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Principal Financial Updates Q1 2026 Assets Under Management

Story Highlights
  • Principal Financial reported $770.2 billion in assets under management as of March 31, 2026, split mainly between investment management and international pension businesses.
  • Quarter-end AUM fell about 1.2% from market moves, currency effects, and other factors, underscoring heightened sensitivity to small-cap, international, and high-yield exposures.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Principal Financial Updates Q1 2026 Assets Under Management

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Principal Financial ( (PFG) ) has provided an update.

As of March 31, 2026, Principal Financial Group reported total assets under management of $770.2 billion, with $578.0 billion overseen by Principal Asset Management – Investment Management and $159.6 billion managed by Principal Asset Management – International Pension. For the quarter ended March 31, 2026, market performance, foreign currency translation, and other non-cash-flow items together reduced beginning-period AUM by about 1.2%, highlighting the firm’s sensitivity to small and mid-cap equities, international products, high-yield and preferred fixed income securities, and emerging-market currency movements.

The disclosed AUM figures, released ahead of the company’s quarterly earnings, underscore the importance of market conditions and currency shifts to Principal’s business mix and revenue potential. The company’s significant exposure to smaller-cap, international, and higher-yielding asset classes may amplify both risk and return for clients and shareholders during periods of market dislocation and wider dispersion of investment performance.

The most recent analyst rating on (PFG) stock is a Hold with a $92.00 price target. To see the full list of analyst forecasts on Principal Financial stock, see the PFG Stock Forecast page.

Spark’s Take on PFG Stock

According to Spark, TipRanks’ AI Analyst, PFG is a Outperform.

Overall score is driven by strong cash generation and balance-sheet resilience, reinforced by a confident earnings-call outlook (EPS/ROE targets and continued capital returns). This is tempered by volatile revenue/profitability in the income statement and a mixed near-term technical picture, while valuation and dividend yield remain supportive.

To see Spark’s full report on PFG stock, click here.

More about Principal Financial

Principal Financial Group is a diversified financial services company operating in asset management and retirement solutions, with a significant presence in both U.S. and international markets. The company’s primary offerings include investment management products and international pension services, positioning it as a major institutional manager with notable exposure to equity and fixed income strategies across global markets.

Average Trading Volume: 1,762,370

Technical Sentiment Signal: Buy

Current Market Cap: $20.53B

For detailed information about PFG stock, go to TipRanks’ Stock Analysis page.

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