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MFWire: Principal Funds
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Principal Asset Management
1100 Investment Blvd.
Suite 200
El Dorado Hills, CA  95762
Google Maps

Main Phone: 800-787-1621
Web Site: http://www.principalfunds.com

Mutual Fund Brand(s)
Principal Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    In October 2022, Principal Financial Group rebranded its asset management business under a new name: "Principal Asset Management."

    Principal Global Investors (dba Principal Asset Management) is the asset management arm of a publicly traded insurance giant, Principal Financial Group.

    Des Moines, Iowa-based Principal Financial Group got its start in 1879 when Edward Temple formed Bankers Life Association to provide life insurance for bankers and their employees. The firm changed its name to Principal Financial Group in 1985 to reflect the new financial areas the company was beginning to enter.

    Principal went international in 1990, first opening an office in Madrid, Spain. Outposts in Argentina, Brazil, China, Chile, Hong Kong, India, and Mexico soon followed. Principal now has operations in London and Malaysia as well. In 2001, Principal IPOed and became a publicly traded company.

    Principal launched its first fund, the Equity Income Fund, in May 1939. Today, Principal offers several dozen funds in a range of sectors including Target-Risk, Target-Date, large U.S. equity, small/mid U.S. equity, international equity, specialty, fixed income, and short-term fixed income. Principal AM has 14 investment teams.

    In December 2006, Principal completed the purchase of Washington Mutual's mutual fund subsidiary WM Advisors, Inc. for $740 million in cash. The WM Advisors funds were integrated into Principal's funds.
    Sponsored Opportunities

