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
$64.4B
AUM Growth
+$5.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,313
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$170M
3
+$169M
4
PPL icon
PPL Corp
PPL
+$124M
5
GD icon
General Dynamics
GD
+$101M

Top Sells

1
+$170M
2
+$140M
3
+$113M
4
ABBV icon
AbbVie
ABBV
+$107M
5
TT icon
Trane Technologies
TT
+$95.5M

Sector Composition

1 Financials 15.98%
2 Real Estate 14.38%
3 Technology 11.9%
4 Healthcare 10.83%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202M 0.31%
3,733,179
-755,615
77
$201M 0.31%
3,594,481
+18,710
78
$201M 0.31%
2,911,820
+382,352
79
$200M 0.31%
3,688,112
+185,046
80
$197M 0.31%
2,931,774
-294,567
81
$194M 0.3%
3,407,104
+62,901
82
$194M 0.3%
2,698,995
+146,173
83
$192M 0.3%
1,249,151
-76,180
84
$190M 0.29%
2,015,071
+31,060
85
$189M 0.29%
2,881,936
+108,396
86
$188M 0.29%
10,302,797
+2,893,331
87
$185M 0.29%
6,650,509
+400,587
88
$183M 0.28%
3,130,331
+35,811
89
$182M 0.28%
1,338,561
+22,324
90
$181M 0.28%
8,006,562
+171,708
91
$177M 0.27%
3,069,256
-87,288
92
$176M 0.27%
4,154,389
+103,149
93
$175M 0.27%
3,373,301
-194,898
94
$175M 0.27%
1,971,758
+846,764
95
$174M 0.27%
1,642,513
-178,560
96
$174M 0.27%
3,805,647
+266,418
97
$172M 0.27%
1,110,024
+21,022
98
$172M 0.27%
5,084,193
+3,650,925
99
$172M 0.27%
1,366,071
+103,969
100
$171M 0.27%
12,314,560
+740,663
2 3
4
5 6