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
$67.3B
AUM Growth
+$3.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,274
New
Increased
Reduced
Closed

Top Buys

1
+$438M
2
+$402M
3
+$251M
4
PYPL icon
PayPal
PYPL
+$128M
5
SYF icon
Synchrony
SYF
+$111M

Top Sells

1
+$433M
2
+$238M
3
+$202M
4
HES
Hess
HES
+$132M
5
ARG
Airgas Inc
ARG
+$108M

Sector Composition

1 Financials 16.75%
2 Real Estate 16.23%
3 Technology 11.79%
4 Healthcare 10.74%
5 Consumer Discretionary 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269M 0.4%
7,603,794
+667,331
52
$262M 0.39%
5,060,856
+25,518
53
$258M 0.38%
5,586,470
+186,006
54
$257M 0.38%
3,319,058
+56,267
55
$255M 0.38%
4,512,082
-1,060,123
56
$254M 0.38%
3,731,622
-735,170
57
$253M 0.38%
4,156,963
+323,686
58
$252M 0.37%
3,272,834
+647,163
59
$250M 0.37%
2,288,280
-400,621
60
$248M 0.37%
6,470,592
-112,711
61
$248M 0.37%
46,581,492
-5,666,105
62
$245M 0.36%
2,718,506
+200,048
63
$242M 0.36%
14,364,629
+367,629
64
$234M 0.35%
2,344,849
-1,649
65
$231M 0.34%
1,218,479
+7,252
66
$228M 0.34%
5,304,042
+100,511
67
$228M 0.34%
171,707
-4,268
68
$226M 0.34%
2,147,821
+49,241
69
$223M 0.33%
3,681,796
-31,196
70
$223M 0.33%
1,175,738
+46,748
71
$217M 0.32%
5,806,586
+32,486
72
$216M 0.32%
4,285,334
+70,456
73
$216M 0.32%
6,091,650
-1,569,420
74
$215M 0.32%
4,765,927
+90,294
75
$211M 0.31%
2,177,461
+29,582
1 2
3
4 5