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
0.040%
12M weight contribution
-0.016 pp
3M weight contribution
-0.006 pp
12M price return
+1.9%
Share of matched S&P 500 members
Monthly observations through Dec 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 |
|---|---|---|---|---|---|
| Dec 2024 | $17.7bn | 0.040% | -0.016 pp | +1.9% | No |
| Nov 2024 | $19.9bn | 0.044% | -0.011 pp | +21.1% | Yes |
| Oct 2024 | $18.8bn | 0.044% | -0.011 pp | +26.1% | Yes |
| Sep 2024 | $19.9bn | 0.046% | -0.012 pp | +23.5% | Yes |
| Aug 2024 | $18.9bn | 0.046% | -0.014 pp | +8.5% | Yes |
| Jul 2024 | $18.9bn | 0.034% | -0.008 pp | +5.7% | No |
| Jun 2024 | $18.4bn | 0.034% | -0.008 pp | +7.1% | No |
| May 2024 | $19.2bn | 0.037% | -0.003 pp | +28.7% | No |
| Apr 2024 | $18.7bn | 0.054% | -0.007 pp | +9.8% | No |
| 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 |
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.