Principal Financial Group (PFG)
NASDAQFinancialsAsset ManagementSnapshot 2026-07-08
$110.74-1.90%
Close 2026-07-08 · 1-day change
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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Entry Into a Material Definitive Agreement. On June 1, 2026, Principal Financial Group, Inc. (the “Company”) issued $400,000,000 aggregate principal amount of its 5.300% Senior Notes due 2037 (the “Notes”). The Notes were issued pursuant to the Senior Indenture, dated as of May 21, 2009 (the “Senior Indenture”), among the Company, as issuer, Principal Financial Services, Inc. (“PFSI”), as guarantor, and The Bank of New York Mellon Trust Company, N.A., as trustee, as supplemented by the Eighte…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information contained in
Results of Operations and Financial Condition On April 23, 2026, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter ended March 31, 2026. The text of the announcement is included herewith as Exhibit 99.
Results of Operations and Financial Condition On February 9, 2026, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter and year ended December 31, 2025. The text of the announcement is included herewith as Exhibit 99.
Results of Operations and Financial Condition On October 27, 2025, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter ended September 30, 2025. The text of the announcement is included herewith as Exhibit 99.
Chair of the Board — Deanna D. Strable: Deanna D. Strable was elected to the additional position of Chair of the Board.
Results of Operations and Financial Condition On July 28, 2025, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter ended June 30, 2025. The text of the announcement is included herewith as Exhibit 99.
Chief Financial Officer (CFO) — Joel Pitz: Joel Pitz was promoted to Executive Vice President and Chief Financial Officer.
Results of Operations and Financial Condition On April 24, 2025, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter ended March 31, 2025. The text of the announcement is included herewith as Exhibit 99.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. As previously disclosed, in March 2018, Principal Financial Group, Inc. (the “Company”) raised $400,000,000 as a contingent liquidity funding arrangement through the issuance of 400,000 4.111% pre-capitalized trust securities redeemable February 15, 2028 (the “2028 P-Caps”) by High Street Funding Trust I, a Delaware statutory trust (the “Trust”). In connection with such issuance,…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On March 6, 2025 (the “Closing Date”), pursuant to a purchase agreement among Principal Financial Group, Inc. (the “Company”), Principal Financial Services, Inc. (“PFSI”), TD Securities (USA) LLC, BNP Paribas Securities Corp., BofA Securities, Inc. and Citigroup Global Markets Inc., as representatives of the several initial purchasers, and High Street Funding Trust III, a Delawar…
Other Events. As previously disclosed, in March 2018, Principal Financial Group, Inc. (the “Company”) raised $400,000,000 as a contingent liquidity funding arrangement through the issuance of 400,000 4.111% pre-capitalized trust securities redeemable February 15, 2028 (the “2028 P-Caps”) by High Street Funding Trust I, a Delaware statutory trust (the “Trust”). In connection with such issuance, the Company entered into the Put Option Agreement, dated as of March 15, 2018 (the “Put Option Agree…
Results of Operations and Financial Condition On February 6, 2025, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter and year ended December 31, 2024. The text of the announcement is included herewith as Exhibit 99.
CEO — Daniel J. Houston: Daniel J. Houston is retiring as CEO with a named successor, Deanna Strable.
Results of Operations and Financial Condition On October 24, 2024, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter ended September 30, 2024. The text of the announcement is included herewith as Exhibit 99.
President and Chief Operating Officer — Deanna Strable: Ms. Strable was promoted to President and Chief Operating Officer.
Results of Operations and Financial Condition On July 25, 2024, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter ended June 30, 2024. The text of the announcement is included herewith as Exhibit 99.
Results of Operations and Financial Condition On April 25, 2024, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter ended March 31, 2024. The text of the announcement is included herewith as Exhibit 99.
Results of Operations and Financial Condition On February 12, 2024, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter and year ended December 31, 2023. The text of the announcement is included herewith as Exhibit 99.
President and Chief Executive Officer of Principal Asset Management — Patrick G. Halter: Patrick G. Halter is retiring and Kamal Bhatia will succeed him.
Results of Operations and Financial Condition On October 26, 2023, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter ended September 30, 2023. The text of the announcement is included herewith as Exhibit 99.
Results of Operations and Financial Condition On July 27, 2023, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter ended June 30, 2023. The text of the announcement is included herewith as Exhibit 99.
director — Michael T. Dan: Michael T. Dan retired as a director in compliance with the Company's policy.
Results of Operations and Financial Condition On April 27, 2023, Principal Financial Group, Inc. publicly announced information regarding its results of operations and financial condition for the quarter ended March 31, 2023. The text of the announcement is included herewith as Exhibit 99.
Entry Into a Material Definitive Agreement. On March 8, 2023, Principal Financial Group, Inc. (the “Company”) issued $400,000,000 aggregate principal amount of its 5.375% Senior Notes due 2033 (the “2033 Notes”) and $300,000,000 aggregate principal amount of its 5.500% Senior Notes due 2053 (the “2053 Notes” and, together with the 2033 Notes, the “Notes”). The Notes were issued pursuant to the Senior Indenture, dated as of May 21, 2009 (the “Senior Indenture”), among the Company, as issuer, P…
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