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
0.000%
12M weight contribution
-0.084 pp
3M weight contribution
+0.000 pp
12M price return
-21.6%

Share of matched S&P 500 members

Monthly observations through May 2020

0.00.10.1201820192020

Company price index

A separate dimension from market allocation

537598201820192020

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
May 2020$10.6bn0.000%-0.084 pp-21.6%No
Apr 2020$10.0bn0.056%-0.033 pp-33.5%Yes
Mar 2020$8.6bn0.000%-0.080 pp-34.8%No
Feb 2020$12.2bn0.000%-0.085 pp-11.1%No
Jan 2020$14.7bn0.073%+0.026 pp+10.2%No
Dec 2019$15.3bn0.075%+0.030 pp+29.7%No
Nov 2019$15.3bn0.077%+0.031 pp+15.2%No
Oct 2019$14.8bn0.077%+0.032 pp+18.2%No
Sep 2019$15.9bn0.085%+0.031 pp+1.7%No
Aug 2019$14.8bn0.081%+0.030 pp+0.4%No
Jul 2019$16.2bn0.086%-0.011 pp+4.1%Yes
Jun 2019$16.1bn0.087%-0.005 pp+13.9%Yes
May 2019$14.4bn0.084%-0.013 pp-2.8%Yes
Apr 2019$15.9bn0.089%-0.017 pp+0.5%Yes
Mar 2019$14.0bn0.080%-0.028 pp-14.2%Yes
Feb 2019$14.7bn0.085%-0.023 pp-12.3%Yes
Jan 2019$14.2bn0.047%-0.065 pp-23.0%No
Dec 2018$12.5bn0.045%-0.067 pp-32.1%No
Nov 2018$14.0bn0.046%-0.065 pp-24.2%No
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

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.