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Principal Financial Group Inc
711 High Street
Phone: (515) 247-5111p:515 247-5111 DES MOINES, IA  50392  United States Ticker: PFGPFG

Business Summary
Principal Financial Group, Inc. is a global financial company. The Company offers businesses, individuals and institutional clients a range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies. The Company's segments include retirement and income solutions, principal asset management, and benefits and protection. The Retirement and Income Solutions segment offers workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities, and pension risk transfer, among others. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors. The Benefits and Protection segment is organized into Specialty Benefits, which provides group dental, group life insurance, group disability insurance, supplemental health products, and individual disability insurance, and life insurance.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
Yes--YesYesYes-

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
9/30/202412/31/2023YesYes-YesYes

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Executive Chairman of the Board Daniel J.Houston 62 1/7/2025 6/1/2006
President, Chief Executive Officer, Director Deanna D.Strable-Soethout 55 1/7/2025 10/1/2016
Interim Chief Financial Officer JoelPitz 52 8/20/2024 8/20/2024
12 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Principal Financial Global Funding II, LLC Cayman Islands
Principal Financial Global Funding, LLC Cayman Islands
PRINCIPAL LIFE INCOME FUNDINGS TRUST 2005-118
113 additional Subsidiary records available in full report.

Business Names
Business Name
2000 St. James Place
Administradora de Fondos de Pensiones Cuprum S.A.
AFP Cuprum S.A.
126 additional Business Names available in full report.

General Information
Number of Employees: 19,800 (As of 12/31/2023)
Outstanding Shares: 228,725,863 (As of 10/22/2024)
Shareholders: 210,544
Stock Exchange: NASD
Federal Tax Id: 421520346
Fax Number: (302) 636-5454


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Tuesday, December 3, 2024