Report
John Heagerty

Model Update: Remain Neutral

Underlying
Principal Financial Group Inc.

Principal Financial Group is an insurance holding company, engaged in investment management. The company provides businesses, individuals and institutional clients a range of financial products and services, including retirement, asset management and insurance through its financial services companies. The company provides long-term investment strategies to institutional, retirement, high net worth and retail clients by providing a range of capabilities including equity, fixed income, real estate and other alternative investments, as well as fund offerings. The company's segments include: retirement and income solutions; principal global investors; principal international; and United States insurance solutions.

Provider
Atlantic Equities
Atlantic Equities

Formed in 2003 by an established team from Cazenove, one of the most respected investment banks in the UK, Atlantic Equities conducts and publishes fundamental, bottom up research on mid and large cap US companies.

Atlantic provide order execution through a wide range of DMA products and algorithmic trading suites.

Analysts
John Heagerty

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