Kamal Bhatia Net Worth

Kamal Bhatia biography

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.

What's Kamal Bhatia's mailing address?

Kamal's mailing address filed with the SEC is 711 HIGH STREET, , DES MOINES, IA, 50392.

Insiders trading at Principal Inc

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, and Roger 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.

What does Principal Inc do?

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 stock owners

Principal Inc executives and other stock owners filed with the SEC include:

• Daniel Houston,
  Chairman of the Board, President, Chief Executive Officer
• Timothy Dunbar,
  President - Global Asset Management
• Patrick Halter,
  President of Principal Global Asset Management
• Deanna Strable-Soethout,
  Executive Vice President and Chief Financial Officer
• Daniel Joseph Houston,
  Chairman, CEO & Pres
• Luis Valdes,
  President - Principal International Segment
• Patrick Gregory Halter,
  Pres of Principal Global Asset Management
• Amy Christine Friedrich,
  Pres of United States Insurance Solutions
• Deanna Dawnette Strable-Soethout,
  Exec. VP & CFO
• Scott Mills,
  Lead Independent Director
• Sandra Helton,
  Independent Director
• Jocelyn Carter-Miller,
  Independent Director
• Betsy Bernard,
  Independent Director
• Elizabeth Tallett,
  Independent Director
• Roger Hochschild,
  Independent Director
• Blair Pickerell,
  Independent Director
• Diane Nordin,
  Independent Director
• C. Daniel Gelatt,
  Independent Director
• Michael Dan,
  Independent Director
• Jonathan Auerbach,
  Independent Director
• Kamal Bhatia,
  Chief Operating Officer - Principal Global Investors
• John Egan,
  Vice President - Investor Relations
• Clare Richer,
  Director
• Kathleen Kay,
  Chief Information Officer
• Kara Hoogensen,
  Senior Vice President - U.S. Insurance Solutions
• Thomas Cheong,
  Senior Vice President, President of Principal Asia
• Karen Shaff,
  Executive Vice President and Chief Legal Officer
• Gary Scholten,
  Executive Vice President, Chief Digital Officer
• Christopher Littlefield,
  Executive Vice President, General Counsel
• Julia Lawler,
  Executive Vice President, Chief Risk Officer
• Renee Schaaf,
  President - Retirement and Income Solutions
• Amy Friedrich,
  President of U.S. Insurance Solutions
• Bethany A. Wood,
  Exec. VP & Chief Marketing Officer
• Noreen M. Fierro,
  Sr. VP & Chief Compliance Officer
• Mark Seth Lagomarcino,
  Sr. VP, Gen. Counsel & Corp. Sec.
• Humphrey Lee,
  VP & Head of Investor Relations
• Roberto Walker,
  Exec. VP & Pres of Principal Latin America
• Jon N. Couture,
  Sr. VP & Chief HR Officer
• Beth Wood,
  Sr. VP & Chief Marketing Officer
• Christopher James Littlefield,
  Exec. VP, Gen. Counsel & Sec.
• Elizabeth B. Happe,
  Sr. VP & Chief Compliance Officer
• John Egan,
  CFO for Principal International, VP & Head of Investor Relations
• Kathleen B. Kay,
  Sr. VP & Chief Information Officer
• Nora Mary Everett,
  President - RIS
• Miller Joycelyn Carter,
  Director
• Dennis H Ferro,
  Director
• James P Mccaughan,
  President - Global Asset Mgmt.
• Gregory Bernard Elming,
  SVP & Chief Risk Officer
• Daniel Gelatt,
  Director
• Larry D Zimpleman,
  Chairman, President & CEO
• Gary E Costley,
  Director
• Richard L Keyser,
  Director
• Ralph Craig Eucher,
  EVP
• Luca Maestri,
  Director
• Mary A Okeefe,
  Sr. VP & Chief Mktg. Off.
• Alfredo Rivera,
  Director
• Terrance Lillis,
  Senior Vice President & CFO
• Ellen Z Lamale,
  Sr. VP & Chief Risk Officer
• Arjun K Mathrani,
  Director
• J Barry Griswell,
  Director
• Norman R Sorensen,
  Pres-Int'l Asset Mgmt & Accum.
• William T Kerr,
  Director
• Joel Pitz,
  Interim CFO
• Maliz E Beams,
  Director
• Natalie Lamarque,
  EVP, General Counsel, and Secr
• Claudio Muruzabal,
  Director
• Wee Yee Cheong,
  EVP, Principal Asia
• Roberto Walker,
  EVP, Principal Latin American
• Mark S. Lagomarcino,
  SVP, General Counsel & Secty
• H Elizabeth Mitchell,
  Director
• Vivek Agrawal,
  EVP & Chief Growth Officer
• Kenneth A. Mc Cullum,
  EVP - Chief Risk Officer