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.

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Philanthropy
Principal® Foundation Invests More Than $30 Million To Help Over 8 Million People Access Greater Financial Security
Principal® Foundation, the corporate foundation endowed by Principal Financial Group®, exceeded its goal to invest $30 million over two years to advance financial security.
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 & Workforce Development
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
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.
Inclusion & Opportunity
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
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
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.
Inclusion & Opportunity
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 & Workforce Development
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.

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