Overview
Principal was founded in 1879 as an insurance company and is now a global investment management business serving individuals, employers, and institutional clients with retirement, insurance, and asset-management offerings.1
Principal Financial Group's investment assets support insurance reserves and enterprise balance sheet objectives.2
Investment program
- Estimated AUM
- $110.9B as of Dec 31, 20253
- Capital pool
- general_account2
- Investment model
- Principal says its model portfolios are managed by the Principal Global Investors asset-allocation investment team and include mutual funds and ETFs from diversified asset managers. It describes Principal Global Investors as a multi-investment-team firm and identifies multi-manager portfolio suites.4
- Investment approach
- Financial planning Discover tools, tips, and insights to help reach your short- and long-term goals.2
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: real estate, infrastructure, public markets, fixed income.5
- Performance
- Not listed yet
- Governance
- Federal Reserve Board (The Fed) Federal Reserve System governing board that sets the nation’s interest rate and manages financial policy.5
- Investment team
- Portfolio manager Lead, direct, develop, and implement investment strategies to achieve client stated goals and objectives.6
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Verified
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (principal.com)Parent organization overview · checked Aug 15, 2026
- Website (principal.com)Pool purpose, Capital pool, Investment approach · checked Jul 25, 2026
- Financial statements (stockanalysis.com)Estimated AUM · checked Jul 25, 2026
- Website (principal.com)Investment model · checked Aug 6, 2026
- Website (principal.com)Asset allocation, Governance, Investment office page · checked Jul 25, 2026
- Job posting (careers.principal.com)Investment team · checked Aug 2, 2026
Reports and filings
- Existing profile AUM value with source URL https://stockanalysis.com/stocks/pfg/financials/balance-sheet/?p=quarterly.Financial statements · checked Jul 25, 2026
Profile and job sources
- Job posting (careers.principal.com)Job posting · checked Aug 2, 2026
- Website (principal.com)Website · checked Jul 25, 2026
- Website (principal.com)Website · checked Jul 25, 2026
- Website (careers.principal.com)Website · checked Jul 25, 2026
- Website (principal.com)Website · checked Aug 6, 2026
- Website (principal.com)Website · checked Aug 15, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026