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
$53.6B
AUM Growth
+$5.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,383
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$98.6M
3
+$98.1M
4
ABEV icon
Ambev
ABEV
+$96.2M
5
MPC icon
Marathon Petroleum
MPC
+$84.6M

Top Sells

1
+$134M
2
+$111M
3
+$97M
4
APC
Anadarko Petroleum
APC
+$89.6M
5
WHR icon
Whirlpool
WHR
+$80.5M

Sector Composition

1 Financials 16.92%
2 Technology 11.34%
3 Consumer Discretionary 10.7%
4 Real Estate 10.55%
5 Industrials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$155M 0.29%
1,154,167
+31,053
77
$154M 0.29%
5,948,356
+171,050
78
$154M 0.29%
33,658,528
+1,631,080
79
$153M 0.29%
2,063,206
-19,898
80
$149M 0.28%
2,673,860
-28,924
81
$148M 0.28%
2,066,163
+113,444
82
$147M 0.28%
3,640,457
+116,885
83
$146M 0.27%
6,933,173
-869,214
84
$146M 0.27%
1,352,598
-4,150
85
$145M 0.27%
3,787,164
-3,006
86
$144M 0.27%
1,284,908
+28,968
87
$143M 0.27%
1,591,671
+2,359
88
$143M 0.27%
1,784,664
-250,717
89
$143M 0.27%
1,870,487
-24,682
90
$143M 0.27%
2,181,645
+766,399
91
$142M 0.27%
1,223,757
-67,598
92
$138M 0.26%
2,652,701
+47,412
93
$137M 0.26%
7,406,792
+413,870
94
$135M 0.25%
2,848,428
+115,516
95
$134M 0.25%
1,956,349
+72,555
96
$132M 0.25%
1,117,091
+66,156
97
$131M 0.24%
5,726,436
-40,206
98
$131M 0.24%
1,439,971
+1,081,068
99
$130M 0.24%
11,627,389
+874,008
100
$129M 0.24%
2,490,918
+114,311
2 3
4
5 6