Principal Financial Group

Principal Financial Group Portfolio holdings

AUM $189B
 

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
-0.46%
1 Year Return
+22.03%
3 Year Return
+86.19%
5 Year Return
+157.24%
10 Year Return
+385.89%
AUM
$105B
AUM Growth
+$105B
Cap. Flow
-$2.11B
Cap. Flow %
-2.01%
Top 10 Hldgs %
10.51%
Holding
2,291
New
52
Increased
1,364
Reduced
764
Closed
85
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GNCMA
2276
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
-197,844
Closed -$7.72M
DEL
2277
DELISTED
Deltic Timber
DEL
-81,175
Closed -$7.43M
CAA
2278
DELISTED
CalAtlantic Group, Inc.
CAA
-324,571
Closed -$18.3M
SCMP
2279
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
-188,451
Closed -$3.38M
CUDA
2280
DELISTED
Barracuda Networks, Inc.
CUDA
-358,967
Closed -$9.87M
RXDX
2281
DELISTED
Ignyta, Inc.
RXDX
-16,947
Closed -$452K
BWLD
2282
DELISTED
Buffalo Wild Wings, Inc.
BWLD
-65,710
Closed -$10.3M
BV
2283
DELISTED
Bazaarvoice, Inc.
BV
-12,108
Closed -$66K
BKMU
2284
DELISTED
Bank Mutual Corp
BKMU
-316,743
Closed -$3.37M
TIME
2285
DELISTED
Time Inc.
TIME
-755,766
Closed -$13.9M
POT
2286
DELISTED
Potash Corp Of Saskatchewan
POT
-239,340
Closed -$4.94M
ORBC
2287
DELISTED
ORBCOMM, Inc.
ORBC
-10,894
Closed -$111K
BAS
2288
DELISTED
Basis Energy Services, Inc.
BAS
-9,041
Closed -$212K
PGEM
2289
DELISTED
Ply Gem Holdings, Inc.
PGEM
-327,061
Closed -$6.05M
BOBE
2290
DELISTED
Bob Evans Farms, Inc.
BOBE
-150,012
Closed -$11.8M