Welcome to our dedicated page for Principal Financial news (Ticker: PFG), a resource for investors and traders seeking the latest updates and insights on Principal Financial stock.
Principal Financial Group, Inc. reports developments in financial services businesses that span retirement and income solutions, Principal Asset Management, and benefits and protection. Company news commonly covers quarterly earnings, common stock dividend actions, segment trends, assets under management, and credit rating actions tied to its life insurance operating subsidiaries.
Recurring updates also address workplace benefits administration, including enrollment technology integrations, and employer research such as the Principal Financial Well-Being Index. Other company-specific developments include governance and legal leadership changes, risk management commentary, and operating themes across retirement, insurance, asset management, and small-to-midsize business benefits markets.
Principal Financial Group (Nasdaq: PFG) released new findings from the Principal Financial Well-Being Index, showing that 69% of U.S. employers say employees are delaying retirement due to current economic conditions. Rising cost of living and inflation (cited by 71% of employers), healthcare costs, and fears of outliving savings are key drivers of postponed retirements.
Employer sentiment improved, with the Index rising to 6.55/10 from 6.06 in March, although it remains below 2023–2024 levels. AI adoption is expanding, but only 1.4% of surveyed businesses reported staff reductions attributed to AI or automation.
Principal Financial Group (Nasdaq: PFG) announced it has been recognized as a World’s Top Disability Inclusive Business, based on its performance on the Disability Index®, a global benchmark for disability inclusion in business. The recognition reflects how Principal supports accessibility, inclusive culture, and opportunities for employees of all abilities to contribute and advance.
According to Principal, disability inclusion aligns with its purpose of helping more people and businesses build financial security. The company reports approximately 19,000 employees, serving 82 million customers, and highlights additional honors such as being one of the 2026 World’s Most Ethical Companies and a “Best Places to Work in Money Management.”
Principal Financial Group (Nasdaq: PFG) reported second quarter 2026 net income attributable to PFG of $403 million (diluted EPS $1.84), with non-GAAP operating earnings of $547 million (EPS $2.50), up 12% and 16% year over year, respectively. Non-GAAP operating earnings per share excluding significant variances were $2.42, up 17%.
According to the company, non-GAAP net income attributable to PFG excluding exited business was $535 million (EPS $2.44), up 24%. Assets under administration reached $1.9 trillion and assets under management $808 billion, with AUM net cash outflows of $11.1 billion. Principal returned $427 million to shareholders, including $250 million of share repurchases and $177 million of dividends, and announced a third quarter 2026 common dividend of $0.84 per share, an 8% increase over the prior-year quarter. The company reported $1.6 billion of excess and available capital and broad operating earnings growth across key segments.
Principal Financial Group (Nasdaq:PFG) expanded its Principal Custody Solutions Bank Referral Program, targeting regional and community banks that need institutional trust and custody services without competing lending or treasury offerings.
The program offers referral partnerships, full acquisition support, and access to custody capabilities serving 2,100+ clients and $1.2 trillion in assets.1
Principal Financial Group (Nasdaq:PFG) agreed to acquire Beam Benefits, an employee benefits provider serving over 25,000 small businesses and generating about $175 million in premiums in 2025. Principal currently serves 180,000 employers.
The deal is expected to close in H2 2026 and, according to Principal, should lift Specialty Benefits premium and fee growth toward the high end of its 5–9% medium-term target range in 2027, while 2026 capital deployment and EPS growth targets remain unchanged.
Principal Financial Group (Nasdaq:PFG) will release its Q2 2026 financial results after U.S. markets close on July 27, 2026. A live conference call with senior management is scheduled for July 28, 2026, at 10 a.m. ET, accessible via webcast at investors.principal.com.
Principal (Nasdaq:PFG), Nuveen and TIAA are expanding access to guaranteed lifetime income by adding Nuveen Lifecycle Income Index collective investment trusts (NLI) to the Principal retirement platform.
NLI blends target-date investing with the TIAA Secure Income Account fixed annuity, offering daily guaranteed growth and an option to convert savings into lifetime income.
Principal Financial Group (Nasdaq:PFG) is expanding its Principal income suite to help employees convert retirement savings into dependable income. New options include Principal LifeTime Income Builder Index CIT target date funds and third-party retirement income TDF series from TIAA/Nuveen LifeCycle Income Index and Income America 5forLife.
The Principal LifeTime Income Builder Index begins allocating to a fixed indexed annuity around age 47 and is designed to transition to distributing a targeted 6% single-life income around age 65, though actual payouts may vary.
Principal Asset Management (NYSE:PFG) launched Principal Fit, a fixed income ETF suite featuring four new funds alongside the existing Principal Investment Grade Corporate ETF (IG). The suite targets inflation protection, securitized credit, long duration, and CLOs to support more precise portfolio positioning amid changing interest rates, credit, and inflation.
The ETFs trade on Cboe BZX under tickers UUPP, DWWN, IG, WDE, and RIZE, contributing to Principal’s 16‑ETF platform with about $10.4 billion in ETF assets under management.
Principal Financial Group (NYSE:PFG) expanded its investment servicing relationship with State Street. State Street will provide custody, fund accounting and administration for Principal Funds, using its integrated servicing platform and global scale.
This deepens a decade-long partnership across mutual funds, ETFs and collective investment trusts, supporting Principal’s scalable operating strategy and U.S. wealth and retirement growth plans.