Grupo Principal Financial Group, Inc.

PT Principal Asset Management (Principal Indonesia) is an asset management firm headquartered in Jakarta, Indonesia. The firm is a joint venture between CIMB Group Holdings Berhad and Principal Financial Group in 2018. Formerly known as PT CIMB-Principal Asset Management, the firm was founded in 2018. Principal Indonesia offers a wide variety of solutions to help people and companies build, protect, and advance their financial well-being with their discretionary mandates and asset management expertise.

Principal Asset Management Co. (Asia) Ltd. (PAM) is the wholly-owned, Hong Kong-based investment management subsidiary of Principal International (Asia) Ltd., ultimately held by Principal Financial Group, Inc. (NYSE: PFG), an American global financial investment management and insurance company headquartered in Des Moines, Iowa. Founded in 1997, PAM provides investment advisory services to institutional investors and offers a range of funds that include equity, fixed income, mixed assets, and money market vehicles to pension and retail investors.

Part of Principal Financial Group, Inc., Principal Global Investors Trust Co. provides banking services. The company is based in Des Moines, IA.

Part of Principal Financial Group, Inc., Principal Consulting (India) Pvt Ltd. provides investment advice. The company is based in Mumbai, India.

Part of Principal Financial Group, Inc., Principal Afore SA de CV is a financial company based in San Pedro Garza García, Mexico. The Mexican company offers three types of investment funds, including debt funds, variable income, and lifestyle funds, which are tailored to meet the future needs and goals of each investor. Main Lifestyle is a family of investment funds that provides diversification according to the profile and needs of each investor. The company was founded in 1997, and Josemaría Bolio Barajas has been the CEO of the company since 2020.

Internos Global Investors Kapitalverwaltungs GmbH provides fund and asset management services. It offers fund accounting, debt management and treasury, legal and company secretarial, tax and structuring, regulatory compliance, capital relationships, strategy and research, securities management, and corporate services. The company was founded by Jos Short and Andrew Thornton in May 2008 and is headquartered in Frankfurt am Main, Germany.

Claritas Administração de Recursos Ltda. (Claritas) is the Brazilian asset management subsidiary of PFG do Brasil Ltda., ultimately held by The Principal Financial Group, Inc. (NYSE: PFG) in the US. The firm was founded in 1999 by Marcelo Karvelis and Renato Ribeiro Fortes Abucham. Headquartered in Sao Paulo, Claritas offers local funds and investment vehicles to individual and institutional investors. Claritas is a signatory of the UN Principles for Responsible Investment (UNPRI).

Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.

Principal Exchange Traded Funds is an open-end management investment company that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities and in equity securities. The company currently consists of one series, the Principal EDGE Active Income ETF which is diversified. Principal Exchange Traded Funds was founded in 2013 and is headquartered in Des Moines, IA.

Part of Principal Financial Group, Inc., Deposit Administration Investment Management Policy is an open-ended investment fund. The company is based in Wan Chai, Hong Kong.

Principal Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA.

Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA.

Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates.

Principal Bank provides banking services. It offers banking products and services through internet, telephone, personal bankers by U.S. mail and a nationwide network of ATMs. The company was founded in February 1998 and is headquartered in Desmoines, IA.

Principal International LLC provides financial and investment services. The company was founded in 1990 and is headquartered in Des Moines, IA.

Part of Principal Financial Group, Inc., Principal National Life Insurance Co. is a company based in Des Moines, IA.

Principal Global Investors (Singapore) Ltd. (PGI-Singapore) is the Singapore-based asset management subsidiary of Principal Global Investors Holding Company (US) LLC, ultimately owned by Principal Financial Group, Inc. (NASDAQ: PFG)., a global financial investment management and insurance company headquartered in the US. Founded in 1999, PGI-Singapore offers Asian institutional investors access to the global investment capabilities of the Principal Financial Group through segregated mandates and a range of mutual funds.

Principal Real Estate Investors LLC (Principal Real Estate) is a SEC-registered investment advisor and real estate investment management firm headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly-owned subsidiary of Principal Global Investors Holding Co. (US) LLC, ultimately owned by Principal Financial Group, Inc. (NYSE: PFG). Principal Real Estate delivers a broad range of diverse, customized real estate solutions designed to help meet the risk and return objectives of institutional investors and individual clients.

Principal Insurance Company (Hong Kong) Ltd. is based in Hong Kong, Hong Kong. Part of Principal Financial Group, Inc., Principal Insurance Company (Hong Kong) Ltd. is a Chinese company that provides asset management, retirement planning, and investment services.

