![Kamal Bhatia](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kamal Bhatia
Corporate Officer/Principal at
PRINCIPAL FINANCIAL GROUP, INC.
Net worth: 7 M $ as of 29/06/2026
Profile
Mr. Kamal Bhatia, CFA, is a President & CEO-Principal Asset Management at Principal Financial Group, Inc., a President & Chief Executive Officer at Principal Global Investors LLC, a COO & Senior Executive Director at Principal Life Insurance Co., an Executive Vice President at Principal Shareholder Services, Inc., a President & Chief Executive Officer at Principal Real Asset Fund and a Senior Executive Managing Director at Principal Financial Services, Inc. He is on the Board of Directors at Principal Life Insurance Co. and Principal Funds Distributor, Inc.
Mr. Bhatia previously served as senior executive managing director and global head of investments for Principal Asset Management.
Prior to joining Principal in 2019, he was CEO at OC Private Capital, a joint venture company between OppenheimerFunds and the Carlyle Group, where he focused on private credit investing.
He is an industry veteran bringing significant experience in investment solutions, business strategy, client engagement, and product development across multiple global asset managers.
He has worked at OppenheimerFunds, TIAA, Mellon Asset Management, and Citigroup in various leadership roles.
He is a CFA charter holder and earned his bachelor’s from IIT, Kanpur (India) and master’s from Washington University in St. Louis.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 25/06/2026 | 65,454 ( 0.03% ) | 7 M $ | 29/06/2026 |
Kamal Bhatia active positions
| Companies | Position | Start |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | 26/08/2019 |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Chief Executive Officer | 09/02/2024 |
Principal Shareholder Services, Inc.
 Principal Shareholder Services, Inc. Multi-Line InsuranceFinance Provides life insurance services | Corporate Officer/Principal | 31/12/2018 |
Principal Funds Distributor, Inc.
 Principal Funds Distributor, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Director/Board Member | 31/12/2018 |
Principal Financial Services, Inc.
 Principal Financial Services, Inc. Investment ManagersFinance Provides investment management and insurance services | Corporate Officer/Principal | - |
Principal Diversified Select Real Asset Fund
 Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Chief Executive Officer | - |
Former positions of Kamal Bhatia
| Companies | Position | End |
|---|---|---|
Principal Funds, Inc.
 Principal Funds, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | President | 31/12/2019 |
OC Private Capital LLC | Chief Executive Officer | 31/12/2018 |
Westchester Group, Inc.
 Westchester Group, Inc. Investment ManagersFinance Provides agricultural asset management services | Corporate Officer/Principal | 29/09/2011 |
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| ░░░░░░ ░░░░░░░░░ ░░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Kamal Bhatia
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
75
1st degree connections
17
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 17 |
|---|---|
Mellon Financial Corp.
 Mellon Financial Corp. Investment ManagersFinance Provides financial services | Finance |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Finance |
Principal Funds, Inc.
Principal Funds, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Washington University in St. Louis
 Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Principal Financial Group, Inc.
 Principal Financial Group, Inc. Investment ManagersFinance Provides retirement plans, asset management and insurance services | Finance |
Principal Life Insurance Co.
 Principal Life Insurance Co. Investment ManagersFinance Provides retirement, annuities, life, term insurance and financial planning services | Finance |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management. | Finance |
Principal Diversified Select Real Asset Fund
Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Finance |
Principal Financial Services, Inc.
Principal Financial Services, Inc. Investment ManagersFinance Provides investment management and insurance services | Finance |
Westchester Group, Inc.
Westchester Group, Inc. Investment ManagersFinance Provides agricultural asset management services | Finance |
Indian Institute of Technology Kanpur
 Indian Institute of Technology Kanpur Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Principal Funds Distributor, Inc.
Principal Funds Distributor, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Principal Shareholder Services, Inc.
Principal Shareholder Services, Inc. Multi-Line InsuranceFinance Provides life insurance services | Finance |
Citigroup Global Corporate & Investment Bank | |
OC Private Capital LLC |
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