    Key People:
    Jim McCaughan
    CEO, Principal Global Investors (PGI)
    Kamal Bhatia
    President and CEO of Principal Funds, Senior Executive Director, Chief Operating Officer, Principal Global Investors (dba Principal Asset Management)
    Nora Everett
    President, Retirement and Investor Services, The Principal Financial Group
    Michael Finnegan
    CIO, Principal Funds
    Tim Hill
    Exec Dir - Funds, Principal Funds
    Kevin Morris
    Vice President, Chief Marketing Officer, Retirement and Income Solutions (RIS), Principal Financial Group
    Cary Fuchs
    SVP, Principal Funds
    Story Archive for Principal Asset Management
    Published On Story Headline Publication
    3/26/2024 Active Inflows Return After a 28-Month Gap MFWire.com
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    2/27/2024 Active Outflows Shrink By 96 Percent, And ... MFWire.com
    2/22/2024 With a $15B Spike, Vanguard Regains the Lead MFWire.com
    2/12/2024 Week In Preview, February 12 - February 19 MFWire.com
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    1/11/2024 A $651B-AUM AM's Chief Passes the Reins MFWire.com
    11/28/2023 Active Outflows Grow By $23.4B, But ... MFWire.com
    10/23/2023 Week In Preview, October 23 - October 29 MFWire.com
    10/11/2023 17 of the Best Large Workplaces For Fundsters In 2023 MFWire.com
    8/31/2023 15 of the Best Employers For Women Fundsters In 2023 MFWire.com
    8/8/2023 Who Will Lead Marketing For a $486B-AUM Fund Firm? MFWire.com
    8/2/2023 Houston Sees Principal AM Off to a Good Q3 Start MFWire.com
    7/14/2023 Jill and Bill Unveil PAM's 15th ETF MFWire.com
    3/17/2023 Schwab Wins Again Despite a Flows Slowdown MFWire.com
    3/14/2023 2023's Nine Most Ethical Fund Firms MFWire.com
    3/2/2023 Principal AM Expands Via Reorg MFWire.com
    12/7/2022 Eight of the Most Responsible Fund Firms Are ... MFWire.com
    11/28/2022 Goldman Leads With $22B MFWire.com
    10/12/2022 A $507B-AUM Firm Rebrands MFWire.com
    8/29/2022 17 of the Best Employers For Women Fundsters MFWire.com
    8/8/2022 Week In Preview, August 8 - August 14 MFWire.com
    7/6/2022 A 25-Year Vet Rises At an RKer's $579B-AUM Sibling 401kWire.com
    6/6/2022 A $579B-AUM Firm Enters a New ETF Space MFWire.com
    5/5/2022 The 17 Best Fund Firms For Diversity MFWire.com
    4/25/2022 A $113B Active Flows Collapse MFWire.com
    3/15/2022 Schwab's Five-Month-Old Lead Widens MFWire.com
    2/25/2022 Passive Inflows Plunge By $74B, And ... MFWire.com
    2/9/2022 The 16 Most Admired Fund Firms Are ... MFWire.com
    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    1/27/2022 SSGA Leads As Passive Inflows Rise 60 percent MFWire.com
    9/10/2021 A $577B-AUM AM Hires a Global Ops and Platforms Chief MFWire.com
    7/1/2021 A $551B-AUM AM's Parent Stands Firm MFWire.com
    4/19/2021 Passive Inflows Rise 25 Percent, But ... MFWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    2/17/2021 Despite a January Dip, Inflows Rise YOY MFWire.com
    2/17/2021 2021's Six Most Sustainable Fund Firms MFWire.com
    9/15/2020 JPMAM Takes the Lead As Titans' Inflows Slip Again MFWire.com
    8/14/2020 Inflows Fall 41 Percent MFWire.com
    5/1/2020 An ETF Strategy Chief Co-Founds an NYC Shop MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    10/31/2019 A $442B-AUM AM Breaks One of Its Flows Records MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    9/26/2019 Principal Leads an Awards Pack 401kWire.com
    8/27/2019 Halter Hires a Chief For Principal Funds MFWire.com
    8/12/2019 One Fund Firm's Inflows Fall $38B In a Month MFWire.com
    7/29/2019 An Ex-Senior Director at Principal Switches Sides MFWire.com
    7/22/2019 Week In Preview, July 22-28 MFWire.com
    3/25/2019 Week In Preview, March 25-31 401kWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    2/21/2019 Flows Rebound, and Vanguard Retakes the Lead MFWire.com
    1/18/2019 Only Five Behemoths Netted December Inflows MFWire.com
    12/26/2018 The Five Most Successful ETF Launchers of 2018 MFWire.com
    12/24/2018 Passive Inflows and Active Outflows Rise MFWire.com
    12/17/2018 BlackRock Catapults Back to the Lead MFWire.com
    12/11/2018 Four Fund Firms Are Repeatedly Among the Best Workplaces MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    9/11/2018 Houston Consolidates Principal GAM Under One Chief MFWire.com
    6/11/2018 Week In Preview, June 11-17 MFWire.com
    6/11/2018 Week In Preview, June 11-17 401kWire.com
    6/1/2018 Meta Roboadvice Wins Over Another Robust Giant MFWire.com
    5/14/2018 Week In Preview, May 14-20 MFWire.com
    4/27/2018 As Long-Term Flows Rebound, Vanguard Keeps the Lead MFWire.com
    3/20/2018 T. Rowe, Fido, and PrimeCap Lead This Pack MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/26/2018 Despite a Shift, Passive Titans Still Dominated January Flows MFWire.com
