Principal Global Investors, LLC, operating as Principal Asset Management, is a diversified global asset management organization providing a wide range of investment capabilities through specialized investment teams and affiliates. The firm offers discretionary and non-discretionary investment advisory services across all major asset classes, including equities, fixed income, asset allocation, real estate, and private markets. Serving institutional investors, pension plans, mutual funds, exchange-traded funds, and individual investors through separately managed accounts and commingled vehicles, the firm focuses on delivering tailored investment solutions. Principal Asset Management utilizes fundamental research, quantitative modeling, and disciplined risk management to construct portfolios designed to meet specific client objectives, while also participating in sustainable investing and incorporating advanced analytical tools to support its investment processes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.60% |
| $50.0M - $100.0M | 0.55% |
| $100M+ | 0.50% |
Fees vary widely depending on the specific equity, fixed income, or alternative strategy chosen. The representative schedule shown reflects standard international equity or similar core strategies. Many strategies feature different tiers, minimum account sizes ranging from $10 million to $50 million, and negotiable rates for larger accounts.