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
-4.95%
1 Year Return
+22.03%
3 Year Return
+86.19%
5 Year Return
+157.24%
10 Year Return
+385.89%
AUM
$63.6B
AUM Growth
-$3.41B
Cap. Flow
+$994M
Cap. Flow %
1.56%
Top 10 Hldgs %
10.55%
Holding
2,305
New
133
Increased
1,375
Reduced
665
Closed
121

Top Buys

1
EQR icon
Equity Residential
EQR
+$255M
2
ADSK icon
Autodesk
ADSK
+$107M
3
WRK
WestRock Company
WRK
+$93.8M
4
DD icon
DuPont de Nemours
DD
+$91.5M
5
BN icon
Brookfield
BN
+$78.4M

Top Sells

1
XEC
CIMAREX ENERGY CO
XEC
+$132M
2
CPT icon
Camden Property Trust
CPT
+$124M
3
ADBE icon
Adobe
ADBE
+$116M
4
BHC icon
Bausch Health
BHC
+$115M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$105M

Sector Composition

1 Financials 17%
2 Real Estate 15.4%
3 Technology 11.63%
4 Consumer Discretionary 10.7%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
TRMK icon
1351
Trustmark
TRMK
$2.42B
$4.93M 0.01%
212,552
+8,876
+4% +$206K
IPHS
1352
DELISTED
Innophos Holdings, Inc.
IPHS
$4.92M 0.01%
124,171
-3,185
-3% -$126K
CSH
1353
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
$4.91M 0.01%
175,351
+7,967
+5% +$223K
CTCT
1354
DELISTED
CONSTANT CONTACT, INC COM
CTCT
$4.91M 0.01%
+202,348
New +$4.91M
GHL
1355
DELISTED
Greenhill & Co., Inc.
GHL
$4.9M 0.01%
171,936
+4,243
+3% +$121K
NTRI
1356
DELISTED
NutriSystem, Inc.
NTRI
$4.87M 0.01%
183,779
+5,315
+3% +$141K
COWN
1357
DELISTED
Cowen Inc. Class A Common Stock
COWN
$4.87M 0.01%
267,223
+19,037
+8% +$347K
SAIA icon
1358
Saia
SAIA
$8.19B
$4.87M 0.01%
157,452
+4,616
+3% +$143K
CMC icon
1359
Commercial Metals
CMC
$6.53B
$4.87M 0.01%
359,281
+10,046
+3% +$136K
ATGE icon
1360
Adtalem Global Education
ATGE
$4.79B
$4.87M 0.01%
178,887
+5,341
+3% +$145K
WPX
1361
DELISTED
WPX Energy, Inc.
WPX
$4.85M 0.01%
732,025
+95,211
+15% +$630K
ALEX
1362
Alexander & Baldwin
ALEX
$1.36B
$4.83M 0.01%
140,794
+4,711
+3% +$162K
NGLS
1363
DELISTED
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
$4.83M 0.01%
166,219
+24,723
+17% +$718K
ESV
1364
DELISTED
Ensco Rowan plc
ESV
$4.81M 0.01%
85,410
+3,910
+5% +$220K
OI icon
1365
O-I Glass
OI
$1.95B
$4.8M 0.01%
231,610
-14,257
-6% -$295K
SAFT icon
1366
Safety Insurance
SAFT
$1.09B
$4.79M 0.01%
88,376
+11,152
+14% +$604K
GWB
1367
DELISTED
Great Western Bancorp, Inc.
GWB
$4.78M 0.01%
+188,204
New +$4.78M
SLCA
1368
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
$4.73M 0.01%
335,959
+1,286
+0.4% +$18.1K
X
1369
DELISTED
US Steel
X
$4.73M 0.01%
453,702
+41,396
+10% +$431K
ISIL
1370
DELISTED
Intersil Corp
ISIL
$4.72M 0.01%
403,748
-77,953
-16% -$912K
EGHT icon
1371
8x8 Inc
EGHT
$285M
$4.72M 0.01%
571,099
+10,458
+2% +$86.5K
MAGN
1372
Magnera Corporation
MAGN
$404M
$4.72M 0.01%
21,082
+845
+4% +$189K
IRC
1373
DELISTED
INLAND REAL ESTATE CORP
IRC
$4.72M 0.01%
582,665
+25,519
+5% +$207K
NSR
1374
DELISTED
Neustar Inc
NSR
$4.71M 0.01%
173,192
+5,229
+3% +$142K
BKS
1375
DELISTED
Barnes & Noble
BKS
$4.7M 0.01%
388,344
-47,910
-11% -$580K
53 54
55
56 57