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
0.056%
12M weight contribution
-0.005 pp
3M weight contribution
+0.001 pp
12M price return
+20.3%
Share of matched S&P 500 members
Monthly observations through Mar 2024
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 |
|---|---|---|---|---|---|
| Mar 2024 | $20.4bn | 0.056% | -0.005 pp | +20.3% | Yes |
| Feb 2024 | $19.1bn | 0.055% | -0.022 pp | -6.4% | No |
| Jan 2024 | $18.9bn | 0.056% | -0.021 pp | -11.4% | No |
| Dec 2023 | $18.8bn | 0.056% | -0.018 pp | -2.8% | Yes |
| Nov 2023 | $17.6bn | 0.055% | -0.020 pp | -14.7% | Yes |
| Oct 2023 | $16.4bn | 0.056% | -0.022 pp | -20.6% | Yes |
| Sep 2023 | $17.4bn | 0.058% | -0.012 pp | +3.3% | Yes |
| Aug 2023 | $18.8bn | 0.060% | -0.007 pp | +7.6% | Yes |
| Jul 2023 | $19.4bn | 0.042% | -0.016 pp | +23.5% | No |
| Jun 2023 | $18.4bn | 0.043% | -0.023 pp | +17.5% | No |
| May 2023 | $15.9bn | 0.039% | -0.027 pp | -6.3% | No |
| Apr 2023 | $18.2bn | 0.061% | -0.003 pp | +13.3% | No |
| Mar 2023 | $18.1bn | 0.062% | -0.003 pp | +4.7% | No |
| Feb 2023 | $21.8bn | 0.077% | +0.013 pp | +31.2% | Yes |
| Jan 2023 | $22.6bn | 0.077% | +0.012 pp | +31.1% | Yes |
| Dec 2022 | $20.5bn | 0.074% | +0.013 pp | +20.1% | Yes |
| Nov 2022 | $21.9bn | 0.074% | +0.013 pp | +35.4% | Yes |
| 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 |
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.