This filing is a routine AUM disclosure with no earnings or guidance — no immediate trading signal. Watch for the Q2 2026 earnings release around July 27 for revenue, EPS, and organic AUM flow data that will drive the stock.
Price Chart
Executive Summary
Principal Financial Group disclosed Q2 2026 assets under management of $808.0 billion in a routine quarterly 8-K (Item 7.01). The AUM benefited from an estimated 6.4% positive impact from market performance and foreign currency translation during the quarter, but no net cash flow or earnings data was reported. The filing is a standard pre-earnings update with no material new information for traders.
Key Facts
- Total AUM as of June 30, 2026: $808.0 billion
- $601.9 billion managed by Principal Asset Management - Investment Management
- $168.5 billion managed by Principal Asset Management - International Pension
- Market performance, FX, and other non-cash-flow items contributed ~6.4% positive impact on beginning-period AUM during Q2 2026
- Quarterly earnings release expected on or about July 27, 2026
Financial Impact
No revenue, EPS, or guidance provided. AUM growth of ~6.4% from market/FX is directionally positive but not tied to reported financials.
Risk Factors
- Market volatility could reverse the positive AUM impact from Q2; no fundamental cash flow data disclosed
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-085051 |
| Document: 0001104659-26-085051-index-headers.html | 0001104659-26-085051 |
| Document: 0001104659-26-085051-index.html | 0001104659-26-085051 |
| Document: 0001104659-26-085051.txt | 0001104659-26-085051 |
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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