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
0.028%
12M weight contribution
-0.017 pp
3M weight contribution
-0.010 pp
12M price return
+10.9%
Share of matched S&P 500 members
Monthly observations through Mar 2026
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 2026 | $19.5bn | 0.028% | -0.017 pp | +10.9% | No |
| Feb 2026 | $20.7bn | 0.028% | -0.017 pp | +11.3% | No |
| Jan 2026 | $20.8bn | 0.040% | -0.002 pp | +19.3% | Yes |
| Dec 2025 | $19.4bn | 0.038% | -0.002 pp | +18.4% | Yes |
| Nov 2025 | $18.6bn | 0.037% | -0.007 pp | +1.1% | No |
| Oct 2025 | $18.5bn | 0.036% | -0.008 pp | +5.8% | No |
| Sep 2025 | $18.5bn | 0.037% | -0.009 pp | +0.2% | No |
| Aug 2025 | $17.9bn | 0.037% | -0.008 pp | +2.5% | No |
| Jul 2025 | $17.3bn | 0.037% | +0.003 pp | -1.0% | No |
| Jun 2025 | $17.8bn | 0.038% | +0.004 pp | +5.0% | No |
| May 2025 | $17.5bn | 0.040% | +0.003 pp | -1.7% | No |
| Apr 2025 | $16.6bn | 0.040% | -0.014 pp | -3.0% | No |
| Mar 2025 | $19.0bn | 0.045% | -0.011 pp | +1.2% | Yes |
| Feb 2025 | $20.1bn | 0.045% | -0.010 pp | +14.0% | Yes |
| Jan 2025 | $18.9bn | 0.042% | -0.014 pp | +7.9% | No |
| 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 |
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.