Principal Financial Group said that as of March 31, 2026, the Company's assets under management were $770.2 billion.

1. 01

   Principal Financial Group said that as of March 31, 2026, the Company's assets under management were $770.2 billion.

2. 02

   The company said that of $770.2 billion, $578.0 billion is managed by Principal Asset Management - Investment Management and $159.6 billion is managed by Principal Asset Management - International Pension.

3. 03

   Principal Financial Group said that for the quarter ended March 31, 2026, a combination of market performance, foreign currency translation, and other items not reported as part of the Company's net cash flow had an approximate 1.2% negative impact as a percentage of beginning period AUM.

4. 04

   The company noted that during times of market dislocations, exposure to small, mid-cap, and international products in equity AUM, high yield and preferred securities exposure in fixed income AUM, and exchange rate movement in emerging markets are important. It added that this quarterly AUM disclosure is filed prior to the availability of the Company's quarterly earnings release.

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Original filing

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