Principal Administradora General de Fondos SA (Principal AGF) is a fund management firm headquartered in Santiago, Chile. The firm was founded in 1961 and is a subsidiary of Principal CIA de Seguros de Vida Chile SA, which is owned by The Principal Financial Group, Inc. (NYSE: PFG) in the US. Principal AGF offers investment solutions to various types of clients.

Part of Principal Financial Group, Inc., Principal Global Investors (Japan) Ltd. is a Japanese company that provides investment advice. The company is based in Tokyo, Japan. The company was founded in 2006. Hitoshi Itagaki has been the CEO of the company since 2007.

Part of Principal Financial Group, Inc., Principal Global Services Pvt Ltd. is an Indian company that provides financial services. The company is based in Pune, India.

Part of Principal Financial Group, Inc., Principal CIA de Seguros de Vida Chile SA is a company that provides life insurance services. Principal CIA de Seguros de Vida Chile SA is based in Las Condes, Chile. The Chilean company was founded in 1991. Pablo Cruzat Arteaga has been the CEO of the company since 2024.

Principal Global Investors (Hong Kong) Ltd. (PGIHK) is an asset management firm headquartered in Hong Kong. The firm was founded in 1981 and is a subsidiary of Principal Global Investors LLC, which is ultimately owned by Principal Financial Group, Inc. (NASDAQ: PFG) in the US. PGIHK provides investment advisory services to institutional investors on a discretionary or non-discretionary basis.

Part of Principal Financial Group, Inc., Principal Global Investors Holding Company (US) LLC functions as an investment holding company. The company is based in Des Moines, IA.

Part of Principal Financial Group, Inc., Principal Commercial Funding LLC is a mortgage banking and loan correspondence company. The company is based in Des Moines, IA.

Part of Principal Financial Group, Inc., Principal Global Investors (Ireland) Ltd. is an Irish company that provides specialized, research-driven investment solutions from experienced managers. The company is based in Dublin, Ireland. The company offers diverse real estate opportunities and asset allocation strategies to potentially deliver better investment outcomes. The company's end-to-end fintech-enabled model portfolio solution makes building custom portfolios easy. The company's fixed income investment teams have a track record of solving for a wide range of personalized investor objectives, and they can help clients take advantage of the widespread opportunities within the equities market.

Principal Global Investors (Europe) Ltd. (PGI-Europe) is the London-based subsidiary of Principal Global Investors LLC, itself a subsidiary of Principal Financial Group, Inc. (NYSE: PFG) based in the US. PGI-Europe offers European institutional investors access to the global investment capabilities of the Principal Financial Group through segregated mandates and a range of mutual funds. The firm offers UK pension schemes access to a range of investment capabilities which include equity, specialist fixed-income, currency and real estate strategies.

Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors.

Spectrum Asset Management, Inc. (Spectrum) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1987 by Mark Lieb. In 2001, they were acquired by Principal Global Investors Holding Company (US) LLC (PGI), the asset management arm of The Principal Financial Group, Inc. (NYSE: PFG). Spectrum manages and advises portfolios of preferred and capital securities for an international universe of corporate, pension fund, insurance and endowment clients, open-end mutual funds domiciled in the US, Ireland, Japan, and Taiwan, and separately managed account programs for high-net-worth individual investors sponsored by a variety of broker-dealers.

Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA.

Principal Global Investors (Australia) Ltd. (PGIA) is the Australia-based investment management subsidiary of Principal Financial Services, Inc., which is owned by Principal Financial Group, Inc. (NASDAQ: PFG) in the US. Headquartered in Sydney, PGIA offers Australian and New Zealand investors with investment management capabilities across a range of Australian and global investments. Their clients include individual investors, institutions, and business professionals.

Origin Asset Management LLP (Origin AM) is a Great Britain-based asset management firm headquartered in London. The firm is a subsidiary of PGI Origin Holding Co. Ltd., ultimately held by Principal Financial Group, Inc. (NYSE: PFG, NASDAQ: PFG) in the US. The firm was founded in 2004 by Chris Carter, Nigel Dutson, Nick Mottram, Jeremy Rigg, and Michael Rimmer. Origin AM manages long-only global, international (ex-US), emerging markets, and smaller company equity portfolios for institutional and professional investors.

Principal Islamic Asset Management Sdn. The joint venture company is based in Kuala Lumpur, Malaysia and has subsidiaries in Ireland and Malaysia. Bhd. provides investment advice. Izad Sallehuddin has been the CEO of the Malaysian company since 2023.