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
$168B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,728
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$1.16B
3
+$459M
4
YLD icon
Principal Active High Yield ETF
YLD
+$198M
5
VTR icon
Ventas
VTR
+$135M

Top Sells

1
+$276M
2
+$202M
3
+$193M
4
CONE
CyrusOne Inc Common Stock
CONE
+$187M
5
AAPL icon
Apple
AAPL
+$135M

Sector Composition

1 Technology 19.24%
2 Real Estate 17.07%
3 Financials 13.47%
4 Consumer Discretionary 11.81%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$525M 0.31%
573,824
-8,648
77
$514M 0.31%
11,563,384
-1,244,597
78
$510M 0.3%
2,331,444
+329,322
79
$503M 0.3%
14,644,687
+134,716
80
$502M 0.3%
16,700,270
-233,243
81
$502M 0.3%
3,011,784
-346,873
82
$496M 0.3%
8,723,273
+569,064
83
$490M 0.29%
20,822,929
+379,862
84
$487M 0.29%
82,395
-1,123
85
$484M 0.29%
5,187,276
+111,060
86
$474M 0.28%
4,060,427
-16,464
87
$471M 0.28%
3,985,058
-98,599
88
$470M 0.28%
4,599,480
+114,203
89
$468M 0.28%
2,936,353
-16,469
90
$466M 0.28%
4,185,999
-16,632
91
$460M 0.27%
1,055,050
-41,386
92
$459M 0.27%
+17,450,000
93
$455M 0.27%
6,842,630
+299,840
94
$454M 0.27%
8,312,880
+129,813
95
$452M 0.27%
1,985,926
-72,544
96
$450M 0.27%
13,516,686
+1,832,247
97
$449M 0.27%
1,220,148
-50,400
98
$446M 0.27%
11,080,628
+416,096
99
$446M 0.27%
1,895,954
-36,260
100
$442M 0.26%
662,510
-32,518
2 3
4
5 6