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
+4.58%
1 Year Return
+22.03%
3 Year Return
+86.19%
5 Year Return
+157.24%
10 Year Return
+385.89%
AUM
$76B
AUM Growth
+$4.34B
Cap. Flow
+$1.86B
Cap. Flow %
2.44%
Top 10 Hldgs %
10.09%
Holding
2,256
New
95
Increased
1,559
Reduced
450
Closed
92

Top Buys

1
SHW icon
Sherwin-Williams
SHW
+$109M
2
SFR
Starwood Waypoint Homes
SFR
+$84.9M
3
CHTR icon
Charter Communications
CHTR
+$82.2M
4
DRE
Duke Realty Corp.
DRE
+$77.3M
5
DHC
Diversified Healthcare Trust
DHC
+$71.4M

Top Sells

1
EQR icon
Equity Residential
EQR
+$133M
2
ETR icon
Entergy
ETR
+$105M
3
PYPL icon
PayPal
PYPL
+$96.5M
4
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
+$90.2M
5
GT icon
Goodyear
GT
+$79.2M

Sector Composition

1 Real Estate 16.8%
2 Financials 16.34%
3 Technology 11.85%
4 Consumer Discretionary 10.03%
5 Healthcare 9.78%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
TDC icon
1351
Teradata
TDC
$1.99B
$6.54M 0.01%
211,087
+5,539
+3% +$172K
BRKL
1352
DELISTED
Brookline Bancorp
BRKL
$6.52M 0.01%
534,950
+20,320
+4% +$248K
WSTC
1353
DELISTED
West Corporation
WSTC
$6.52M 0.01%
295,158
-83,276
-22% -$1.84M
KND
1354
DELISTED
Kindred Healthcare
KND
$6.51M 0.01%
637,067
+18,751
+3% +$192K
CATO icon
1355
Cato Corp
CATO
$89.6M
$6.5M 0.01%
197,562
+7,652
+4% +$252K
OIS icon
1356
Oil States International
OIS
$341M
$6.46M 0.01%
204,740
+11,565
+6% +$365K
MDXG icon
1357
MiMedx Group
MDXG
$1.02B
$6.44M 0.01%
750,702
+30,485
+4% +$262K
AVNS icon
1358
Avanos Medical
AVNS
$558M
$6.43M 0.01%
185,617
+9,811
+6% +$340K
CTRE icon
1359
CareTrust REIT
CTRE
$7.54B
$6.43M 0.01%
434,961
+11,686
+3% +$173K
LDL
1360
DELISTED
Lydall, Inc.
LDL
$6.42M 0.01%
125,583
+4,387
+4% +$224K
CSRA
1361
DELISTED
CSRA Inc.
CSRA
$6.42M 0.01%
238,617
+16,065
+7% +$432K
CXW icon
1362
CoreCivic
CXW
$2.18B
$6.42M 0.01%
462,586
+19,910
+4% +$276K
CBB
1363
DELISTED
Cincinnati Bell Inc.
CBB
$6.37M 0.01%
312,214
+8,585
+3% +$175K
HLX icon
1364
Helix Energy Solutions
HLX
$923M
$6.35M 0.01%
780,554
+55,432
+8% +$451K
NTRI
1365
DELISTED
NutriSystem, Inc.
NTRI
$6.34M 0.01%
213,640
+8,629
+4% +$256K
UVE icon
1366
Universal Insurance Holdings
UVE
$696M
$6.29M 0.01%
249,462
+22,880
+10% +$577K
LABL
1367
DELISTED
Multi-Color Corp
LABL
$6.28M 0.01%
95,175
+2,860
+3% +$189K
EPAY
1368
DELISTED
Bottomline Technologies Inc
EPAY
$6.28M 0.01%
269,211
+2,487
+0.9% +$58K
HOME
1369
DELISTED
At Home Group Inc.
HOME
$6.28M 0.01%
+414,242
New +$6.28M
PMC
1370
DELISTED
PharMerica Corporation
PMC
$6.27M 0.01%
223,331
+6,304
+3% +$177K
DXCM icon
1371
DexCom
DXCM
$29.8B
$6.21M 0.01%
283,536
-46,872
-14% -$1.03M
TTMI icon
1372
TTM Technologies
TTMI
$5.11B
$6.18M 0.01%
539,896
+68,636
+15% +$786K
RAD
1373
DELISTED
Rite Aid Corporation
RAD
$6.17M 0.01%
40,130
-79,288
-66% -$12.2M
VIVO
1374
DELISTED
Meridian Bioscience Inc
VIVO
$6.17M 0.01%
319,660
+11,218
+4% +$216K
CHS
1375
DELISTED
Chicos FAS, Inc.
CHS
$6.17M 0.01%
518,050
+23,277
+5% +$277K
53 54
55
56 57