DBA: PRINCIPAL ASSET MANAGEMENT
| Total AUM | $427.71B |
| Discretionary | $419.25B98% of AUM |
| Non-Discretionary | $8.47B |
| Client Accounts | 8,169 |
| Avg Account Size | $52.4M |
| Employees | 1,394 |
| Peak AUM | $427.71BMar 2026 |
| AUM CAGR | +35.4% /yrover 25 yrs · 100 filings |
Total AUM
$427.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $427.7B | +17.5% | +14.8% | +1.7% | |
| Discretionary AUM | $419.2B | +17.9% | +15.2% | +1.8% | |
| Non-Disc. AUM | $8.5B | +0.3% | +0.7% | +0.5% | |
| Total Accounts | 8k | +10.4% | 15.3% | 2.3% | |
| Avg Account Size | $52M | +6.4% | +35.6% | +4.2% | |
| Employees | 1k | +3.3% | 9.9% | 4.6% | |
| AUM / Employee | $307M | +13.8% | +27.5% | +6.7% | |
Client AUM Segments | |||||
| Wealth AUM | $3.1B | +21.8% | +10.8% | +1.4% | |
| Institutional AUM | $225.5B | +21.3% | +15.3% | +4.8% | |
| Fund / Pooled AUM | $190.6B | +13.9% | +14.5% | 1.7% | |
Client Count Segments | |||||
| HNW Clients | 6k | +2.9% | +2.0% | +10.7% | |
| Institutional | 2k | +54.1% | 35.2% | +9.7% | |
| Pooled / Fund | 130 | +30.0% | 48.7% | +33.4% | |
| Individuals | 315 | 2.5% | 2.1% | 40.7% | |
| Total AUM | $427.71B |
| Discretionary | $419.25B |
| Employees | 1394 |
| Client Accounts | 8169 |
Address
801 GRAND AVE
DES MOINES IA 50392-0001
Phone
800-787-1621
Filing History
100 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$419.2B
98.0% of AUM
Non-Discretionary
$8.5B
2.0% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody