Source: Principal Financial Group quarterly financial supplements, Summary Financial Highlights, Assets under administration (in billions). Q2 2024 through Q2 2025 from the supplement for the quarter ended June 30, 2025: https://investors.principal.com/static-files/3580561f-7d0c-4794-936d-f1e833098573. Q3 2025 through Q2 2026 from the supplement for the quarter ended June 30, 2026: https://investors.principal.com/static-files/42d88566-351a-4c6b-808c-a3c3fc7d6283. Q3 2026 from the Form 8-K Exhibit 99 release for the quarter ended September 30, 2026, filed 2026-10-26, Third Quarter Enterprise Results table: https://www.sec.gov/Archives/edgar/data/1126328/000110465926118774/tm2628273d1_ex99.htm. The same AUA line is reprinted in Form 8-K Exhibit 99 quarterly earnings releases, financial highlights.

Source: Principal Financial Group Form 8-K Exhibit 99.1 quarterly earnings releases, financial highlights (assets under management). One release per quarter, for the quarters ended June 30, 2024 through September 30, 2026 (Q3 2026 filed 2026-10-26: https://www.sec.gov/Archives/edgar/data/1126328/000110465926118774/tm2628273d1_ex99.htm). Assets under administration cited in the description is from the same highlights.

Source: Principal Financial Group quarterly financial supplements, Assets Under Management Rollforward, Net cash flow line (in billions). Q2 2024 through Q2 2025 from the supplement for the quarter ended June 30, 2025: https://investors.principal.com/static-files/3580561f-7d0c-4794-936d-f1e833098573. Q3 2025 through Q2 2026 from the supplement for the quarter ended June 30, 2026: https://investors.principal.com/static-files/42d88566-351a-4c6b-808c-a3c3fc7d6283. Q3 2026 from the Form 8-K Exhibit 99 release for the quarter ended September 30, 2026, filed 2026-10-26, Third Quarter Enterprise Results table: https://www.sec.gov/Archives/edgar/data/1126328/000110465926118774/tm2628273d1_ex99.htm. The same net cash flow line is reprinted in Form 8-K Exhibit 99 quarterly earnings releases, financial highlights.

Source: Principal Financial Group quarterly financial supplements, Investment Management AUM and International Pension AUM, end of period (in billions). Q2 2024 through Q2 2025 from the supplement for the quarter ended June 30, 2025: https://investors.principal.com/static-files/3580561f-7d0c-4794-936d-f1e833098573. Q3 2025 through Q2 2026 from the supplement for the quarter ended June 30, 2026: https://investors.principal.com/static-files/42d88566-351a-4c6b-808c-a3c3fc7d6283. Q3 2026 from the Form 8-K Exhibit 99 release for the quarter ended September 30, 2026, filed 2026-10-26, Investment Management and International Pension segment tables: https://www.sec.gov/Archives/edgar/data/1126328/000110465926118774/tm2628273d1_ex99.htm. The same period-end AUM lines are in Form 8-K Exhibit 99 segment tables and in the pre-earnings AUM-by-manager 8-Ks.

Source: Principal Financial Group quarterly financial supplements, Retirement and Income Solutions Metrics, Account Values, end of period by product (in billions). Q2 2024 through Q2 2025 from the supplement for the quarter ended June 30, 2025: https://investors.principal.com/static-files/3580561f-7d0c-4794-936d-f1e833098573. Q3 2025 through Q2 2026 from the supplement for the quarter ended June 30, 2026: https://investors.principal.com/static-files/42d88566-351a-4c6b-808c-a3c3fc7d6283.

Source: Principal Financial Group Form 8-K Exhibit 99 quarterly earnings releases, Specialty Benefits table, Incurred loss ratio (three months ended). Q2 2024 from the year-ago column of the release for the quarter ended June 30, 2025 (https://www.sec.gov/Archives/edgar/data/1126328/000110465925071214/tm2521854d1_ex99.htm). Q3 2024 from the year-ago column of the release for the quarter ended September 30, 2025 (https://www.sec.gov/Archives/edgar/data/1126328/000110465925102607/tm2529534d1_ex99.htm). Q4 2024 through Q2 2026 from the current-quarter column of each subsequent Exhibit 99, including Q2 2026 (https://www.sec.gov/Archives/edgar/data/1126328/000110465926087091/tm2621379d1_ex99.htm). Q3 2026 from the current-quarter column of the release for the quarter ended September 30, 2026, filed 2026-10-26 (https://www.sec.gov/Archives/edgar/data/1126328/000110465926118774/tm2628273d1_ex99.htm).