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. (Nasdaq: PFG) is a global financial company in the finance and insurance sector, with activities spanning retirement and income solutions, asset management, and benefits and protection. News about Principal often highlights its role in helping individuals and businesses plan, protect, invest, insure, and retire, as well as its research on business sentiment through the Principal Financial Well-Being Index.
The PFG news feed on Stock Titan aggregates company announcements, earnings communications, and other material updates. Investors can follow quarterly and full-year earnings releases, segment performance discussions, and capital management actions such as common stock dividends and share repurchases, which are frequently detailed in earnings releases and Form 8-K filings. These updates provide insight into trends across Retirement and Income Solutions, Principal Asset Management, International Pension, Specialty Benefits, and Life Insurance.
Principal also issues news on strategic initiatives and partnerships. For example, the company has announced a partnership with Barings to expand the general account portfolio through private investment grade portfolio finance investments, managed in part by Principal Asset Management. Other news items cover leadership developments, such as the election of Deanna Strable as Chair of the Board, and participation by senior executives in industry conferences and investor events.
In addition, Principal publishes findings from the Principal Financial Well-Being Index, which tracks financial health and outlook among U.S. businesses, and reports on ESG-related achievements in real estate strategies through Principal Asset Management. By reviewing the PFG news page regularly, readers can monitor how the company communicates its financial results, strategic decisions, research insights, and recognition for ethics and workplace culture.
Principal (NYSE:PFG) released the 2025 Global Financial Inclusion Index covering 42 markets, showing global inclusion plateaued after two years of gains. The overall score is 49.4/100, down 0.2 points from 2024 but up from 41.7 in 2022. Employer support weakened (global score down 0.6 points; 35 markets declined), while government support rose 0.6 points and financial systems improved in wealthier regions. Modeling links a 1% rise in financial literacy to 2.8% fewer loan defaults and 6.7% lower household debt-to-income ratios.
Principal (Nasdaq: PFG) announced a strategic partnership with Barings on October 7, 2025 to expand its general account through an allocation of up to $1 billion in bespoke private investment grade portfolio finance investments.
The structure includes a separately managed account and a co-investment managed by Principal Asset Management, which manages ~95% of the Principal general account. Barings will act as asset originator, and the partnership aims to diversify Principal’s private credit exposure and align investments with insurance liabilities.
Principal Financial Group (Nasdaq: PFG) has scheduled its third quarter 2025 financial results announcement for October 27, 2025, after U.S. markets close. The company will host a conference call on October 28, 2025, at 10 a.m. ET, led by Chair, President, and CEO Deanna Strable and CFO Joel Pitz.
Principal serves over 70 million customers globally with approximately 20,000 employees as of June 30, 2025. The company has been recognized among the 2025 World's Most Ethical Companies and as a Best Places to Work in Money Management.
Principal Financial Group (NYSE:PFG) released its Financial Well-Being Index research showing U.S. business confidence remains near historic lows despite a modest recovery. The index rose to 6.80 in August from 6.02 in April, but sits well below last year's 8.08 score.
The research reveals that 58% of U.S. businesses report negative impacts from higher tariffs, with retail (70%) and manufacturing (69%) sectors most affected. 68% of businesses have either raised prices or plan to do so within a year in response to tariffs. Small and midsized businesses are particularly strained, with the gap in cost pass-through between small and large businesses widening to 12 percentage points.
Despite economic pressures, the labor market shows resilience with 50% of businesses increasing staffing in the last quarter, while only 13% reduced workforce. 48% of businesses consider staff reductions only as a last resort.
Principal Financial Group (Nasdaq: PFG) has announced that Deanna Strable, the company's current president and CEO, has been elected as chair of the board, effective September 2, 2025. She succeeds Dan Houston, who is concluding his board service after serving as chair since 2016.
Strable, who joined Principal in 1990, has held various leadership positions throughout her 35-year tenure with the company. She previously served as CFO (2017-2024) and president of Benefits & Protection, before assuming her current role as president and CEO in January 2025. The company serves over 70 million customers globally with approximately 20,000 employees as of June 30, 2025.
Principal Financial Group (Nasdaq: PFG) announced that Amy Friedrich, president of Benefits & Protection, will participate in a fireside chat at the KBW Insurance Conference on September 4, 2025, at 3:05 p.m. ET.
The session will feature a Q&A format covering industry and company-specific topics. The presentation will be accessible via audio webcast on principal.com/investor. Principal serves over 70 million customers globally with approximately 20,000 employees as of March 31, 2025.
Principal Financial Group (Nasdaq: PFG) reported strong second quarter 2025 results, with non-GAAP operating earnings per share of $2.16, up 33% from the previous year. The company achieved $406 million in net income, a 15% increase year-over-year, while managing $753 billion in AUM and $1.7 trillion in AUA.
Key highlights include an 8% dividend increase to $0.78 per share for Q3 2025, and the return of $320 million to shareholders through share repurchases ($150M) and dividends ($170M). The company demonstrated strong performance across segments, with Investment Management revenue up 6% and Specialty Benefits showing improved loss ratios.
Principal Financial Group (Nasdaq: PFG) has issued a strong recommendation against an unsolicited mini-tender offer from Potemkin Limited. The offer seeks to purchase up to 100,000 shares (approximately 0.0004%) of PFG's common stock at $51.70 per share, which is 34.91% below the June 30, 2025 closing price of $79.43.
Principal emphasizes that they are not associated with Potemkin and warns shareholders about the risks of mini-tender offers, which avoid SEC disclosure requirements by targeting less than 5% of shares. Shareholders who have already tendered their shares can withdraw them within 14 days of their Tender Form delivery, before the offer's expiration on September 30, 2025.
Principal Financial Group (NYSE:PFG) has announced the transfer of administrative responsibilities for Principal® EASE, its largest Pooled Employer Plan (PEP) by client count, to FuturePlan. The transition, effective July 1, aims to enhance Principal's recordkeeping and investment capabilities by leveraging FuturePlan's fiduciary and administrative expertise.
Principal, managing over $3.5 billion in total PEP assets, serves approximately 750 employers and 86,000 participants across four PEPs. Notably, 70% of Principal® EASE employers are first-time retirement plan providers, with three-quarters having 100 or fewer participants. This strategic move comes as the U.S. 401(k) market is projected to grow 66% by 2030, expanding from 600,000 to over one million plans.
Principal Financial Group (NYSE:PFG) has achieved a perfect score of 100 on the 2025 Disability Equality Index, earning recognition as one of the "Best Places to Work for Disability Inclusion" for the sixth consecutive year. The assessment evaluates companies across multiple categories including Culture & Leadership, Enterprise-Wide Access, Employment Practices, Community Engagement, and Supplier Inclusion.
Chief Human Resources Officer Lisa Coulson emphasized the company's commitment to creating an accessible and inclusive environment. The recognition coincides with the 35th anniversary of the Americans with Disabilities Act, highlighting Principal's ongoing dedication to disability inclusion initiatives.