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
+7.28%
1 Year Return
+22.03%
3 Year Return
+86.19%
5 Year Return
+157.24%
10 Year Return
+385.89%
AUM
$48.4B
AUM Growth
+$3.27B
Cap. Flow
+$693M
Cap. Flow %
1.43%
Top 10 Hldgs %
8.82%
Holding
2,356
New
108
Increased
1,198
Reduced
933
Closed
95

Top Buys

1
COP icon
ConocoPhillips
COP
+$123M
2
C icon
Citigroup
C
+$101M
3
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$78.9M
4
GE icon
GE Aerospace
GE
+$75.8M
5
BA icon
Boeing
BA
+$72.6M

Top Sells

1
AMGN icon
Amgen
AMGN
+$118M
2
MMC icon
Marsh & McLennan
MMC
+$80M
3
CF icon
CF Industries
CF
+$78M
4
NBL
Noble Energy, Inc.
NBL
+$77.1M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$76.7M

Sector Composition

1 Financials 16.46%
2 Technology 11.1%
3 Real Estate 10.76%
4 Consumer Discretionary 10.38%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
LXU icon
1476
LSB Industries
LXU
$585M
$3.5M 0.01%
135,682
+6,342
+5% +$164K
KRA
1477
DELISTED
Kraton Corporation
KRA
$3.49M 0.01%
177,974
+6,254
+4% +$123K
CAMP
1478
DELISTED
CalAmp Corp.
CAMP
$3.47M 0.01%
8,564
+336
+4% +$136K
NP
1479
DELISTED
Neenah, Inc. Common Stock
NP
$3.45M 0.01%
87,843
+3,482
+4% +$137K
MASI icon
1480
Masimo
MASI
$7.94B
$3.45M 0.01%
129,419
+2,296
+2% +$61.2K
ATI icon
1481
ATI
ATI
$10.5B
$3.43M 0.01%
112,310
+3,587
+3% +$109K
ARCB icon
1482
ArcBest
ARCB
$1.61B
$3.4M 0.01%
132,332
+6,107
+5% +$157K
UCB
1483
United Community Banks, Inc.
UCB
$3.95B
$3.36M 0.01%
223,786
-31,046
-12% -$466K
NAVG
1484
DELISTED
Navigators Group Inc
NAVG
$3.35M 0.01%
115,998
+4,106
+4% +$119K
WABC icon
1485
Westamerica Bancorp
WABC
$1.25B
$3.34M 0.01%
67,128
+2,290
+4% +$114K
PSUN
1486
DELISTED
PACIFIC SUNWEAR OF CAL. INC
PSUN
$3.34M 0.01%
+1,113,000
New +$3.34M
SSI
1487
DELISTED
Stage Stores Inc
SSI
$3.34M 0.01%
173,839
-7,847
-4% -$151K
UTIW
1488
DELISTED
UTI WORLDWIDE INC
UTIW
$3.33M 0.01%
220,145
-22,754
-9% -$344K
ESI
1489
DELISTED
ITT EDUCATIONAL SERVICES INC
ESI
$3.32M 0.01%
107,185
+24,553
+30% +$761K
ITG
1490
DELISTED
Investment Technology Group Inc
ITG
$3.31M 0.01%
210,848
+3,017
+1% +$47.4K
POST icon
1491
Post Holdings
POST
$5.69B
$3.31M 0.01%
125,278
+3,027
+2% +$80K
BBBY
1492
Bed Bath & Beyond, Inc.
BBBY
$607M
$3.31M 0.01%
134,900
– –
CBB
1493
DELISTED
Cincinnati Bell Inc.
CBB
$3.31M 0.01%
243,160
+8,826
+4% +$120K
BH icon
1494
Biglari Holdings Class B
BH
$951M
$3.3M 0.01%
12,934
+1,867
+17% +$477K
WASH icon
1495
Washington Trust Bancorp
WASH
$570M
$3.3M 0.01%
104,890
+30,946
+42% +$973K
GHL
1496
DELISTED
Greenhill & Co., Inc.
GHL
$3.28M 0.01%
65,717
+705
+1% +$35.2K
IDTI
1497
DELISTED
Integrated Device Technology I
IDTI
$3.27M 0.01%
347,489
-16,162
-4% -$152K
SRGA
1498
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$3.27M 0.01%
29,154
-48
-0.2% -$5.39K
PKE icon
1499
Park Aerospace
PKE
$377M
$3.27M 0.01%
113,969
+11,673
+11% +$334K
TUES
1500
DELISTED
Tuesday Morning Corp
TUES
$3.26M 0.01%
213,507
-25,289
-11% -$386K
58 59
60
61 62