    10/13/2017 New Fund Fuss - October 13, 2017 MFWire.com
    10/3/2017 Follow the Fundsters - October 3, 2017 MFWire.com
    10/2/2017 Week In Preview, October 2-8 401kWire.com
    9/11/2017 Filings For Fundsters - September 11, 2017 MFWire.com
    8/7/2017 Week In Preview, August 7-13 MFWire.com
    7/25/2017 Follow the Fundsters - July 18, 2017 MFWire.com
    7/24/2017 Week In Preview, July 24-30 MFWire.com
    7/20/2017 Vanguard and BlackRock Stay on Top While SSgA's Flow Woe Reverses MFWire.com
    7/13/2017 20 Fund Firms Team Up With LPL For a New Mini-Mart MFWire.com
    6/5/2017 Week In Preview, June 5-11 MFWire.com
    5/16/2017 These Fund Firms and B-Ds Are Seen as Great Employers MFWire.com
    4/17/2017 Week In Preview: Fundsters Gather in NYC and Directors in DC MFWire.com
    3/20/2017 Filings for Fundsters - March 20, 2017 MFWire.com
    2/6/2017 Eye for Earnings - February 6, 2017 MFWire.com
    1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg? MFWire.com
    1/5/2017 Principal Cuts a Fund Channel on NYE MFWire.com
    11/4/2016 Eye for Earnings - November 4, 2016 MFWire.com
    10/28/2016 Eye for Earnings - October 28, 2016 MFWire.com
    3/28/2016 Fund Directors Will Gather in D.C. Tomorrow MFWire.com
    3/24/2016 Don't Launch Target Date Funds; Join Them MFWire.com
    8/18/2015 Principal's New ETF Chief Is Considering All the ETF Flavors MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    4/24/2015 Principal's Distro Chief Departs MFWire.com
    4/10/2015 The Stock Funds Have No Heroes MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/13/2015 This Pimco Vet Will Lead Principal's Active ETF Charge MFWire.com
    2/27/2015 Principal Funds Shifts MFWire.com
    2/27/2015 A Former Principal Funds Chief Retires MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    10/7/2014 McCaughan Doubles Down on a Principal Funds Subadvisor MFWire.com
    7/18/2014 Steers Finds a New Marketing Chief MFWire.com
    8/27/2013 Mutual Fund Wraps are the Height of Hedge Fund Couture MFWire.com
    8/26/2013 Three Things to Know About Principal's Q2 2013 Earnings MFWire.com
    8/1/2013 Principal Adds a Sub-Advisor to a Global Fund MFWire.com
    6/28/2013 Investment Talent at an Iowa Shop Grows by Two MFWire.com
    5/20/2013 An Insurance Giant Settles a Mutual Fund Fee Suit MFWire.com
    5/16/2013 Principal Loses a Director to a Spanish Titan MFWire.com
    4/26/2013 Stork and Reaper for the Week of April 26, 2013 MFWire.com
    3/15/2013 Who Cleaned Up At the 2013 Lipper Awards? MFWire.com
    3/11/2013 Principal's HQ Project Has a $285MM Price Tag MFWire.com
    3/5/2013 Principal Buys a Hedge Fund MFWire.com
    2/11/2013 Principal Plans HQ Renovations MFWire.com
    2/6/2013 An $88B Firm Wants a Fund Marketing Head MFWire.com
    1/10/2013 Principal Makes a Sales Hire in Indiana MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    11/28/2012 Principal Funds Teaches Advisors About ESOPs MFWire.com
    11/6/2012 Dodge & Cox Tops M* Ranking of Fund Firms MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    10/19/2012 Stork and Reaper for October 19, 2012 MFWire.com
    7/24/2012 Helmet On, Principal Funds' Cuniff Rides to Barron's MFWire.com
    4/12/2012 Zimpleman Says Principal is Set: "Now We Just Need to Execute" MFWire.com
    12/1/2011 Four Firms Vie for DeAM MFWire.com
    11/28/2011 Direxion's New Sales Chief Makes His First Hire MFWire.com
    9/14/2011 Principal Debuts Small-to-Mid Cap Offering MFWire.com
    8/9/2011 Morningstar Downgrades Schwab's and DWS' Target-Date Ratings MFWire.com
    8/9/2011 Investing Pros Discuss the Downgrade MFWire.com
    5/9/2011 Is Larry Fink Number 14 or Number 16? MFWire.com
    3/29/2011 Target-Date Funds Catch the WSJ's Eye MFWire.com
    2/16/2011 Principal Names a New PM For an Asset Allocation Series MFWire.com
    11/2/2010 Principal Sees Earnings Hike in Asset Management MFWire.com
    8/30/2010 A Trade Pub IDs Target-Date Funds with Above-Average Turnover MFWire.com
    8/11/2010 Are Target Date Funds Getting Cheaper? MFWire.com
    7/16/2010 Credit Suisse Upgrades Principal's Shares MFWire.com
    6/11/2010 Openings and Closings MFWire.com
    3/18/2010 Principal Reorg is Complete MFWire.com
    1/25/2010 Principal Plans to Close Off B Shares By March MFWire.com
    12/22/2009 Principal Faces a Fee Suit MFWire.com
    12/16/2009 Bloomberg Hunts for Junk Inside Target Date Funds MFWire.com
    11/16/2009 Principal is Hiring in Texas and North Carolina MFWire.com
    11/3/2009 AUM Drops at Principal Global Asset Management MFWire.com
    9/9/2009 Principal Moves Forward with a Sales Hire MFWire.com
    8/4/2009 Principal's Asset Management Revenues Dip MFWire.com
    7/8/2009 Principal Rebrands and Refocuses a Fund MFWire.com
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