PFG · Company KPIs
Principal Financial Group (PFG) KPIs
Assets under management (AUM), Assets under administration (AUA). As reported in SEC filings, with the source line for each figure.
Assets under management (AUM)
$785B at Sep 30, 2026
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Sep 30, 2026 | $785B | Assets under management (billions) · $785.0 · $784.3 · 0%8-K filed 2026-10-26 |
| Jun 30, 2026 | $808B | Assets under management (billions) · $808.0 · $752.7 · 7%8-K filed 2026-07-27 |
| Mar 31, 2026 | $770.2B | Assets under management (billions) · $770.2 · $717.9 · 7%8-K filed 2026-04-23 |
| Dec 31, 2025 | $781B | Assets under management (billions) · $781.0 · $712.1 · 10%8-K filed 2026-02-09 |
| Sep 30, 2025 | $784.3B | Assets under management (billions) · $784.3 · $740.6 · 6%8-K filed 2025-10-27 |
| Jun 30, 2025 | $752.7B | Assets under management (billions) · $808.0 · $752.7 · 7%8-K filed 2026-07-27 |
| Mar 31, 2025 | $717.9B | Assets under management (billions) · $770.2 · $717.9 · 7%8-K filed 2026-04-23 |
| Dec 31, 2024 | $712.1B | Assets under management (billions) · $781.0 · $712.1 · 10%8-K filed 2026-02-09 |
Assets under administration (AUA)
$1.84T at Sep 30, 2026
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Sep 30, 2026 | $1.84T | Assets under administration (billions) · $1,840.3 · $1,792.5 · 3%8-K filed 2026-10-26 |
| Jun 30, 2026 | $1.89T | Assets under administration (billions) · $1,892.4 · $1,737.8 · 9%8-K filed 2026-07-27 |
| Mar 31, 2026 | $1.79T | Assets under administration (billions) · $1,788.5 · $1,661.6 · 8%8-K filed 2026-04-23 |
| Dec 31, 2025 | $1.81T | Assets under administration (billions) · $1,814.6 · $1,663.9 · 9%8-K filed 2026-02-09 |
| Sep 30, 2025 | $1.79T | Assets under administration (billions) · $1,792.5 · $1,691.0 · 6%8-K filed 2025-10-27 |
| Jun 30, 2025 | $1.74T | Assets under administration (billions) · $1,892.4 · $1,737.8 · 9%8-K filed 2026-07-27 |
| Mar 31, 2025 | $1.66T | Assets under administration (billions) · $1,788.5 · $1,661.6 · 8%8-K filed 2026-04-23 |
| Dec 31, 2024 | $1.66T | Assets under administration (billions) · $1,814.6 · $1,663.9 · 9%8-K filed 2026-02-09 |
Reading notes
Figures are shown as first reported. If a later filing prints a different figure for the same period, both appear. A figure marked ≈ or shown in words is how the company itself states it, not an estimate of ours. Companies change definitions over time, so compare periods with the quoted definition in mind. Periods that failed our checks are left out, so gaps are expected.
This page shows the latest 8 periods of each metric.