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
$107B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,299
New
Increased
Reduced
Closed

Top Buys

1
+$205M
2
+$179M
3
+$178M
4
VICI icon
VICI Properties
VICI
+$124M
5
MTN icon
Vail Resorts
MTN
+$115M

Top Sells

1
+$127M
2
+$124M
3
+$118M
4
STE icon
Steris
STE
+$116M
5
EQIX icon
Equinix
EQIX
+$111M

Sector Composition

1 Real Estate 16.13%
2 Financials 15.66%
3 Technology 14.58%
4 Consumer Discretionary 11.38%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340M 0.32%
1,404,794
+27,546
77
$340M 0.32%
1,563,580
+530,235
78
$338M 0.31%
11,809,463
+1,174,744
79
$336M 0.31%
1,259,429
+180,265
80
$331M 0.31%
1,827,198
-48,897
81
$324M 0.3%
2,679,965
+166,844
82
$323M 0.3%
2,033,897
+129,086
83
$323M 0.3%
9,997,323
+77
84
$322M 0.3%
2,033,901
-26,151
85
$321M 0.3%
8,027,290
-124,264
86
$320M 0.3%
2,613,453
-51,055
87
$320M 0.3%
4,216,163
+345,462
88
$314M 0.29%
6,505,459
-225,738
89
$312M 0.29%
3,670,925
+100,264
90
$293M 0.27%
4,069,746
-211,795
91
$292M 0.27%
4,599,921
-82,195
92
$292M 0.27%
2,717,102
+76,252
93
$292M 0.27%
2,083,385
-54,480
94
$291M 0.27%
9,864,604
-28,809
95
$291M 0.27%
3,912,491
+68,135
96
$291M 0.27%
11,657,488
-148,095
97
$287M 0.27%
2,338,092
-27,035
98
$276M 0.26%
4,141,431
+660,439
99
$273M 0.25%
5,669,282
+290,042
100
$272M 0.25%
5,627,980
-199,576
2 3
4
5 6