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
0.061%
12M weight contribution
+0.006 pp
3M weight contribution
+0.001 pp
12M price return
+51.4%
Share of matched S&P 500 members
Monthly observations through Dec 2021
Company price index
A separate dimension from market allocation
Historical observations
Most recent 24 observations at or before the selected month
| Month | Market cap | Universe weight | 12M weight change | 12M return | Above 6M weight average |
|---|---|---|---|---|---|
| Dec 2021 | $19.2bn | 0.061% | +0.006 pp | +51.4% | Yes |
| Nov 2021 | $18.2bn | 0.061% | +0.003 pp | +44.6% | Yes |
| Oct 2021 | $17.8bn | 0.059% | +0.008 pp | +78.0% | No |
| Sep 2021 | $17.3bn | 0.061% | +0.061 pp | +66.4% | No |
| Aug 2021 | $17.9bn | 0.060% | +0.060 pp | +65.1% | Yes |
| Jul 2021 | $16.7bn | 0.057% | +0.057 pp | +52.9% | Yes |
| Jun 2021 | $17.2bn | 0.061% | +0.061 pp | +58.8% | Yes |
| May 2021 | $17.8bn | 0.064% | +0.064 pp | +75.1% | Yes |
| Apr 2021 | $17.4bn | 0.063% | +0.007 pp | +83.9% | Yes |
| Mar 2021 | $16.3bn | 0.032% | +0.032 pp | +100.6% | No |
| Feb 2021 | $15.4bn | 0.031% | +0.031 pp | +33.7% | No |
| Jan 2021 | $13.5bn | 0.032% | -0.040 pp | -2.2% | No |
| Dec 2020 | $13.6bn | 0.055% | -0.020 pp | -5.2% | Yes |
| Nov 2020 | $13.7bn | 0.058% | -0.019 pp | -5.1% | Yes |
| Oct 2020 | $10.8bn | 0.051% | -0.026 pp | -22.9% | Yes |
| Sep 2020 | $11.1bn | 0.000% | -0.085 pp | -26.0% | No |
| Aug 2020 | $11.6bn | 0.000% | -0.081 pp | -16.1% | No |
| Jul 2020 | $11.6bn | 0.000% | -0.086 pp | -23.4% | No |
| Jun 2020 | $11.4bn | 0.000% | -0.087 pp | -24.9% | No |
| May 2020 | $10.6bn | 0.000% | -0.084 pp | -21.6% | No |
| Apr 2020 | $10.0bn | 0.056% | -0.033 pp | -33.5% | Yes |
| Mar 2020 | $8.6bn | 0.000% | -0.080 pp | -34.8% | No |
| Feb 2020 | $12.2bn | 0.000% | -0.085 pp | -11.1% | No |
| Jan 2020 | $14.7bn | 0.073% | +0.026 pp | +10.2% | 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.