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
0.059%
12M weight contribution
+0.008 pp
3M weight contribution
+0.002 pp
12M price return
+78.0%

Share of matched S&P 500 members

Monthly observations through Oct 2021

0.00.10.12018201920202021

Company price index

A separate dimension from market allocation

53831142018201920202021

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Oct 2021$17.8bn0.059%+0.008 pp+78.0%No
Sep 2021$17.3bn0.061%+0.061 pp+66.4%No
Aug 2021$17.9bn0.060%+0.060 pp+65.1%Yes
Jul 2021$16.7bn0.057%+0.057 pp+52.9%Yes
Jun 2021$17.2bn0.061%+0.061 pp+58.8%Yes
May 2021$17.8bn0.064%+0.064 pp+75.1%Yes
Apr 2021$17.4bn0.063%+0.007 pp+83.9%Yes
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

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.