Principal Financial Group

Principal Financial Group Portfolio holdings

AUM $189B
1-Year Return 22.03%
 

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 Return
+3.52%
1 Year Return
+22.03%
3 Year Return
+86.19%
5 Year Return
+157.24%
10 Year Return
+385.89%
AUM
$56.1B
AUM Growth
+$2.48B
Cap. Flow
+$1.31B
Cap. Flow %
2.34%
Top 10 Hldgs %
9.55%
Holding
2,367
New
92
Increased
1,403
Reduced
751
Closed
109

Top Buys

1
APD icon
Air Products & Chemicals
APD
+$203M
2
PFE icon
Pfizer
PFE
+$117M
3
JNJ icon
Johnson & Johnson
JNJ
+$94.3M
4
STJ
St Jude Medical
STJ
+$70.6M
5
PTEN icon
Patterson-UTI
PTEN
+$68.8M

Top Sells

1
ALL icon
Allstate
ALL
+$125M
2
BEAM
BEAM INC COM STK (DE)
BEAM
+$120M
3
ADT
ADT CORP
ADT
+$102M
4
SCI icon
Service Corp International
SCI
+$63.6M
5
EG icon
Everest Group
EG
+$62.6M

Sector Composition

1 Financials 16.67%
2 Real Estate 11.52%
3 Technology 11.36%
4 Healthcare 10.45%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VLY icon
1301
Valley National Bancorp
VLY
$6.02B
$5.52M 0.01%
530,407
+45,626
+9% +$475K
VRTU
1302
DELISTED
Virtusa Corporation
VRTU
$5.5M 0.01%
163,980
+19,798
+14% +$663K
ENSG icon
1303
The Ensign Group
ENSG
$9.68B
$5.49M 0.01%
492,769
+20,476
+4% +$228K
AWH
1304
DELISTED
Allied World Assurance Co Hld Lt
AWH
$5.49M 0.01%
159,468
+4,524
+3% +$156K
MGAM
1305
DELISTED
MULTIMEDIA GAMES HOLDING COMPANY INC COM STK (TX)
MGAM
$5.47M 0.01%
188,414
+6,653
+4% +$193K
BCC icon
1306
Boise Cascade
BCC
$3.23B
$5.47M 0.01%
+190,910
New +$5.47M
THOR
1307
DELISTED
THORATEC CORPORATION
THOR
$5.46M 0.01%
152,425
+6,377
+4% +$228K
VC icon
1308
Visteon
VC
$3.45B
$5.45M 0.01%
61,617
-41,791
-40% -$3.7M
CPWR
1309
DELISTED
COMPUWARE CORP
CPWR
$5.44M 0.01%
539,045
+31,669
+6% +$319K
POST icon
1310
Post Holdings
POST
$5.73B
$5.43M 0.01%
150,497
+23,997
+19% +$866K
WGL
1311
DELISTED
Wgl Holdings
WGL
$5.43M 0.01%
135,444
+6,390
+5% +$256K
KOP icon
1312
Koppers
KOP
$559M
$5.43M 0.01%
131,575
+6,370
+5% +$263K
AVTA
1313
DELISTED
Avantax, Inc. Common Stock
AVTA
$5.42M 0.01%
275,252
+19,916
+8% +$392K
JBTM
1314
JBT Marel Corporation
JBTM
$7.21B
$5.42M 0.01%
175,348
+7,095
+4% +$219K
X
1315
DELISTED
US Steel
X
$5.42M 0.01%
196,208
+44,568
+29% +$1.23M
FCF icon
1316
First Commonwealth Financial
FCF
$1.83B
$5.41M 0.01%
598,492
+15,657
+3% +$142K
NP
1317
DELISTED
Neenah, Inc. Common Stock
NP
$5.4M 0.01%
104,390
+4,630
+5% +$239K
KRA
1318
DELISTED
Kraton Corporation
KRA
$5.4M 0.01%
206,559
+16,729
+9% +$437K
RTI
1319
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
$5.39M 0.01%
194,098
+8,171
+4% +$227K
HSNI
1320
DELISTED
HSN, Inc.
HSNI
$5.38M 0.01%
90,094
+4,353
+5% +$260K
ENLC
1321
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$5.35M 0.01%
157,489
-34,678
-18% -$1.18M
IPCM
1322
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
$5.34M 0.01%
108,743
+4,602
+4% +$226K
VSH icon
1323
Vishay Intertechnology
VSH
$2.06B
$5.33M 0.01%
358,252
+18,512
+5% +$275K
TIVO
1324
DELISTED
Tivo Inc
TIVO
$5.32M 0.01%
233,705
-12,552
-5% -$286K
COHR icon
1325
Coherent
COHR
$16B
$5.31M 0.01%
344,070
+12,404
+4% +$191K
51 52
53
54 55