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
0.032%
12M weight contribution
+0.032 pp
3M weight contribution
-0.023 pp
12M price return
+100.6%

Share of matched S&P 500 members

Monthly observations through Mar 2021

0.00.10.12018201920202021

Company price index

A separate dimension from market allocation

53761002018201920202021

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Mar 2021$16.3bn0.032%+0.032 pp+100.6%No
Feb 2021$15.4bn0.031%+0.031 pp+33.7%No
Jan 2021$13.5bn0.032%-0.040 pp-2.2%No
Dec 2020$13.6bn0.055%-0.020 pp-5.2%Yes
Nov 2020$13.7bn0.058%-0.019 pp-5.1%Yes
Oct 2020$10.8bn0.051%-0.026 pp-22.9%Yes
Sep 2020$11.1bn0.000%-0.085 pp-26.0%No
Aug 2020$11.6bn0.000%-0.081 pp-16.1%No
Jul 2020$11.6bn0.000%-0.086 pp-23.4%No
Jun 2020$11.4bn0.000%-0.087 pp-24.9%No
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

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.