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
$59.5B
AUM Growth
+$3.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,412
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$146M
3
+$142M
4
ADBE icon
Adobe
ADBE
+$116M
5
ETR icon
Entergy
ETR
+$116M

Top Sells

1
+$148M
2
+$122M
3
+$111M
4
OA
Orbital ATK, Inc.
OA
+$100M
5
GNTX icon
Gentex
GNTX
+$91.6M

Sector Composition

1 Financials 15.65%
2 Real Estate 12.39%
3 Technology 11.3%
4 Healthcare 10.5%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$151M 0.25%
1,546,313
+219,560
102
$150M 0.25%
5,775,403
+4,332,659
103
$149M 0.25%
9,152,700
+81,080
104
$148M 0.25%
1,354,435
-4,707
105
$147M 0.25%
1,598,754
-37,430
106
$147M 0.25%
1,059,061
+9,937
107
$146M 0.25%
2,769,600
-1,200
108
$144M 0.24%
3,258,121
+2,424,408
109
$143M 0.24%
11,821,227
+158,773
110
$142M 0.24%
3,469,350
+2,824,314
111
$139M 0.23%
32,421,377
+2,012,041
112
$139M 0.23%
1,717,363
-111,280
113
$137M 0.23%
1,929,712
+147,174
114
$137M 0.23%
9,580,443
+1,729,309
115
$136M 0.23%
2,437,761
+143,400
116
$136M 0.23%
1,632,606
+110,822
117
$134M 0.23%
4,179,449
-185,787
118
$134M 0.23%
2,148,143
+286,096
119
$131M 0.22%
5,176,765
-217,503
120
$131M 0.22%
6,959,095
+229,896
121
$131M 0.22%
1,926,910
-35,924
122
$130M 0.22%
6,936,034
-851,519
123
$128M 0.22%
1,274,579
-59,744
124
$126M 0.21%
1,046,121
+50,698
125
$125M 0.21%
10,105,972
+308,968
3 4
5
6 7