Wink Intel

FEBRUARY 20, 2024

About Bank of America Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

Intellectual Property 40

Intellectual Property Banking IT Retail 40

Alpha Sense BI

DECEMBER 1, 2022

Global Private Equity Trends. compared to the entire deals of 2021, according to S&P Global Market Intelligence. . The growing interest in the utilities sector in Africa is in line with the greater interest in renewables and clean technology following the current global focus on ESG -conscious investing. .

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

Wink Intel

NOVEMBER 8, 2021

Global Wealth and Asset Management (“Global WAM”) net inflows 1 of $9.8 “Despite the challenging environment, Asia generated double-digit NBV growth and Global WAM was supported by strong net inflows of $9.8 Global Wealth and Asset Management net flows ($ billions) (1). $. Core ROE 1 of 12.0%

Globalization 40

Globalization Business Management Intellectual Property 40

Wink Intel

MAY 30, 2022

Principal Financial Group ® (Nasdaq: PFG) is a global financial company with 18,500 employees 1 passionate about improving the wealth and well-being of people and businesses. Use of Non-GAAP financial measures. About Principal Financial Group ®.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

NOVEMBER 22, 2022

Dimensional Fund Advisors, a leading global asset management firm, applies a scientific rigor to investment solutions by drawing upon decades of academic and empirical research from some of the world’s foremost economists, including Nobel laureate Robert Merton. “We May Lose Value • No Bank or Credit Union Guarantee.

Intellectual Property 40

Intellectual Property Loss Research Banking 40

Wink Intel

MARCH 2, 2021

Principal Global Investors. s IRT business; loss of key vendor relationships or failure of a vendor to protect information of our customers or employees; the company’s enterprise risk management framework may not be fully effective in identifying or mitigating all of the risks to which the company is exposed; and global climate change.

Intellectual Property 40

Intellectual Property Loss Capital Banking 40

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 Global WAM average AUMA 5 increased by 20% in 2021. . billion in 2021 driven by our insurance businesses delivering double-digit growth in APE sales and NBV and Global WAM delivering strong net inflows of $27.9 APE sales 5 of $6.1

Globalization 40

Globalization Sales Loss Management 40

Wink Intel

MARCH 8, 2022

and emerging markets, global asset management, and U.S. Principal Global Investors. Slides with additional details of the 2022 outlook are available at principal.com/investor. The leaders will speak to total company and individual business unit outlooks, highlighting how its growth drivers of retirement in the U.S. RIS-Spread.

Loss 40

Loss Capital Intellectual Property Banking 40

Wink Intel

MARCH 7, 2023

Key takeaways and total company guidance Updated reporting segments to better align with the Company’s go-forward business model: Reporting Retirement and Income Solutions (RIS) in total Combining Principal Global Investors and Principal International into a new segment, Principal Asset Management Updating the name of the U.S.

Loss 40

Loss Intellectual Property Capital Globalization 40

Wink Intel

JANUARY 31, 2022

and select emerging markets, global asset management, and U.S. Principal Financial Group® (Nasdaq: PFG) is a global financial company with 18,600 employees 2 passionate about improving the wealth and well-being of people and businesses. benefits and protection. Use of Non-GAAP financial measures. About Principal Financial Group ®.

Capital 40

Capital Intellectual Property Retail Loss 40

Wink Intel

AUGUST 9, 2022

Throughout the quarter, uncertainty over central banks tightening caused volatility in equity, interest rate, and foreign currency markets, which negatively impacted our results,” said Dan Houston, chairman, president, and CEO of Principal ®. Principal Global Investors (PGI) managed net cash flow of $1.4 billion year to date.

Loss 40

Loss Capital Intellectual Property Banking 40

Wink Intel

MAY 3, 2021

We delivered strong first quarter results as we continued to provide for the needs of our 34 million customers globally and build momentum for the future,” said Dan Houston, chairman, president, and chief executive officer of Principal ®. Principal Global Investors (PGI) had record PGI managed AUM of $507.7 Quarter. .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 2, 2022

Principal Global Investors (PGI) net cash flow of $3.2 Principal Global Investors. (in Principal International reported total AUM of $163.5 Reported AUM does not include $193.1 billion of AUM in China. Specialty Benefits premium and fees 2 increased 10% from record sales, strong retention and employment growth. Quarter. . 1Q21. . %.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 3, 2021

Second quarter results were led by strong performance in our global asset management business, the successful integration of the retirement business from the Institutional Retirement and Trust acquisition, and encouraging fundamentals in many of our businesses as COVID-19 impacts continue to lessen.”. Principal Global Investors. (in

