Our Brand

Invest when you’re ready. Retire with more confidence. We help you plan for life’s big moments.

Our Vision

With our 140+ years’ experience and global expertise from over 25 nations and territories, we are your trusted life-journey partner who focuses on your MPF, so you may savor moments in life.

At your doorstep

We first set foot on Hong Kong soil in 1996 and haven’t stopped running since. We’re passionate and dedicated to help you accomplish your long term financial goals. We have included various mutual funds to our portfolios that may suit your needs.

In Hong Kong, we are a provider of investment and retirement solutions. We combine our capabilities in global investment management, retirement leadership and asset allocation expertise to provide retirement and asset management services as well as award-winning mutual funds and investment products to businesses, individuals and institutional investors.

Our member companies include:
Principal Trust Company (Asia) Limited;
Principal Trust Company (Hong Kong) Limited;
Principal Asset Management Company (Asia) Limited;
Principal Investment & Retirement Services Limited;
Principal Nominee Company (Hong Kong) Limited; 
Principal Insurance Company (Hong Kong) Limited.

A little bit about us

Edward Temple started Principal in 1879 with a vision - Help you achieve your goals. Now a FORTUNE 500® & global investment management leader, we haven’t forgotten about creating your dreams. We’ll continue to offer you financial security and stability.

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years experience in financial services

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billion assets under management (September 2022)

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million customers worldwide (September 2022)

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nations and territories

Principal Global Asset Management Expertise

Principal Global Investors leads global asset management at Principal, offering a broad group of specialized investment boutiques, diverse set of asset classes, and comprehensive financial solutions. The strategies developed by our fund managers are designed to balance across asset classes to maximize return. Economic cycle, market conditions and risk management capabilities are reviewed regularly to adjust asset allocations.

Principal’s stellar investment performance sets us apart from peers. Our more than 600 investment professionals manage over US$484.6 billion of assets (as of September 2022) and have developed strategies to have the right balance of asset classes that may lead to wealth generation. Whilst you concentrate on your job, our teams will continuously review and adjust the investment portfolio to help you reach your investment goals.

Asset Management