Principal Financial Group: Financial Inclusion

Helping individuals and businesses gain access to useful financial products and services to meet their needs—from savings, credit, and insurance to education and advice—and delivering these resources in a responsible and sustainable way.

Learn more about Principal's commitments to financial inclusion here.

Videos from this campaign

Lori Vodraska, Principal Financial Group
The Principal Charity Classic is more than a golf tournament.
Two women facing off in a hockey match.
After two years away, the Principal Charity Classic returned to Des Moines.

Content from this campaign

Sustainable Finance & Socially Responsible Investment

Businesses Report Growth Despite Continued Inflationary and Economic Uncertainty, According to New Principal® Survey
Despite recent bank failures and concerns around the stability of the U.S. economy, businesses report high levels of growth, according to the latest Principal Financial Well-Being IndexSM (WBI).

Education

Principal® Foundation Promotes Scholarship Contest: Financial Literacy Bee powered by EVERFI
In observance of National Financial Literacy Month, Principal® Foundation invites 9th – 12th graders, within the U.S., to participate in the 2023 Financial Literacy Bee, powered by EVERFI.

Philanthropy & Cause Initiatives

Principal® Announces Five-Year Extension Agreement for Principal Charity Classic
Principal Financial Group® announced a five-year extension agreement with the Principal Charity Classic to continue its long-standing support for the annual PGA TOUR Champions tournament held at the Wakonda Club in Des Moines, Iowa.

Diversity & Inclusion

Principal® Foundation To Sponsor EVERFI Black History Month Challenge
Principal® Foundation is inviting high school students across the U.S. to participate in the Black History Month Challenge for a chance to win a college scholarship. The challenge was created by EVERFI, an innovator in digital social impact education.

Philanthropy & Cause Initiatives

Small Business Saturday: Solutions and Support for Every Small Business
Focused events like Small Business Saturday help drive attention to the 30 million-plus small businesses in the U.S. But research demonstrates support is needed not just on one day, but throughout the year, year after year.

Research, Reports & Publications

New Analysis From Principal® Reveals Employer Support for Financial Inclusion Differs by Job Sector
The U.S. is the second most financially inclusive market, according to the 2022 Global Financial Inclusion Index (Index) – driven largely by the financial system and employers’ support of individuals.

Diversity & Inclusion

Global Financial Inclusion Index from Principal® Develops Benchmark for Financial Security and Inclusion Across Global Economies
Singapore is the world’s most financially inclusive market, alongside the U.S., Nordic Europe, and Hong Kong, according to the inaugural Global Financial Inclusion Index (Index) sponsored by Principal Financial Group®

Sustainable Finance & Socially Responsible Investment

New York City-Based Funders Collective Announces First Award Opportunity
On the heels of layered crises and big challenges for small business in the New York City region, JPMorgan Chase, M&T Bank, Principal Foundation, Santander Bank, and Surdna Foundation have come together to launch the NY Small Business Funders Collective (SBFC).

Education

DataSetGo To Promote Financial Literacy and Future-Ready Job Skills for 70,000+ High School Students
With a goal of shaping a diverse and future-ready workforce, Principal® Foundation and EVERFI have joined together to create a new data science and financial literacy program for high school students in the U.S.

Research, Reports & Publications

New Financial Health Study Examines Deep Gender Gap in Financial Health With Men Nearly 50% More Likely To Be Financially Healthy
The Financial Health Network, the nation’s authority on financial health, in partnership with the Principal® Foundation, released The Gender Gap in Financial Health report, exploring why women in America continue to fare worse financially than men.
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