The slight decline in AUM due to market and currency headwinds may signal near-term pressure on fee-based revenue. Traders should monitor the upcoming earnings release for details on cash flows and performance trends, particularly in international and fixed income segments.
Price Chart
Executive Summary
Principal Financial Group disclosed $770.2 billion in assets under management (AUM) as of March 31, 2026, with $578.0 billion managed by Principal Asset Management - Investment Management and $159.6 billion by Principal Asset Management - International Pension. A 1.2% negative impact on AUM was attributed to market performance, foreign currency translation, and other non-cash flow items.
Key Facts
- AUM totaled $770.2 billion as of March 31, 2026
- $578.0 billion managed by Principal Asset Management - Investment Management
- $159.6 billion managed by Principal Asset Management - International Pension
- 1.2% negative impact on AUM due to market performance, foreign currency translation, and other non-cash flow items
Financial Impact
AUM decreased by approximately $9.2 billion (1.2%) due to market and currency impacts
Risk Factors
- Exposure to small, mid-cap, and international equity products
- High yield and preferred securities exposure in fixed income
- Exchange rate movements in emerging markets
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-045100 |
| Document: 0001104659-26-045100-index-headers.html | 0001104659-26-045100 |
| Document: 0001104659-26-045100-index.html | 0001104659-26-045100 |
| Document: 0001104659-26-045100.txt | 0001104659-26-045100 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 20, 2026 10w ago | 8-K | $109.57 $113.14 | ▲ +3.26% | ▲ +0.70% | $111.96 (+2.18%) |
Jun 1, 2026 17w ago | 8-K | $103.31 $108.93 | ▲ +5.44% | ▲ +7.01% | $111.96 (+8.37%) |
May 29, 2026 18w ago | 424B5 | $102.90 $107.78 | ▲ +4.74% | ▲ +6.04% | $111.96 (+8.80%) |
May 27, 2026 18w ago | 424B5 | $104.57 $105.44 | ▲ +0.83% | ▲ +2.73% | $111.96 (+7.07%) |
Apr 30, 2026 22w ago | Insider Cluster | $100.91 $103.32 | ▲ +2.39% | ▼ −2.58% | $111.96 (+10.95%) |
Apr 28, 2026 22w ago | Insider Cluster | $100.06 $104.71 | ▲ +4.65% | ▼ −0.82% | $111.96 (+11.89%) |
Apr 23, 2026 23w ago | 8-K | $99.34 $103.92 | ▲ +4.61% | ▲ +0.58% | $111.96 (+12.70%) |
Apr 20, 2026 23w ago | 8-K | $96.19 $102.40 | ▲ +6.46% | ▲ +2.25% | $111.96 (+16.39%) |
US Market Status
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