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
$58.9B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,295
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$104M
3
+$103M
4
BAC icon
Bank of America
BAC
+$103M
5
TSN icon
Tyson Foods
TSN
+$90.6M

Top Sells

1
+$196M
2
+$131M
3
+$130M
4
WMT icon
Walmart
WMT
+$71.1M
5
WMB icon
Williams Companies
WMB
+$71.1M

Sector Composition

1 Financials 15.74%
2 Real Estate 12.9%
3 Technology 11.93%
4 Healthcare 10.85%
5 Industrials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$182M 0.31%
3,503,066
-608,930
77
$181M 0.31%
2,621,884
+472,236
78
$178M 0.3%
1,268,631
-51,255
79
$177M 0.3%
2,404,766
+175,580
80
$177M 0.3%
2,891,051
+57,178
81
$177M 0.3%
1,984,011
-3,631
82
$174M 0.29%
1,346,577
+89,796
83
$172M 0.29%
1,965,688
-44,946
84
$170M 0.29%
5,718,935
-22,773
85
$169M 0.29%
10,502,458
+280,738
86
$168M 0.28%
3,597,384
+47,320
87
$168M 0.28%
6,447,644
+45,910
88
$167M 0.28%
1,170,668
+29,165
89
$167M 0.28%
2,591,099
+15,688
90
$166M 0.28%
1,634,265
+22,413
91
$161M 0.27%
1,458,830
+104,395
92
$161M 0.27%
3,156,544
-64,895
93
$161M 0.27%
4,156,796
+687,446
94
$160M 0.27%
3,490,324
-294,471
95
$158M 0.27%
7,421,497
+204,450
96
$158M 0.27%
3,094,520
+89,380
97
$157M 0.27%
2,104,193
+13,563
98
$157M 0.27%
6,249,922
+95,119
99
$157M 0.27%
2,552,822
+102,382
100
$156M 0.26%
1,473,483
-13,682
2 3
4
5 6