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
$113B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,307
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$201M
3
+$173M
4
AER icon
AerCap
AER
+$120M
5
FAST icon
Fastenal
FAST
+$104M

Top Sells

1
+$223M
2
+$182M
3
+$142M
4
BNS icon
Scotiabank
BNS
+$129M
5
AMAT icon
Applied Materials
AMAT
+$111M

Sector Composition

1 Real Estate 16.64%
2 Financials 16.14%
3 Technology 14.77%
4 Consumer Discretionary 11.12%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364M 0.32%
2,657,859
-64,165
77
$363M 0.32%
3,111,264
-9,529
78
$360M 0.32%
1,473,020
+135,847
79
$351M 0.31%
9,729,077
-50,640
80
$349M 0.31%
9,295,194
+2,609,952
81
$348M 0.31%
4,266,643
-60,345
82
$347M 0.31%
2,077,256
-117,277
83
$345M 0.3%
6,696,147
-41,395
84
$342M 0.3%
2,302,296
+245,564
85
$341M 0.3%
1,568,504
-25,628
86
$339M 0.3%
1,654,524
-108,159
87
$337M 0.3%
1,993,522
-34,006
88
$335M 0.3%
1,365,684
-280,120
89
$331M 0.29%
11,222,229
-354,134
90
$328M 0.29%
2,338,027
+2,326
91
$326M 0.29%
463,222
-10,980
92
$323M 0.29%
4,187,391
+246,127
93
$323M 0.28%
12,464,264
+2,633,765
94
$322M 0.28%
4,138,384
-104,997
95
$321M 0.28%
1,182,253
-7,649
96
$320M 0.28%
6,337,343
-98,222
97
$317M 0.28%
1,959,105
+15,152
98
$314M 0.28%
1,975,195
-212,972
99
$311M 0.27%
1,926,265
-23,527
100
$310M 0.27%
5,596,146
-85,612
2 3
4
5 6