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
0.078%
12M weight contribution
+0.019 pp
3M weight contribution
+0.020 pp
12M price return
+36.2%
Share of matched S&P 500 members
Monthly observations through Oct 2022
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 |
|---|---|---|---|---|---|
| Oct 2022 | $22.0bn | 0.078% | +0.019 pp | +36.2% | Yes |
| Sep 2022 | $18.0bn | 0.071% | +0.010 pp | +16.2% | Yes |
| Aug 2022 | $18.6bn | 0.067% | +0.007 pp | +15.1% | Yes |
| Jul 2022 | $16.9bn | 0.058% | +0.001 pp | +11.8% | No |
| Jun 2022 | $16.9bn | 0.066% | +0.005 pp | +9.7% | Yes |
| May 2022 | $18.4bn | 0.066% | +0.003 pp | +15.8% | Yes |
| Apr 2022 | $17.8bn | 0.064% | +0.001 pp | +10.8% | Yes |
| Mar 2022 | $19.2bn | 0.065% | +0.033 pp | +27.1% | Yes |
| Feb 2022 | $18.5bn | 0.064% | +0.033 pp | +28.4% | Yes |
| Jan 2022 | $19.4bn | 0.065% | +0.033 pp | +53.9% | Yes |
| 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 |
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.