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Principal Financial Group (PFG) investor relations material
Principal Financial Group Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Annual shareholders meeting scheduled for May 19, 2026, to be held virtually via live webcast at 9:00 a.m. CDT.
Proxy materials, including the Notice, Proxy Statement, and 2025 Annual Report, are available online for review and voting.
Shareholders can request paper or email copies of proxy materials at no charge, with requests due by May 9, 2026.
Voting matters and shareholder proposals
Election of directors: Jonathan S. Auerbach, Mary E. "Maliz" Beams, Jocelyn Carter-Miller, Scott M. Mills, and Claudio N. Muruzabal.
Advisory approval of named executive officer compensation (say-on-pay) is up for vote.
Ratification of Ernst & Young LLP as independent auditors for 2026 is proposed.
Approval of the 2026 Stock Incentive Plan is on the agenda.
Board of directors and corporate governance
Board recommends voting FOR all director nominees and all proposals on the agenda.
- 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 - Integrated growth in SMB, retirement, and asset management fuels sustained outperformance.PFG
Investor Day 202413 Jan 2026 - Voluntary product growth and tech-driven simplicity drive SMB market leadership.PFG
UBS Financial Services Conference8 Jan 2026 - 11% EPS growth, $1.7B capital returned, and strong 2025 growth guidance delivered.PFG
Q4 20248 Jan 2026
Next Principal Financial Group earnings date
Next Principal Financial Group earnings date
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