Principal Asset Management

About Principal Asset Management

Principal Asset Management, part of Principal Financial Group, is a leading investment company focused on providing comprehensive asset management solutions for institutional investors, investment funds, and individuals across global markets. Their mission is to deliver actionable insights and specialized expertise to help investors identify opportunities and make confident investment decisions.

Products & Services

Equities:Investment strategies focused on equity markets.

Fixed Income:Investment options in fixed income securities.

Real Estate and Private Markets:Investment in real estate and private market assets.

Asset Allocation:Strategies for diversified asset allocation.

Listed Infrastructure:Investments in publicly listed infrastructure assets.

U.S. Mutual Funds:Mutual fund products for U.S. investors.

Exchange-Traded Funds (ETF):ETFs for diversified investment exposure.

Interval Funds:Funds with periodic redemption options.

Separately Managed Accounts (SMA):Customized investment accounts managed individually.

Collective Investment Trusts (CIT):Pooled investment vehicles for institutional investors.

LDI Solutions:Liability-driven investing solutions.

OCIO Solutions:Outsourced Chief Investment Officer services.

Model Portfolios:Pre-designed portfolio strategies.

Scholar's Edge 529 Plan:Education savings plan for future expenses.

Specialties

Asset Management Equities Fixed Income Real Estate Infrastructure Sustainable Investing Retirement Investing

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Capital Raise T: - FT: Capital Raise	A: 3640000000 MR: - FA: 3.64 billion FAN: 3640000000	D: 2025-02-28 FD: 2025-02-28	-
2	RT: Direct Lending Committed Capital T: - FT: Direct Lending Committed Capital	A: 1600000000 MR: - FA: 1.6 billion FAN: 1600000000	D: 2023-01-18 FD: 2023-01-18	-

Capital Raise Latest

2025-02-28

$3.6B

Direct Lending Committed Capital 2023-01-18

$1.6B

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

S

Seema Shah

chief global strategist of Principal Asset Management

LinkedIn (Pro only)

R

Rich Hill

K

Kamal Bhatia

CEO and president of Principal Asset Management

LinkedIn (Pro only)

J

Jeffrey Mathews

S

Syd del Cid

S

Sebastian Dooley

Senior Fund Manager

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