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Market Closed -
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5-day change | 1st Jan Change | ||
| 109.69 USD | +0.44% |
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+8.40% | +24.35% |
Business description: Principal Financial Group, Inc.
- retirement fund management (50.9%);
- life, disability and individual and collective protection insurance (30.9%);
- asset management (17.5%);
- other (0.6%).
At the end of 2025, the group had USD 781 billion in assets under management.
Number of employees: 19,700
Sales by Activity: Principal Financial Group, Inc.
| Fiscal Period: December | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) | 2025 (USD) |
|---|---|---|---|---|---|
Retirement and Income Solutions | - | - | 7.25B | 7.98B | 8.18B |
Principal Asset Management | - | - | - | 2.79B | 2.81B |
Retirement and Income Solutions - Fee | 2.32B | 2.25B | - | - | - |
Principal Asset Management - Investment Management | 1.83B | 1.72B | 1.61B | - | - |
Principal Asset Management - International Pension | 1.35B | 1.48B | 1.19B | - | - |
Benefits and Protection | - | - | - | 4.79B | 4.97B |
Benefits and Protection - Life Insurance | 2.06B | 1.33B | 1.32B | - | - |
Retirement and Income Solutions - Spread | 4.19B | 3.72B | - | - | - |
Corporate | 1.8M | -6.5M | 76.4M | 76.8M | 101M |
Unallocated Net Realized Capital Gains (Losses), Net of Related Revenue Adjustments | - | - | 57.9M | 103M | 41M |
Unallocated Derivative and Hedging-Related Revenue Adjustments | - | -126M | - | - | - |
Unallocated Adjustments Related to Sponsored Investment Funds | - | 22.2M | - | - | - |
Unallocated Recognition of Front-End Fee Revenue | - | -4.7M | - | - | - |
Unallocated Net Realized Capital (Gains) Losses | - | -258M | - | - | - |
Eliminations | -200K | -600K | -23.5M | - | - |
Unallocated Net Realized Capital Gains on Funds Withheld Assets | -164M | - | - | - | - |
Unallocated Market Risk Benefit Derivative Settlements | - | 700K | -45.9M | -45.8M | -40.8M |
Unallocated Adjustments Related to Equity Method Investments | -31.5M | -64.1M | -78.9M | -74.8M | -69.4M |
Unallocated Revenues from Exited Business | - | 4.45B | -928M | 513M | -364M |
Benefits and Protection - Specialty Benefits | 2.71B | 2.98B | 3.23B | - | - |
Executive Committee: Principal Financial Group, Inc.
| Manager | Title | Age | Since |
|---|---|---|---|
| Chief Executive Officer | 57 | 06/01/2025 | |
Joel Pitz
DFI | Director of Finance/CFO | 54 | 19/08/2024 |
Noreen Fierro
CMP | Compliance Officer | - | 20/02/2022 |
Kathleen Kay
CTO | Chief Tech/Sci/R&D Officer | 64 | 30/04/2020 |
Humphrey Lee
IRC | Investor Relations Contact | - | 27/02/2022 |
Composition of the Board of Directors: Principal Financial Group, Inc.
| Director | Title | Age | Since |
|---|---|---|---|
| Director/Board Member | 68 | 31/08/2001 | |
| Chairman | 57 | 01/09/2025 | |
Roger Hochschild
BRD | Director/Board Member | 61 | 17/03/2015 |
Blair Pickerell
BRD | Director/Board Member | 69 | 16/08/2015 |
Scott Mills
BRD | Director/Board Member | 57 | 26/07/2016 |
Diane Nordin
BRD | Director/Board Member | 67 | 24/10/2017 |
| Director/Board Member | 63 | 14/09/2019 | |
Clare Richer
BRD | Director/Board Member | 67 | 25/05/2020 |
| Director/Board Member | 64 | 24/11/2020 | |
Mary Beams
BRD | Director/Board Member | 70 | 21/02/2021 |
Holdings: Principal Financial Group, Inc.
| Name | Stocks | % | Valuation |
|---|---|---|---|
| 12,510,515,396 | 97.97% | 1 639 M $ | |
ASTRAZENECA PLC 0.01% | 119,000 | 0.01% | 22 M $ |
ANTOFAGASTA PLC 0.04% | 369,000 | 0.04% | 20 M $ |
SHELL PLC 0.01% | 452,065 | 0.01% | 19 M $ |
BAE SYSTEMS PLC 0.02% | 461,427 | 0.02% | 13 M $ |
ROLLS-ROYCE HOLDINGS PLC 0.01% | 569,968 | 0.01% | 10 M $ |
BT GROUP PLC 0.03% | 3,249,682 | 0.03% | 9 M $ |
BIOPHARMA CREDIT PLC 0.75% | 8,393,297 | 0.75% | 8 M $ |
3I GROUP PLC 0.02% | 205,000 | 0.02% | 6 M $ |
HALMA PLC 0.03% | 99,000 | 0.03% | 6 M $ |
Company details: Principal Financial Group, Inc.
Principal Financial Group, Inc.
711 High Street
50392, Des Moines
+515 247 5111
http://www.principal.com
Group companies: Principal Financial Group, Inc.
| Name | Category and Sector |
|---|---|
PT Principal Asset Management
 PT Principal Asset Management Investment ManagersFinance Principal Indonesia has innovative ideas and real-life solutions to achieve financial progress towards the most secure financial future possible for their clients of all incomes and portfolio sizes. |
Investment Managers
|
Principal Asset Management Co. (Asia) Ltd.
 Principal Asset Management Co. (Asia) Ltd. Investment ManagersFinance PAM is a prudent, research-oriented manager with a long-term outlook and a growth-oriented investment style which aims to achieve high income and capital appreciation through investing in a diversified portfolio of listed securities in the Asia Pacific region, including but not limited to Australia, China, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Korea, Taiwan and Thailand. |
Investment Managers
|
Principal Global Investors Trust Co.
 Principal Global Investors Trust Co. Regional BanksFinance Provides banking services |
Regional Banks
|
Principal Nominee Company (Hong Kong) Ltd.
 Principal Nominee Company (Hong Kong) Ltd. Investment ManagersFinance Provides mutual funds and investment products |
Investment Managers
|
Principal Consulting (India) Pvt Ltd.
 Principal Consulting (India) Pvt Ltd. Investment ManagersFinance Provides investment advice |
Investment Managers
|
Other Life & Health Insurance
| Change | 5-day change | 1-year change | 3-year change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | +0.44% | +8.40% | +42.90% | +53.65% | 23.59B | |
| -1.09% | -1.97% | -1.48% | +6.39% | 138B | |
| -0.15% | +3.69% | -4.10% | +52.60% | 96.25B | |
| -0.83% | +4.79% | +28.02% | +122.46% | 70.95B | |
| +1.28% | +4.60% | +26.53% | +115.67% | 65.62B | |
| -0.56% | +1.70% | +13.87% | +68.84% | 59.61B | |
| +1.68% | +8.18% | +10.26% | +62.58% | 55.42B | |
| +1.21% | +4.15% | +63.24% | +117.78% | 52.82B | |
| +0.60% | +9.48% | +52.27% | +125.34% | 46.29B | |
| -0.82% | -23.96% | +214.11% | +436.76% | 43.49B | |
| Average | +0.18% | +1.25% | +44.56% | +116.21% | 65.21B | |
| Weighted average by Cap. | -0.02% | +1.31% | +31.60% | +95.19% |
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