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Principal
One season of the Principal record. The family page shows the latest season.
- Vote records reported
- 103,728year to 30 June 2025
- Against management
- 6.7%6,839 of 102,455 marked votes
- Say-on-pay support
- 90.6%for, of for + against + abstain
- Shareholder-proposal support
- 28.3%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
For the year to 30 June 2025, Principal reported 103,728 vote records on Form N-PX. 6,839 of the 102,455 votes that were marked for or against management went against management: 6.7%, close to the median of the fund families tracked here (7.6%).
Weighted by the number of shares voted, the against-management share is 6.4%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 90.6% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 88.8%) and it voted for 28.3% of the proposals put forward by security holders (the median of the fund families tracked here: 29.5%).
By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (21.1% of 337), COMPENSATION (12.4% of 6,429) and OTHER SOCIAL ISSUES (11.7% of 1,185).
It reported 20.8 million shares out on loan at record dates, 0.06% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 60 families with at least 25 vote records in the season.
| year to 30 June 2025 | This family | Median family | All filers pooled |
|---|---|---|---|
| Against-management share | 6.7% | 7.6% | 9.7% |
| Say-on-pay support rate | 90.6% | 88.8% | 84.3% |
| Shareholder-proposal support rate | 28.3% | 29.5% | 33.0% |
| Shares on loan, share of shares held | 0.06% | 0.85% | 2.20% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 61,778 | 57,577 | 2,113 | 6.2% | |
| SECTION 14A SAY-ON-PAY VOTES | 9,142 | 7,700 | 790 | 9.5% | |
| AUDIT-RELATED | 7,924 | 7,853 | 51 | 0.5% | |
| INVESTMENT COMPANY MATTERS | 31 | 31 | 0 | 0.0% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 388 | 321 | 51 | 21.1% | |
| EXTRAORDINARY TRANSACTIONS | 526 | 480 | 44 | 7.0% | |
| CAPITAL STRUCTURE | 5,799 | 5,415 | 361 | 6.1% | |
| COMPENSATION | 6,499 | 5,538 | 913 | 12.4% | |
| CORPORATE GOVERNANCE | 10,103 | 8,944 | 1,032 | 7.3% | |
| ENVIRONMENT OR CLIMATE | 1,014 | 189 | 824 | 6.8% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 332 | 114 | 216 | 8.1% | |
| DIVERSITY, EQUITY, AND INCLUSION | 623 | 139 | 483 | 8.2% | |
| OTHER SOCIAL ISSUES | 1,186 | 401 | 785 | 11.7% | |
| OTHER | 340 | 242 | 84 | 3.8% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 173,526 | 9.2% | 88.8% | 44.0% | |
| year to 30 June 2025 | 103,728 | 6.7% | 90.6% | 28.3% | |
| year to 30 June 2026 | 142,856 | 8.0% | 90.4% | 28.0% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Principal voted against management on 299 of the 2,570 it marked either way (11.6%) in the year to 30 June 2025. The 40 companies with the most reporting filers are listed.
A further 3 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.
- Amazon.com, Inc. 21 May 2025
- Bank of America Corporation 22 Apr 2025
- Oracle Corporation 14 Nov 2024
- Pfizer Inc. 24 Apr 2025
- GE Aerospace 6 May 2025
- S&P Global Inc. 7 May 2025
- The Goldman Sachs Group, Inc. 23 Apr 2025
- Intel Corporation 6 May 2025
- BlackRock, Inc. 15 May 2025
- CVS Health Corporation 15 May 2025
- Palo Alto Networks, Inc. 10 Dec 2024
- WARNER BROS. DISCOVERY, INC. 2 Jun 2025
- Chipotle Mexican Grill, Inc. 11 Jun 2025
- Arista Networks, Inc. 30 May 2025
- Air Products and Chemicals, Inc. 23 Jan 2025
- Otis Worldwide Corporation 15 May 2025
- Valero Energy Corporation 6 May 2025
- VIATRIS INC. 6 Dec 2024
- Truist Financial Corporation 29 Apr 2025
- L3Harris Technologies, Inc. 18 Apr 2025
- Simon Property Group, Inc. 14 May 2025
- Airbnb, Inc. 4 Jun 2025
- The Hershey Company 6 May 2025
- American International Group, Inc. 14 May 2025
- DEVON ENERGY CORPORATION 4 Jun 2025
- The Estee Lauder Companies Inc. 8 Nov 2024
- Workday, Inc. 4 Jun 2025
- Biogen Inc. 17 Jun 2025
- Eversource Energy 1 May 2025
- Conagra Brands, Inc. 18 Sep 2024
- Kellanova 1 Nov 2024
- Coinbase Global, Inc. 18 Jun 2025
- Marathon Oil Corporation 29 Aug 2024
- Citizens Financial Group, Inc. 24 Apr 2025
- Moderna, Inc. 30 Apr 2025
- SHOPIFY INC. 17 Jun 2025
- DocuSign, Inc. 29 May 2025
- KeyCorp 15 May 2025
- Albemarle Corporation 6 May 2025
- The Interpublic Group of Companies, Inc. 18 Mar 2025
Shareholder proposals it supported
Of 800 proposals from security holders that could be told apart in the filings and on which it cast a vote, Principal voted for 226 (28.2%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| Microsoft Corporation | 10 Dec 2024 | Report on Data Operations in Human Rights Hotspots |
| Microsoft Corporation | 10 Dec 2024 | Report on AI Data Sourcing Accountability |
| Meta Platforms, Inc. | 28 May 2025 | A shareholder proposal regarding disclosure of voting results based on class of shares. |
| Meta Platforms, Inc. | 28 May 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. |
| Meta Platforms, Inc. | 28 May 2025 | A shareholder proposal regarding report on Al data usage oversight. |
| Meta Platforms, Inc. | 28 May 2025 | A shareholder proposal regarding report on data collection and advertising practices. |
