary published (UTC) Oct 12, 2026

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As of September 30, 2025, Principal Financial Group's assets under management were $784.3 billion, the company disclosed.
The company said that as of September 30, 2025, $601.6 billion of assets under management were managed by Principal Asset Management - Investment Management.
The company said that as of September 30, 2025, $150.7 billion of assets under management were managed by Principal Asset Management - International Pension.
The company said this report is filed to disclose assets under management by asset manager prior to the availability of its quarterly earnings release, and the same figures will be presented again in the same format in the financial supplement for the quarter ended September 30, 2025 on or about October 27, 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.

Assets under management as of September 30, 2025: $784.3 billion

As of September 30, 2025, Principal Financial Group's assets under management were $784.3 billion, the company disclosed.

Source · Based on the filing body and exhibits

Investment Management assets under management: $601.6 billion

The company said that as of September 30, 2025, $601.6 billion of assets under management were managed by Principal Asset Management - Investment Management.

Source · Based on the filing body and exhibits

International Pension assets under management: $150.7 billion

The company said that as of September 30, 2025, $150.7 billion of assets under management were managed by Principal Asset Management - International Pension.

Source · Based on the filing body and exhibits

Disclosure and reposting schedule for assets under management prior to quarterly earnings release

The company said this report is filed to disclose assets under management by asset manager prior to the availability of its quarterly earnings release, and the same figures will be presented again in the same format in the financial supplement for the quarter ended September 30, 2025 on or about October 27, 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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