Company Snapshot

Investment Thesis

Principal Financial Group provides retirement services, global asset management, and specialty benefits. Fee-based businesses, capital-light insurance, and disciplined capital returns support steady EPS growth.

  • Retirement & Income: Employer-sponsored plans and individual annuities drive recurring fees.
  • Principal Asset Management: Active strategies across public and private markets.
  • Specialty Benefits: Dental, vision, and life products deepen employer relationships.

Strategic Mix

Retirement & Income Solutions Defined contribution, annuities
Principal Asset Management Institutional, retail, alternatives
Principal International LatAm and Asia retirement platforms
Specialty Benefits & Protection Group benefits and life

Mix aligns with Principal's four reportable segments.

Recent Performance

MTD TBD
QTD TBD
YTD TBD
5Y TBD

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Strategic Insights

Worksite Cross-Sell

Bundling retirement and benefits improves retention.

Private Markets

Co-invest and credit strategies capture investor demand for yield.

Capital Deployment

Share buybacks and dividends balanced with bolt-on deals.

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