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
$83.1B
AUM Growth
+$4.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$162M
3
+$148M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$111M
5
INVH icon
Invitation Homes
INVH
+$89.3M

Top Sells

1
+$438M
2
+$208M
3
+$82.7M
4
SLG icon
SL Green Realty
SLG
+$62M
5
CVS icon
CVS Health
CVS
+$59.7M

Sector Composition

1 Financials 17.51%
2 Real Estate 15.76%
3 Technology 12.09%
4 Consumer Discretionary 10.35%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247M 0.3%
3,318,136
-390,102
77
$247M 0.3%
5,818,127
+270,856
78
$245M 0.29%
2,368,819
-600,341
79
$244M 0.29%
3,381,723
+81,047
80
$243M 0.29%
2,140,298
+19,088
81
$243M 0.29%
2,157,726
+8,334
82
$241M 0.29%
2,079,183
-6,654
83
$238M 0.29%
1,432,471
+22,685
84
$238M 0.29%
10,282,887
+60,212
85
$238M 0.29%
1,539,281
-8,222
86
$238M 0.29%
9,948,918
+899,281
87
$237M 0.28%
2,288,856
+147,210
88
$236M 0.28%
3,947,001
-208,881
89
$236M 0.28%
2,936,524
+104,001
90
$234M 0.28%
2,173,601
+37,196
91
$231M 0.28%
3,131,467
+349,384
92
$230M 0.28%
3,529,819
+145,904
93
$222M 0.27%
28,731,936
-569,512
94
$217M 0.26%
2,512,191
+1,432
95
$216M 0.26%
13,074,280
+530,606
96
$210M 0.25%
2,939,679
+30,577
97
$205M 0.25%
1,599,946
-96,656
98
$205M 0.25%
2,608,668
-760,280
99
$199M 0.24%
1,598,993
+200,789
100
$198M 0.24%
2,454,361
-5,735
2 3
4
5 6