Observatory · observe first

Principal Financial Group

PFG · United States · Life & Health Insurance · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.045%
12M weight contribution
-0.066 pp
3M weight contribution
-0.052 pp
12M price return
-28.4%

Share of matched S&P 500 members

Monthly observations through Oct 2018

0.00.10.12018

Company price index

A separate dimension from market allocation

7386992018

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Oct 2018$13.3bn0.045%-0.066 pp-28.4%No
Sep 2018$16.7bn0.053%-0.058 pp-10.9%No
Aug 2018$15.7bn0.051%-0.061 pp-16.9%No
Jul 2018$16.6bn0.097%-0.014 pp-12.5%No
Jun 2018$15.2bn0.092%-0.019 pp-20.3%No
May 2018$16.0bn0.097%-0.014 pp-16.8%No
Apr 2018$17.2bn0.105%-0.006 pp-11.7%No
Mar 2018$17.6bn0.108%-0.003 pp-9.1%No
Feb 2018$18.1bn0.108%-0.003 pp-7.8%No
Jan 2018$19.5bn0.111%+0.000 pp+0.0%No

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.