| The Procter & Gamble Company | 8 Oct 2024 | Shareholder Proposal - Pay Gap Reporting |
| Comcast Corporation | 18 Jun 2025 | Adopt policy for an independent chair |
| Texas Instruments Incorporated | 17 Apr 2025 | Stockholder proposal to permit a combined 10% of stockholders to call a special meeting. |
| NIKE, Inc. | 10 Sep 2024 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure |
| NIKE, Inc. | 10 Sep 2024 | To consider a shareholder proposal regarding Environmental Targets |
| Citigroup Inc. | 29 Apr 2025 | Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes. |
| Intel Corporation | 6 May 2025 | Stockholder proposal requesting shareholder right to act by written consent |
| The Charles Schwab Corporation | 22 May 2025 | Stockholder proposal requesting declassification of the board of directors |
| Deere & Company | 26 Feb 2025 | Shareholder proposal on a civil rights audit |
| Deere & Company | 26 Feb 2025 | S/h proposal - create a non-discriminatory sexual orientation policy" |
| DUKE ENERGY CORPORATION | 1 May 2025 | Shareholder proposal regarding support simple majority vote |
| LOCKHEED MARTIN CORPORATION | 9 May 2025 | Stockholder Proposal Requesting Shareholder Approval Requirement for Excessive Golden Parachutes |
| United Parcel Service, Inc. | 8 May 2025 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. |
| PayPal Holdings, Inc. | 5 Jun 2025 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. |
| CVS Health Corporation | 15 May 2025 | Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent. |
| Boston Scientific Corporation | 1 May 2025 | Stockholder proposal titled "Support Simple Majority Vote." |
| FedEx Corporation | 23 Sep 2024 | Stockholder proposal regarding a Just Transition report. |
| Elevance Health, Inc. | 14 May 2025 | Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts. |
| Phillips 66 | 21 May 2025 | Shareholder proposal: SHAREHOLDER RIGHTS AND DEFENSES |
| Prologis, Inc. | 8 May 2025 | Vote on a stockholder proposal titled "Support a Reasonable Shareholder Ability to Call for a Special... |
| Autodesk, Inc. | 16 Jul 2024 | To consider and vote upon a stockholder proposal, if properly presented at the Annual Meeting, to enable... |
| The Travelers Companies, Inc. | 21 May 2025 | Shareholder proposal relating to ratification of golden parachutes, if presented at the Annual Meeting of... |
| Illinois Tool Works Inc. | 2 May 2025 | A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of... |
| Air Products and Chemicals, Inc. | 23 Jan 2025 | The Mantle Ridge Parties' proposal to repeal any provision of, or amendment to, the Bylaws that the Board... |
| Otis Worldwide Corporation | 15 May 2025 | Shareholder proposal regarding reporting on political contributions and expenditures |
| General Mills, Inc. | 24 Sep 2024 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. |
| General Mills, Inc. | 24 Sep 2024 | Shareholder Proposal - Plastic Packaging. |
| Capital One Financial Corporation | 8 May 2025 | Stockholder proposal to require a shareholder vote on golden parachute arrangements. |
| Sysco Corporation | 15 Nov 2024 | To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring... |
| Marathon Petroleum Corporation | 30 Apr 2025 | Shareholder proposal to support a simple majority vote. |
| Equinix, Inc. | 21 May 2025 | Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related... |
| Synopsys, Inc. | 10 Apr 2025 | To vote on a stockholder proposal regarding shareholder ratification of golden parachutes |
| Prudential Financial, Inc. | 13 May 2025 | Shareholder proposal regarding an Independent Board Chairman. |
| Constellation Brands, Inc. | 17 Jul 2024 | Stockholder proposal on managing supply chain water risk. |
Shares on loan
Principal reported 20.8 million shares on loan at record dates against 36.40 billion shares voted: 0.06% of the two together. Median family: 0.85%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
Questions
How did Principal vote on executive pay?
In the year to 30 June 2025 Principal reported 8,495 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 7,700 were for (90.6%), 790 against and 5 abstentions. Counting one item per company meeting, it voted against management on 299 of the 2,570 say-on-pay items it marked either way. A further 3 say-on-pay items were reported without a management mark and are not counted in that figure.
How often does Principal vote against management?
6.7% of the time in the year to 30 June 2025: 6,839 of the 102,455 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Did Principal support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 893 votes on proposals from security holders in the year to 30 June 2025 and voted for 69 of them (7.7%). Across every category it voted for 28.3% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of the registrants and managers grouped under this family on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.
Back to the Principal family page · All filers in the year to 30 June 2025
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings of the filers grouped under Principal, read as filed and not verified by the SEC. Filings read through 23 Sep 2026; page built 26 Sep 2026.