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asset manager

Principal Financial Group

In PWD coverage since August 21, 2026 · 16+ stories

7Deals on our tracker

Deal recordFull tracker →

Sep 1, 26Deal talkSamsung Life Insurance — coverage

Sep 1, 26Deal talkSamsung Life Insurance — coverage

Aug 25, 26Deal announced — coverage

Aug 25, 26Fund launch — coverage

Aug 25, 26Deal announced — coverage

Aug 25, 26Deal announced — coverage

Aug 20, 26Deal closedMattone Group Springnex LLC · Northmarq — coverage

PWD coverage

plans

Aon picks Vanguard as recordkeeper and trustee of its $4.9 billion pooled employer plan

The plan reported $4.915 billion and more than 87,000 participants in its 2025 Form 5500; Aon's September 2 count is about $7.7 billion.

the_wrap · Sep 18Equitable rents a glidepath as CITs take the target-date market

the_wrap · Sep 14Great Gray rents the diligence half of its private-markets CITs

the_tape · Sep 14The ETF industry's next moat is quoting capacity

investments · Sep 14Great Gray rents the diligence half of its private markets CITs

plans · Sep 9The Standard crosses $5B in pooled employer plan assets

partnerships · Sep 2Samsung Life's Principal stake is a mandate play

M&A · Sep 2Samsung Life's Principal stake priced like control

investments · Sep 1Constitution's Horizon CIT puts PE on the 401(k) menu

investments · Sep 1Constitution Capital's Horizon CIT puts daily-priced PE inside Principal plans

investments · Aug 27Principal packages private markets into managed CITs

the_wrap · Aug 27Private credit finds a door into 401(k)s

allocators · Aug 26Private credit wins shelf on Principal's 401(k) platform

advisers · Aug 25ASPPA creates a credential for the pooled-plan market

debt · Aug 21Principal lends $32M on a Queens grocery center its owner has held for 26 years

plans · Aug 21401(k) balances rebound at Principal as Roth adoption climbs