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PRINCIPAL FINANCIAL GROUP INC — Investor Relations & Filings

Ticker · PFG ISIN · US74251V1026 LEI · CUMYEZJOAF02RYZ1JJ85 US Financial and insurance activities
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Filings indexed 3,173 across all filing types
Latest filing 2025-07-28 Earnings Release
Country US United States of America
Listing US PFG

About PRINCIPAL FINANCIAL GROUP INC

https://www.principal.com/

Principal Financial Group, Inc. is a global financial company specializing in investment management and insurance. It offers a comprehensive range of financial products and services to individuals, businesses, and institutional clients. The company's core operations encompass retirement and income solutions, asset management, and benefits and protection. Key product lines include retirement plans, mutual funds, exchange-traded funds (ETFs), and annuities. In the insurance sector, Principal provides life and disability coverage. The company also delivers workplace benefits and plan administration services to employers, focusing on helping its diverse customer base manage and protect their financial assets to achieve long-term security.

Recent filings

Filing Released Lang Actions
FORM 8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated July 28, 2025, by Principal Financial Group, Inc. It announces the results of operations and financial condition for the quarter ended June 30, 2025, and includes an earnings release as Exhibit 99. The Form 8-K is a current report used to announce significant events, including earnings releases. The document text itself is relatively short (3263 characters) and primarily serves as an announcement of the earnings release rather than containing detailed financial statements or analysis. According to the rules, such a document is classified as an Earnings Release (ER) because it is the initial announcement of quarterly financial results with key highlights, not a full interim report or annual report. Therefore, the appropriate classification is ER with high confidence.
2025-07-28 English
FORM 8-K
Regulatory Filings Classification · 100% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce unscheduled material events or corporate changes. The content describes an unsolicited mini-tender offer by Potemkin Limited to purchase shares of Principal Financial Group, Inc., and the company's response to that offer. There are no financial statements or detailed financial data included, only a press release attached as an exhibit. This type of filing is a regulatory announcement about a corporate event rather than a financial report, earnings release, or management discussion. Therefore, it fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous filings that do not fit other specific categories.
2025-07-17 English
FORM 8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated July 16, 2025, by Principal Financial Group, Inc. It discloses assets under management (AUM) information prior to the company's quarterly earnings release. The text explicitly states that this report is filed quarterly to disclose AUM and that the detailed financial supplement will be posted later. The document is short (4128 characters) and serves as a current report providing a specific update rather than a full financial report. Form 8-K filings are typically categorized as Regulatory Filings (RNS) unless they contain full financial statements or detailed management discussion, which this document does not. Therefore, this is a Regulatory Filing (RNS).
2025-07-16 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2025-07-02 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2025-07-02 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2025-07-02 English

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