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
$48.4B
AUM Growth
+$3.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,356
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$101M
3
+$78.9M
4
GE icon
GE Aerospace
GE
+$75.8M
5
BA icon
Boeing
BA
+$72.6M

Top Sells

1
+$118M
2
+$80M
3
+$78M
4
NBL
Noble Energy, Inc.
NBL
+$77.1M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$76.7M

Sector Composition

1 Financials 16.46%
2 Technology 11.1%
3 Real Estate 10.76%
4 Consumer Discretionary 10.38%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$176M 0.36%
3,772,316
-477,694
52
$171M 0.35%
6,993,630
+512,614
53
$169M 0.35%
2,405,695
+137,828
54
$169M 0.35%
1,439,861
+617,673
55
$168M 0.35%
3,328,760
+186,005
56
$164M 0.34%
11,875,349
-236,674
57
$164M 0.34%
2,157,479
+45,233
58
$161M 0.33%
381,709
+41,433
59
$161M 0.33%
3,534,175
-209,602
60
$160M 0.33%
1,717,518
+432,394
61
$159M 0.33%
3,416,354
+161,878
62
$158M 0.33%
7,851,800
+374,040
63
$157M 0.32%
9,781,188
+684,950
64
$155M 0.32%
1,798,739
+12,124
65
$154M 0.32%
1,935,970
+81,450
66
$154M 0.32%
2,315,772
+101,597
67
$154M 0.32%
8,690,040
-151,408
68
$152M 0.31%
2,471,638
-670,604
69
$151M 0.31%
942,678
+505
70
$151M 0.31%
4,546,631
-129,508
71
$149M 0.31%
7,053,782
-401,530
72
$149M 0.31%
2,035,381
+220,143
73
$149M 0.31%
2,638,747
+185,709
74
$146M 0.3%
2,369,295
+850,889
75
$145M 0.3%
1,291,355
+46,351
1 2
3
4 5