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 2, 2021

We see momentum as we head into 2021 including the final migrations of our Institutional Retirement and Trust (IRT) customers to Principal, the resiliency and recovery of our small to medium-sized businesses, and the growing strength of our global asset management enterprise.“. Principal Global Investors. (in billion, including $0.9

Loss 40

Loss Capital Intellectual Property Sales 40

Wink Intel

JANUARY 30, 2023

billion of pension risk transfer sales Principal Global Investors (PGI) managed net cash flow of $4.4 Principal Global Investors (in millions except percentages or otherwise noted) Quarter Trailing Twelve Months 4Q22 4Q21 % Change 4Q22 4Q21 % Change Pre-tax operating earnings $138.6 billion, including $1.9 16)% Net revenue $143.0

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 8, 2022

Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 Principal Global Investors. (in RIS – Spread sales of $2.4 billion, including $0.9 billion of guaranteed investment contract (GIC) and medium-term note (MTN) issuances and $0.8 billion of pension risk transfer sales. billion and record PGI sourced AUM of $275.9

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 1, 2023

“ “Despite pressured net cash flow in the quarter, we have momentum going into the remainder of 2023, particularly within global asset management. billion of pension risk transfer sales Principal Global Investors (PGI) managed AUM of $485.8 billion, including $0.6 million to repurchase 1.4 14)% Net revenue 7 $639.9 2)% $2,522.3

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

OCTOBER 31, 2022

While we’re diligently managing expenses with pressured revenues, we’re continuing to invest for the long-term in our growth drivers of retirement, global asset management, and benefits and protection.”. Principal Global Investors (PGI) managed net cash flow of $2.3 Principal Global Investors. (in Principal Global Investors. .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 13, 2024

billion of pension risk transfer sales; full year operating margin 4 of 39%; fourth quarter recurring deposits increased 12% from fourth quarter 2022 Principal Global Investors (PGI) managed AUM of $499.5 Full year and fourth quarter highlights Retirement and Income Solutions (RIS) full year sales increased 9% over 2022, including $2.9

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 8, 2023

and other factors discussed in “Management’s Discussion and Analysis of Financial Conditions and Results of Operations” and “Risk Factors” in our Registration Statement on Form S-1 filed on June 5, 2023 with the U.S.

Loss 40

Loss Capital Security Security 40

Wink Intel

NOVEMBER 6, 2023

and other factors discussed in “Management’s Discussion and Analysis of Financial Conditions and Results of Operations” and “Risk Factors” in our Registration Statement on Form S-1 filed on June 5, 2023 with the U.S.

Loss 40

Loss Security Security Capital 40

Wink Intel

FEBRUARY 8, 2022

point decrease in the underlying loss and loss adjustment expense ratio primarily due to lower loss ratios in Global Specialty, workers’ compensation, and non-catastrophe property, primarily in Middle and Large Commercial, partially offset by large losses in programs and excess lines. points, including: A 0.6 improved by 4.5

Loss 40

Loss Capital Security Security 40

CIO

FEBRUARY 24, 2025

These include the automotive; banking and finance; energy; government; healthcare; insurance; manufacturing; retail; technology, media and telecommunications; travel and transportation; and chemical, oil and gas. This applies to all of the industries Kyndryl serves.

Intellectual Property 311

Intellectual Property Management Travel Innovation 311

CIO

FEBRUARY 18, 2025

Artificial intelligence (AI) tools have emerged to help, but many businesses fear they will expose their intellectual property, hallucinate errors or fail on large codebases because of their prompt limits. Banks see faster migrations Enterprises in the financial services industry are already reaping the benefits.

Intellectual Property 195

Intellectual Property Banking Security Security 195

TBR

MARCH 28, 2025

Three key areas stood out: Client example s: Amplifying value through innovation has helped Infosys capture and deliver services for global clients across manufacturing, retail and consumer packaged goods (CPG), among other verticals, while also positioning the company to test new commercial models.

Alliance 100

Alliance Intellectual Property Benchmarking Globalization 100

Alpha Sense BI

DECEMBER 5, 2024

Company Documents A key source of CI, company documents include SEC and global filings, earnings transcripts, company presentations, press releases, event transcripts and more. Global filings These report the same information as SEC filings, but they are filed by companies outside the US to their respective international stock exchanges.

Competitive Intelligence 52

Competitive Intelligence Competitive Intelligence Intelligence 52

Alpha Sense BI

DECEMBER 5, 2024

Company Documents A key source of CI, company documents include SEC and global filings, earnings transcripts, company presentations, press releases, event transcripts and more. Global filings These report the same information as SEC filings, but they are filed by companies outside the US to their respective international stock exchanges.

Competitive Intelligence 52

Competitive Intelligence Competitive Intelligence Intelligence 52