Wink Intel

MARCH 7, 2023

Key takeaways and total company guidance Updated reporting segments to better align with the Company’s go-forward business model: Reporting Retirement and Income Solutions (RIS) in total Combining Principal Global Investors and Principal International into a new segment, Principal Asset Management Updating the name of the U.S.

Loss 40

Loss Intellectual Property Capital Globalization 40

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 A record year for our retail wealth business with net inflows of $29.2 Global WAM average AUMA 5 increased by 20% in 2021. . In Global WAM, we continued to diversify our offerings. APE sales 5 of $6.1 billion in 4Q20.

Globalization 40

Globalization Sales Loss Management 40

Wink Intel

MARCH 8, 2022

retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business and additional transactions to improve capital efficiency. and emerging markets, global asset management, and U.S. Principal Global Investors. billion of planned capital returned to shareholders. RIS-Spread. Net revenue.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

BIS Research

FEBRUARY 28, 2019

An example of leadership is the creation of a standard, smart contract for a digital agricultural asset; an example of contribution is sharing some of our intellectual property with others to develop solutions outside of just the grains industry where we have domain expertise.

Technology 40

Technology Technology Intellectual Property Finance 40

Wink Intel

MAY 2, 2022

Principal Global Investors (PGI) net cash flow of $3.2 Principal Global Investors. (in Securities and Exchange Commission, as updated or supplemented from time to time in subsequent filings. Principal International reported total AUM of $163.5 Reported AUM does not include $193.1 billion of AUM in China. Quarter. . 1Q21. . %.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 9, 2022

retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business (“reinsurance transaction”) closed in second quarter 2022 with an effective date of January 1, 2022. Principal Global Investors (PGI) managed net cash flow of $1.4 Principal Global Investors. . . . (in

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 8, 2022

retail fixed annuity and universal life insurance with secondary guarantee blocks of business,” said Houston. “We Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 Principal Global Investors. (in Securities and Exchange Commission, as updated or supplemented from time to time in subsequent filings.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

NOVEMBER 8, 2022

In asset management, we were not immune to industry-wide net outflows this quarter but flows remain positive for the year as we continue to benefit from a global distribution platform and continued growth in private markets with our strategic shift supporting a fee-rate improvement of 7% over the prior year. Third quarter net outflows of $10.5

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 9, 2022

billion were driven by net outflows in Retail and Private Wealth channels partially offset by net inflows in the Institutional channel. Equitable Holdings has approximately 12,000 employees and financial professionals, $754 billion in assets under management (as of 6/30/2022) and more than 5 million client relationships globally.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 8, 2021

billion in active net inflows and the 18th consecutive quarter of active equity retail net inflows. AllianceBernstein is a global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private wealth clients in major world markets. in millions).

Loss 40

Loss Capital Intellectual Property Finance 40

Wink Intel

FEBRUARY 23, 2021

Full year 2020 business segment highlights: Individual Retirement saw strong demand for our Structured Capital Strategies (“SCS”) buffered annuity product, evidenced by record sales in the fourth quarter, and retail full year sales up 19% year-over-year. Note Regarding Forward-Looking Statements.

Loss 40

Loss Capital Intellectual Property Management 40

Wink Intel

NOVEMBER 8, 2021

Global Wealth and Asset Management (“Global WAM”) net inflows 1 of $9.8 “Despite the challenging environment, Asia generated double-digit NBV growth and Global WAM was supported by strong net inflows of $9.8 Global Wealth and Asset Management net flows ($ billions) (1). $. Core ROE 1 of 12.0%

Globalization 40

Globalization Business Management Intellectual Property 40

Wink Intel

NOVEMBER 14, 2022

Challenging global capital markets drove lower variable investment income as well as lower fee income in Individual Retirement and Group Retirement. Excludes deposits from the sale of our retail mutual fund business that were sold to Touchstone on July 16, 2021, or otherwise liquidated in connection with the sale. BUSINESS RESULTS.

Loss 40

Loss Capital Sales Retail 40

Wink Intel

FEBRUARY 22, 2023

We ended the year with strong momentum and remain focused on our core mission of helping individuals plan, save for and achieve secure financial futures. We proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures. Net income per Class B shares was $1.21

Loss 40

Loss Sales Security Security 40