Principal Financial Group

Principal Financial Group Portfolio holdings

AUM $198B
1-Year Est. Return 19.51%
 

Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.

This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$84.9M
3
+$82.2M
4
DRE
Duke Realty Corp.
DRE
+$77.3M
5
DHC
Diversified Healthcare Trust
DHC
+$71.4M

Top Sells

1
+$133M
2
+$105M
3
+$96.5M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$90.2M
5
GT icon
Goodyear
GT
+$79.2M

Sector Composition

1 Real Estate 16.8%
2 Financials 16.34%
3 Technology 11.85%
4 Consumer Discretionary 10.03%
5 Healthcare 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$450M 0.59%
8,437,182
+462,424
27
$439M 0.58%
23,503,650
+493,560
28
$432M 0.57%
10,735,780
+66,900
29
$417M 0.55%
3,059,122
+163,916
30
$413M 0.54%
3,265,728
+67,458
31
$403M 0.53%
6,262,968
+159,131
32
$402M 0.53%
9,082,985
-663,392
33
$402M 0.53%
14,702,394
+2,828,373
34
$401M 0.53%
2,823,521
-235,527
35
$396M 0.52%
10,489,640
+274,723
36
$390M 0.51%
4,940,105
+144,982
37
$387M 0.51%
4,312,039
+72,700
38
$367M 0.48%
2,639,270
+392,244
39
$348M 0.46%
13,564,889
+895,796
40
$347M 0.46%
1,901,726
+47,862
41
$327M 0.43%
4,516,179
+94,827
42
$325M 0.43%
11,786,565
+213,282
43
$322M 0.42%
9,750,303
+1,211,750
44
$322M 0.42%
5,399,071
+473,251
45
$320M 0.42%
3,055,313
+166,090
46
$316M 0.42%
6,077,335
-13,009
47
$310M 0.41%
403,980
+9,433
48
$301M 0.4%
1,807,278
+39,830
49
$301M 0.4%
2,927,986
-333,410
50
$295M 0.39%
10,559,945
+947,924
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