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
51
$295M 0.39%
3,632,744
+122,703
52
$295M 0.39%
3,828,623
+164,653
53
$293M 0.39%
6,583,247
+272,224
54
$289M 0.38%
12,011,427
+1,475,196
55
$286M 0.38%
1,281,191
-207,614
56
$284M 0.37%
2,501,547
+72,566
57
$283M 0.37%
3,420,142
+33,372
58
$279M 0.37%
13,509,261
+921,831
59
$277M 0.36%
3,871,877
-76,374
60
$277M 0.36%
2,542,121
+381,614
61
$274M 0.36%
8,808,214
-1,272
62
$273M 0.36%
2,809,167
-88,751
63
$272M 0.36%
1,212,144
+16,780
64
$270M 0.36%
4,997,535
+337,530
65
$270M 0.35%
17,225,940
+773,404
66
$262M 0.34%
4,074,388
-2,060,969
67
$261M 0.34%
3,301,529
+151,455
68
$261M 0.34%
42,684,244
+4,494,083
69
$259M 0.34%
2,746,851
+41,678
70
$258M 0.34%
3,291,655
+76,331
71
$251M 0.33%
6,106,495
-106,545
72
$250M 0.33%
7,545,750
-19,132
73
$245M 0.32%
1,224,346
+34,837
74
$243M 0.32%
1,891,156
+53,786
75
$237M 0.31%
2,183,062
+78,732
1 2
3
4 5