Kamal Bhatia
Corporate Officer/Principal at PRINCIPAL FINANCIAL GROUP, INC.
Net worth: 4 M $ as of 2024-03-30
Profile
Kamal Bhatia is currently the President & CEO-Principal Asset Management and President & Chief Executive Officer at Principal Financial Group, Inc. and Principal Global Investors LLC respectively.
He is also the President & Chief Executive Officer of Principal Diversified Select Real Asset Fund, COO & Senior Executive Director of Principal Life Insurance Co., Senior Executive Managing Director of Principal Financial Services, Inc., Director of Principal Funds Distributor, Inc., and Executive Vice President of Principal Shareholder Services, Inc. In his former positions, Mr. Bhatia served as the President & Chief Executive Officer of OC Private Capital LLC from 2017 to 2019.
He was also a Managing Director at TIAA-CREF Investment Management LLC from 2006 to 2011, a Vice President at Mellon Financial Corp.
from 2000 to 2006, and a Senior Vice President at OppenheimerFunds, Inc. from 2011 to 2019.
Additionally, he held the position of President at Principal Funds, Inc. from 2019 to 2020 and Head of Investment Products & Solutions at Invesco Advisers, Inc. He was a Board Member at Westchester Group, Inc. in 2011 and a Vice President at Citigroup Global Corporate & Investment Bank from 1995 to 1999.
Mr. Bhatia obtained a graduate degree from Washington University in St. Louis in 1997 and an undergraduate degree from Indian Institute of Technology Kanpur in 1995.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-27 | 47,719 ( 0.02% ) | 4 M $ | 2024-03-30 |
Kamal Bhatia active positions
| Companies | Position | Start |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | 2019-08-26 |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Chief Executive Officer | 2024-02-09 |
Principal Shareholder Services, Inc.
 Principal Shareholder Services, Inc. Multi-Line InsuranceFinance Part of Principal Financial Group, Inc., Principal Shareholder Services, Inc. provides life insurance services. The private company is based in El Dorado Hills, CA. | Corporate Officer/Principal | 2018-12-31 |
Principal Life Insurance Co.
 Principal Life Insurance Co. Multi-Line InsuranceFinance Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA. | Chief Operating Officer | 2019-12-31 |
Principal Funds Distributor, Inc.
 Principal Funds Distributor, Inc. Investment Banks/BrokersFinance Part of Principal Financial Group, Inc., Principal Funds Distributor, Inc. provides securities brokerage services. The private company is based in Des Moines, IA. | Director/Board Member | 2018-12-31 |
Principal Financial Services, Inc.
 Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA. | Corporate Officer/Principal | - |
Principal Diversified Select Real Asset Fund
 Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA. | Chief Executive Officer | - |
Former positions of Kamal Bhatia
| Companies | Position | End |
|---|---|---|
| Principal Funds, Inc. | President | 2019-12-31 |
| OC Private Capital LLC | Chief Executive Officer | 2018-12-31 |
| ░░░░░░░░░░░ ░░░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
| ░░░░░░ ░░░░░░░░░ ░░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Kamal Bhatia
| Washington University in St. Louis | Graduate Degree |
| Indian Institute of Technology Kanpur | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Finance |
| Private companies | 14 |
|---|---|
Mellon Financial Corp.
 Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Finance |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
| Principal Funds, Inc. | Miscellaneous |
Principal Life Insurance Co.
Principal Life Insurance Co. Multi-Line InsuranceFinance Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA. | Finance |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Finance |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Finance |
Principal Financial Services, Inc.
Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA. | Finance |
Westchester Group, Inc.
 Westchester Group, Inc. Investment ManagersFinance Westchester is a company founded on integrity and excellence, whose employees are motivated by a common goal: to help them achieve the highest possible return on their agricultural investments. The company is the leading agricultural asset management firm, providing a complete range of agricultural real estate and management services. They specialize in the acquisition, management and disposition of agricultural investments for institutional clients, corporate clients and individual clients. Westchester has come a long way since its founding in 1986. The Champaign, Illinois-based company has become a nationally prominent asset manager, having acquired, managed and marketed more than $2 billion in land in 40 states since 1986. Westchester manages nearly 70,000 acres in 11 states and over $400 million in client's assets. They manage crops such as Midwest grains, Florida citrus, Arizona vegetables, Mid-south cotton, California almonds and wine grapes and Washington apples. With regional offices across the country, Westchester is never far from the land it manages. | Finance |
Principal Funds Distributor, Inc.
Principal Funds Distributor, Inc. Investment Banks/BrokersFinance Part of Principal Financial Group, Inc., Principal Funds Distributor, Inc. provides securities brokerage services. The private company is based in Des Moines, IA. | Finance |
Principal Shareholder Services, Inc.
Principal Shareholder Services, Inc. Multi-Line InsuranceFinance Part of Principal Financial Group, Inc., Principal Shareholder Services, Inc. provides life insurance services. The private company is based in El Dorado Hills, CA. | Finance |
| Citigroup Global Corporate & Investment Bank | |
| OC Private Capital LLC | |
Principal Diversified Select Real Asset Fund
Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA. | Miscellaneous |
- Stock Market
- Insiders
- Kamal Bhatia
