Company Overview

The Principal Financial Group^® (The Principal^®) is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement and investment services and life and health insurance through its diverse family of financial services companies.

With a focus on small and medium-sized businesses and global asset management, our goal is to help businesses and people meet their financial goals.

Company profiles, including the latest awards and recognition

Latest Quarterly Company Profile in English (PDF: 157 KB - as of 09/30/2009)
Year-End Company Profile in English (PDF: 188 KB - as of 12/31/2008)
Year-End Company Profile in Spanish (PDF: 300 KB - as of 12/31/2008)
Year-End Company Profile in Portuguese (PDF: 300 KB - as of 12/31/2008)
Year-End Company Profile in Simplified Chinese (PDF: 620 KB - as of 12/31/2008)
Year-End Company Profile in Traditional Chinese (PDF: 683 KB - as of 12/31/2008)

Related company information:

Read the latest news about The Principal
Get facts, research, and tips in the Principal Research Center
Get details about our business continuity planning program
Find out how we protect you and your information (PDF: 128 KB)

International Operations

The international operations of The Principal provide a variety of financial services products to meet the needs of growing businesses. Through wholly owned companies and joint venture partnerships, we provide a broad range of financial services in countries around the world.

Related information about our international operations:

Global Asset Management

Principal Global Investors, a diversified asset management organization and a member of the Principal Financial Group^®, manages assets primarily for retirement plans and other institutional clients. Our investment capabilities encompass an extensive range of equity, fixed income and real estate investments as well as specialized overlay and advisory services. Visit www.principalglobal.com for more information.

Retirement & Investments

As one of the nation's 401(k) leaders^[1] and total retirement solutions innovator, The Principal^® offers a wide range of workplace retirement plans and programs including 401(k), 403(b), defined benefit plans, Employer Stock Ownership Plans (ESOP), nonqualified deferred compensation plans, group annuities, individual 401(k)s, SIMPLE & SEP IRAs for non-profit, government, union and for-profit organizations of all sizes.

The Principal offers investment opportunities for individuals as well, including mutual funds, annuities, rollover IRAs, traditional and Roth IRAs, as well as retirement planning and investment tools and education for savers in all life stages.

Related retirement and investments information:

Insurance

As a premier provider of employee benefits, the Principal Financial Group offers group disability, life, vision and dental insurance to growing companies across the United States.

The Principal also offers life and disability insurance for estate planning, business continuation, executive benefits and financial planning for business owners, senior executives and key employees.

Related insurance information:

Health & Wellness

The Principal Financial Group is a leader in consumer-driven healthcare solutions, tailored to meet the needs of any size business. We also offer integrated wellness programs that help employers to improve employee health, save money, reduce claim activity and save lives.

Related health and wellness information:

Banking

Principal Bank offers a cost-efficient, convenient way to do your everyday banking. With 24/7 Internet access to your accounts when and where you'd like and personal bankers available 7:00 a.m. to 9:00 p.m. (Central time), excluding holidays.

Related banking information:

^[1]: The Principal ranks number one in total plans for all asset sizes among fully bundled 401(k) providers-2008 Spectrem Group analysis of fully-bundled 401(k) providers (companies that provide both administrative and investment services).