Kamal Bhatia has been appointed as Chief Operating Officer - Principal Global Investors of the Company effective 11/7/2020. Bhatia joined Principal in August of 2019, as President for Principal Funds. Prior to joining Principal, he was president at OC Private Capital, a joint venture company between Oppenheimer Funds and the Carlyle Group, focused on private credit investing. He is an industry veteran bringing significant experience in investment solutions, client engagement, and product development across multiple global asset managers. He has worked at OppenheimerFunds, TIAA, Mellon Asset Management & Citigroup in various leadership roles. He is a CFA charter holder and earned his bachelor’s from IIT, Kanpur (India) and masters from Washington University in St. Louis.
Kamal's mailing address filed with the SEC is 711 HIGH STREET, , DES MOINES, IA, 50392.
Over the last 15 years, insiders at Principal Inc have traded over $67,244,586 worth of Principal Inc stock and bought 123,791 units worth $4,635,085 . The most active insiders traders include Luca Maestri, James P Mccaughan, eRoger C Hochschild. On average, Principal Inc executives and independent directors trade stock every 17 days with the average trade being worth of $1,422,904. The most recent stock trade was executed by Sandra L Helton on 19 October 2022, trading 1,000 units of PFG stock currently worth $80,020.
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, and bank products. The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.
Principal Inc executives and other stock owners filed with the SEC include: