Promotions and News
Beware of Scam Calls
Sustainability Related Documents
Updates of Principal Prosperity Series
Principal Hong Kong Company Profile & Industry Recognition
Tax Deductible Voluntary Contributions
Tax Deductible Voluntary Contributions(TVC) is a new type of contributions under the MPF system. Members…
We personalise for your real life
We protect your future
We plan for your retirement dream
We grow your present investment
We plan for your financial future
We help you protect and save enough
We help you live your best life
We personalise for your real life
We protect your future
We plan for your retirement dream
We grow your present investment
We plan for your financial future
We help you protect and save enough
We help you live your best life
Why Principal Financial Group?
140+
years of experience in financial services
US$741
billion assets under management (Sep 2024)
68
million customers worldwide (Sep2024)
236
ranking in FORTUNE 500® in 2024
One-of-a-kind asset management
We have a roster of experienced global expertise
Building and managing your portfolio can be daunting; especially without the know-how. Let our professional portfolio managers ease your apprehensions by aiding you to achieve your goals. Building wealth or generating stable income; they have the expertise. Principal Global Investors leads global asset management at Principal, and is ranked 23rd* in the globe.
* Managers ranked by total worldwide assets as of 31 December 2021. “Largest Money Managers,” PENSIONS & INVESTMENTS (December 2021).
Learn More
Our Expertise
With Principal, you can choose from a series of featured services to best fit your needs.
MPF Schemes
ORSO Schemes
Mutual Funds
You’ve got backup
We can guide you each step of the way.
We know choosing the right retirement plan isn’t anyone’s favourite thing to do. Let us know your goals and we will help you plan it, so you can get back to the stuff that really matters.
Pick your status on the right for examples
30s
Meet Magrette
She’s 32, a team lead, single, and earns HKD$30,000 a month. Heard saving for retirement now is beneficial, but unsure which funds to select and how much to put aside.
Tip to Prioritise #1
Utilise the moment of light financial burdens and a long investment horizon. Plan ahead and start saving for retirement
Tip to Prioritise #2
Gain financial literacy - Learn what’s best and plan accordingly to get results
40s & 50s
Meet Robert
He’s 45, a teacher, married with 2 kids and earns over HKD$40,000 a month. Retirement is approaching and wants to get closer to the retirement goals. Looking to accelerate retirement savings.
Tip to Prioritise #1
Control and consider spending amounts, and increase the investment budget
Tip to Prioritise #2
Review MPF portfolio, adjust risk tolerance levels and consider new investment /saving streams
60+
Meet Mary
She’s 60, a senior executive, independent kids. Retirement is looming and she needs to ensure her retirement goals have been met or doing better than forecast.
Tip to Prioritise #1
Budget spending must be controlled and adjusted