Principal Global Investors

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Partnering with insurance investors is a key strength of Principal Global Investors. From our own insurance company heritage, Principal Global Investors has grown into a global investment manager with more than $486 billion in assets under management, and over 900 institutional clients globally (as of June 30, 2020). Fifty of those 900 clients are external insurance companies. They trust Principal Global Investors to manage more than $13.5 billion in assets, ranging from private real estate debt and equity, to specialized debt and equity strategies.

2019 YE — All values in USD billionsDefinitions

Firm Information

AUM, Firm Distribution

Insurance GenAcct 3rd PartyInsurance GenAcct AffilInsurance SepAcctAll Other FirmAUMTotal Firm AUM12.22189.0775.348309.939486.578
Principal Global Investors

www.principalglobal.com
801 Grand Ave, Des Moines, Iowa 50392

Amanda Wilson
Managing Director, Institutional Sales & Relationship Management
Wilson.Amanda@principal.com
515-878-9448

Service Offerings & Client Profiles

Insurer Services
Investment Accounting OutsourcingNALM PartneringY
Customized Portfolio ReportingYRegulatory AssistanceY
Insurance Client Web PortalYStrategic Asset Allocation AdviceY
Peer AnalyticsYTactical Asset Alloc / Multi-Asset Portfolio MgtY
Capital Modelling & ManagementYInsurance Client ConferencesY
Income & Cash Flow ProjectionsYESG Specific Products Placed with InsurersY

Client Type Count

Life HealthPropertyCasualtyReinsurance(All Lines)Multi-LineOtherTotal ClientCount281341

Client Relationship Size

<$250mn$250mn – $1bn$1 – $5bn5 – $10bn>$10bn3434

AUM Summary

3rd Party General Account Public Private Total
Fixed Income5.7984.96510.763
Equities1.4581.458
Total5.7986.42312.221
Firm Public Private Total
Fixed Income233.5622.643256.203
Equities173.37257.003230.375
Total406.93279.646486.578
Regions 3P-GA Firm
N America6.668403.998
Europe & UK0.95717.691
APAC2.67341.907
Offshore1.92322.982
Other

AUM Details

Public Fixed Income 3P-GA Firm
Cash/Short-Term5.607
Governments & Agencies0.06614.805
Corporates1.51558.512
Municipals, Tax-Preferenced10.348
Municipals, Taxable0.5020.555
Securitized – RMBS
Securitized – All Other1.84534.28
Convertibles
High Yield1.03727.332
Bank/Leveraged Loans0.781
CLOs
Emerging Markets – Sovereigns0.582
Emerging Markets – Corporates0.26.318
Other0.63274.435
Public Equities 3P-GA Firm
Large Cap69.56
Mid Cap37.142
Small Cap15.012
Global Developed Markets42.542
Emerging Markets6.869
Quant/Smart Beta
Mkt Neutral / Long-Short / Liquid Alts
Dividend-Tilt
Passive SMAs
Other2.245
Private Fixed Income 3P-GA Firm
Private Placements – Traditional0.0090.009
Corporate – Middle Market
RE – CMLs
RE – All Other Debt4.95522.48
Infrastructure Debt0.011
Structured
High Yield
Other0.142
Private Equity, Equity Alts 3P-GA Firm
PE / VC
RE Equity1.458
Infrastructure Equity
Hedge Funds
Other