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
$153B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,664
New
Increased
Reduced
Closed

Top Buys

1
+$594M
2
+$382M
3
+$325M
4
MRNA icon
Moderna
MRNA
+$155M
5
HR
Healthcare Realty Trust Incorporated
HR
+$136M

Top Sells

1
+$695M
2
+$257M
3
+$178M
4
CACC icon
Credit Acceptance
CACC
+$174M
5
PLD icon
Prologis
PLD
+$157M

Sector Composition

1 Technology 19.13%
2 Real Estate 16.4%
3 Financials 14.67%
4 Consumer Discretionary 12.1%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$488M 0.32%
18,902,008
-450,874
77
$486M 0.32%
3,878,831
+25,704
78
$482M 0.31%
3,450,730
-47,510
79
$481M 0.31%
16,933,513
+3,818,239
80
$480M 0.31%
5,823,276
-8,434,334
81
$465M 0.3%
14,509,971
-361,343
82
$459M 0.3%
4,083,657
-98,222
83
$458M 0.3%
3,870,326
+229,900
84
$450M 0.29%
4,076,891
+20,303
85
$445M 0.29%
8,028,722
-696,108
86
$421M 0.27%
1,270,548
-6,123
87
$416M 0.27%
2,002,122
+1,837,111
88
$415M 0.27%
6,273,749
+182,003
89
$412M 0.27%
2,058,470
-59,778
90
$412M 0.27%
2,436,281
-17,259
91
$410M 0.27%
20,443,067
+16,179,381
92
$410M 0.27%
1,932,214
+272,658
93
$409M 0.27%
1,344,491
-311,713
94
$408M 0.27%
671,457
-31,883
95
$405M 0.26%
4,485,277
+162,147
96
$401M 0.26%
943,070
-194,643
97
$400M 0.26%
83,518
-1,026
98
$399M 0.26%
8,183,067
-152,867
99
$399M 0.26%
5,076,216
+40,103
100
$398M 0.26%
10,664,532
-31,049
2 3
4
5 6