Principal Financial Group (PFG) disclosed its preliminary assets under management (AUM) for the quarter ended September 30, 2026, ahead of its full earnings release. The report details the AUM breakdown by asset manager and highlights factors impacting the quarterly results, including market performance and a business disposition.

Key Details

  • Total AUM: Reported at $785.0 billion as of September 30, 2026.
  • AUM Breakdown: AUM consists of $581.7 billion managed by Principal Asset Management - Investment Management and $166.2 billion by Principal Asset Management - International Pension.
  • Quarterly Impact: The company noted a 1.5% negative impact on beginning-of-period AUM due to market performance, currency translation, and other items. This included a $2.2 billion reduction from the sale of its Chile annuity business.