Past performance does not guarantee future results.
Asset allocation and diversification does not ensure a profit or protect against a loss.
The portfolios described above are available through a third-party fintech provider engaged by Principal. Activation is subject to agreements and other limitations. Customization of individual portfolios is done by a Financial Advisor at the client portfolio level based on the needs and preferences of an individual client. Principal does not offer these services.
Principal Asset Management℠ is a trade name of Principal Global Investors, LLC.
The model portfolios presented are not registered investment products, but, rather, are model strategies reflective of a model account invested in underlying mutual funds and ETFs. The model portfolios do not represent any specific account, pooled investment vehicle or investable securities managed by Principal. Principal Asset Management provides these models for the use of financial advisors; however, the models are not a recommendation or investment advice for any particular client or account. Your financial advisor is responsible for reviewing your individual financial situation and needs to determine the appropriateness of this or any investment allocation. Model portfolios are exposed to the specific risks of the underlying funds in direct proportion to their percentage allocation
The subject matter in this communication is provided with the understanding that Principal® is not rendering legal, accounting or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
Principal Asset Allocation is an investment team within Principal Global Investors.
MM13635 | 07/2025 | 4641931-072026