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
$142B
AUM Growth
+$7.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,536
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$170M
3
+$159M
4
SBAC icon
SBA Communications
SBAC
+$110M
5
EXPD icon
Expeditors International
EXPD
+$101M

Top Sells

1
+$286M
2
+$248M
3
+$232M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$191M
5
MSFT icon
Microsoft
MSFT
+$190M

Sector Composition

1 Technology 18.27%
2 Financials 15.26%
3 Real Estate 14.94%
4 Consumer Discretionary 12.64%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$611M 0.43%
3,076,269
+52,942
52
$574M 0.4%
11,010,830
-25,770
53
$558M 0.39%
3,347,304
-236,792
54
$547M 0.38%
1,117,224
-20,560
55
$546M 0.38%
1,607,434
-45,883
56
$535M 0.38%
1,832,665
-11,411
57
$521M 0.37%
7,087,693
-394,469
58
$521M 0.37%
2,852,547
-402,014
59
$520M 0.37%
13,449,909
-1,037,089
60
$520M 0.37%
1,398,182
-82,129
61
$502M 0.35%
9,521,607
-79,998
62
$500M 0.35%
14,929,356
-1,507,168
63
$497M 0.35%
1,627,471
-90,785
64
$486M 0.34%
1,299,478
-619,496
65
$485M 0.34%
642,878
-10,760
66
$484M 0.34%
5,002,168
-37,562
67
$484M 0.34%
8,942,076
-299,761
68
$480M 0.34%
3,620,656
+117,726
69
$478M 0.34%
1,126,651
+375,633
70
$477M 0.34%
13,423,238
+642,212
71
$476M 0.34%
3,516,453
-268,497
72
$474M 0.33%
4,523,563
+30,987
73
$473M 0.33%
3,561,555
-131,813
74
$467M 0.33%
2,342,880
-68,367
75
$467M 0.33%
2,529,742
-182,162
1 2
3
4 5