Principal Financial Group

Principal Financial Group Portfolio holdings

AUM $187B
1-Year Est. Return 18.55%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198B
AUM Growth
+$9.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,357
New
Increased
Reduced
Closed

Top Buys

1
+$526M
2
+$483M
3
+$389M
4
NVDA icon
NVIDIA
NVDA
+$316M
5
LYV icon
Live Nation Entertainment
LYV
+$279M

Top Sells

1
+$646M
2
+$445M
3
+$292M
4
MTN icon
Vail Resorts
MTN
+$244M
5
ANSS
Ansys
ANSS
+$200M

Sector Composition

1 Technology 21.13%
2 Financials 15.7%
3 Real Estate 11.65%
4 Consumer Discretionary 11.44%
5 Industrials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45B 0.73%
15,416,190
+1,821,229
27
$1.44B 0.73%
2,534,117
+14,710
28
$1.39B 0.7%
2,204,425
+192,637
29
$1.37B 0.69%
11,421,400
-260,560
30
$1.31B 0.66%
12,566,018
-603,441
31
$1.27B 0.64%
2,553,409
+54,221
32
$1.24B 0.62%
10,810,848
-375,731
33
$1.22B 0.62%
2,429,304
-32,504
34
$1.15B 0.58%
5,980,516
-98,820
35
$1.15B 0.58%
3,846,877
+388,864
36
$1.12B 0.57%
1,210,837
+8,259
37
$1.08B 0.54%
15,421,874
-379,260
38
$1.05B 0.53%
31,975,602
+2,933,287
39
$1.05B 0.53%
547,188
+9,496
40
$1.01B 0.51%
1,777,749
+109,287
41
$957M 0.48%
1,253,691
+11,954
42
$947M 0.48%
6,715,901
+406,146
43
$888M 0.45%
2,866,786
+593,483
44
$884M 0.45%
20,169,661
+2,604,480
45
$841M 0.42%
1,315,722
+187,967
46
$809M 0.41%
2,301,781
+110,794
47
$795M 0.4%
4,113,064
-118,740
48
$793M 0.4%
5,158,379
+113,456
49
$789M 0.4%
18,854,921
+106,765
50
$761M 0.38%
1,762,568
+30,647
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