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
$67.1B
AUM Growth
+$2.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,263
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$175M
3
+$120M
4
CSCO icon
Cisco
CSCO
+$114M
5
AMT icon
American Tower
AMT
+$114M

Top Sells

1
+$127M
2
+$96.7M
3
+$96.2M
4
TCO
Taubman Centers Inc.
TCO
+$91M
5
JLL icon
Jones Lang LaSalle
JLL
+$89.5M

Sector Composition

1 Financials 15.86%
2 Real Estate 15.38%
3 Technology 11.87%
4 Healthcare 11.21%
5 Consumer Discretionary 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209M 0.31%
5,149,389
+120,851
77
$205M 0.31%
1,194,015
+452,064
78
$205M 0.31%
1,091,339
-71,708
79
$205M 0.3%
1,222,563
+7,301
80
$205M 0.3%
13,290,010
-6,247,894
81
$202M 0.3%
3,084,433
+202,497
82
$198M 0.3%
5,173,960
-1,447,760
83
$197M 0.29%
3,831,849
+143,737
84
$196M 0.29%
1,277,453
+28,302
85
$195M 0.29%
10,505,980
+842,600
86
$194M 0.29%
4,174,193
+368,546
87
$194M 0.29%
1,657,437
+418,320
88
$194M 0.29%
4,612,473
+497,705
89
$190M 0.28%
2,581,631
-1,137,630
90
$190M 0.28%
1,231,701
+67,217
91
$190M 0.28%
2,307,401
+335,643
92
$189M 0.28%
1,351,240
+12,679
93
$189M 0.28%
6,980,502
+133,263
94
$189M 0.28%
2,829,891
-101,883
95
$188M 0.28%
7,790,611
+666,086
96
$188M 0.28%
1,813,478
+27,916
97
$187M 0.28%
1,271,330
+88,247
98
$187M 0.28%
7,644,138
-362,424
99
$183M 0.27%
1,592,962
-49,551
100
$183M 0.27%
4,725,851
+480,040
2 3
4
5 6