Principal Asset Management

Kansas City, United States Founded: 1879 • Age: 147 yrs
Offers investment strategies, mutual funds, and asset management services worldwide.
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About Principal Asset Management

Principal Asset Management is a company based in Kansas City (United States) founded in 1879 by Jos Short. It operates as a B2B, and B2C. Principal Asset Management has completed 1 acquisition, including BNP Paribas Cardif. Principal Asset Management offers products and services including U.S. Mutual Funds, Exchange-Traded Funds (ETF), and Separately Managed Accounts (SMA). Principal Asset Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.

  • Headquarter Kansas City, United States
  • Founders Jos Short
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Legal Name Principal Global Investors, Llc
Operational Areas
Financial Services → Private Capital & Alternative Investments
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Principal Asset Management

Principal Asset Management offers a comprehensive portfolio of products and services, including U.S. Mutual Funds, Exchange-Traded Funds (ETF), and Separately Managed Accounts (SMA). The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Funds for equities and fixed income investments.

ETFs providing diversified market exposure.

Customized accounts for institutional investors.

People of Principal Asset Management
Headcount 1000-5000
Employee Profiles 244
Employee Profiles
People
Morgan Best
Client Advisor
People
Benjamin Lammers
Analyst | Aligned Investors
People
Kyle Gorres
Sr. Investment Manager
People
Laura Gage
Senior Associate - Investment Oversight

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Funding Insights of Principal Asset Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Principal Asset Management

Principal Asset Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include BNP Paribas Cardif. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Diversified insurance services are provided by BNP Paribas Cardif.
1973
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Principal Asset Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Principal Asset Management Comparisons

Employees
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Competitors of Principal Asset Management

Principal Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Principal Asset Management

Frequently Asked Questions about Principal Asset Management

When was Principal Asset Management founded?

Principal Asset Management was founded in 1879.

Where is Principal Asset Management located?

Principal Asset Management is headquartered in Kansas City, United States. It is registered at Kansas City, Missouri, United States.

What does Principal Asset Management do?

Principal Asset Management is an investment firm that delivers strategies in equities, fixed income, and real estate through products like mutual funds and ETFs. It serves financial professionals, individuals, and institutional investors by providing actionable insights and solutions, with offices in the United States and regions like Asia and Europe. The company focuses on sustainable investing and global market perspectives to help clients navigate volatility and achieve their goals.

Who are the top competitors of Principal Asset Management?

Principal Asset Management's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Principal Asset Management offer?

Principal Asset Management offers U.S. Mutual Funds, Exchange-Traded Funds (ETF), and Separately Managed Accounts (SMA).

How many acquisitions has Principal Asset Management made?

Principal Asset Management has made 1 acquisition, including BNP Paribas Cardif.

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