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Principal Financial Group (PFG) investor relations material
Principal Financial Group AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order with agenda and rules available online; shareholders invited to submit questions and vote electronically.
Board members and executive management introduced, with directors and key officers present.
Board and executive committee updates
Five directors nominated for election, each with diverse executive experience in finance, technology, marketing, and global operations.
Tim Brown announced as incoming Executive Vice President, General Counsel, and Secretary, effective June 8th.
Shareholder proposals
Four proposals presented: election of directors, advisory vote on executive compensation, ratification of Ernst & Young as auditors, and approval of the 2026 Stock Incentive Plan.
- Market leader in retirement and asset management, targeting 9–12% EPS growth for 2026.PFG
Investor presentation18 May 2026 - Earnings and capital returns surged, with double-digit growth and an 8% dividend increase.PFG
Q1 202629 Apr 2026 - Virtual annual meeting set for May 19, 2026, with key votes on directors and compensation.PFG
Proxy filing6 Apr 2026 - Record 2025 earnings, strong capital returns, and key governance votes ahead.PFG
Proxy filing6 Apr 2026 - Raised ROE targets and robust SMB growth drive confidence in sustained performance.PFG
Bank of America Financial Services Conference 202611 Feb 2026 - 2025 non-GAAP EPS up 12%, $1.5B returned to shareholders, 2026 guidance raised.PFG
Q4 202510 Feb 2026 - Q2 non-GAAP earnings up 3%-7%, $415M returned to shareholders, AUM reached $699B.PFG
Q2 20242 Feb 2026 - Strategic focus on customer-centric growth, innovation, and disciplined capital deployment.PFG
2024 KBW Insurance Conference22 Jan 2026 - Non-GAAP EPS up 12% and AUM at $741B, despite GAAP net loss from derivative impacts.PFG
Q3 202418 Jan 2026
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