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Assets Under Management
Measures the market value of assets Principal manages on a discretionary basis, a key driver of fee revenue and scale benefits. Higher AUM usually means more stable fee income and pricing power, but it also links revenue closely to market performance and net inflows or outflows.AUM has staged a clear recovery and stepped-up growth that looks driven more by record gross sales, private‑markets and international pension inflows than by one‑off market moves. That underlying distribution momentum supports sustainable fee income and capital returns, but recent negative net cash flow and concentrated redemptions in select active U.S. equity funds make quarterly AUM and performance fees lumpy; monitor net flow trends, active‑equity performance, and timing of PRT/real‑estate gains for near‑term volatility risk.
Date | Assets Under Management |
|---|---|
Jun 30, 2026 | $808.00B |
Mar 31, 2026 | $770.20B |
Dec 31, 2025 | $781.00B |
Sep 30, 2025 | $784.30B |
Jun 30, 2025 | $752.70B |
Mar 31, 2025 | $717.90B |
Dec 31, 2024 | $712.10B |
Sep 30, 2024 | $740.60B |
Jun 30, 2024 | $699.20B |
Mar 31, 2024 | $708.50B |