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
+4.98%
1 Year Return
+22.03%
3 Year Return
+86.19%
5 Year Return
+157.24%
10 Year Return
+385.89%
AUM
$109B
AUM Growth
+$109B
Cap. Flow
+$382M
Cap. Flow %
0.35%
Top 10 Hldgs %
10.88%
Holding
2,357
New
151
Increased
1,258
Reduced
846
Closed
87

Sector Composition

1 Financials 16.93%
2 Real Estate 15.1%
3 Technology 13.33%
4 Consumer Discretionary 11.84%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PIR
2326
DELISTED
Pier 1 Imports, Inc.
PIR
-51,024 Closed -$164K
ALDR
2327
DELISTED
Alder Biopharmaceuticals, Inc.
ALDR
-12,170 Closed -$155K
ROX
2328
DELISTED
Castle Brands, Inc.
ROX
-12,368 Closed -$15K
FRED
2329
DELISTED
Fred's Inc
FRED
-275,432 Closed -$824K
DATA
2330
DELISTED
Tableau Software, Inc.
DATA
-3,730 Closed -$301K
BRSS
2331
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
-6,193 Closed -$207K
GST
2332
DELISTED
Gastar Exploration Inc.
GST
-13,849 Closed -$9K
ALOG
2333
DELISTED
Analogic Corp
ALOG
-102,982 Closed -$9.88M
FINL
2334
DELISTED
Finish Line
FINL
-309,089 Closed -$4.19M
TWX
2335
DELISTED
Time Warner Inc
TWX
-1,116,316 Closed -$106M
MON
2336
DELISTED
Monsanto Co
MON
-689,446 Closed -$80.5M
OA
2337
DELISTED
Orbital ATK, Inc.
OA
-250,635 Closed -$33.2M
BGC
2338
DELISTED
General Cable Corporation
BGC
-388,018 Closed -$11.5M
GXP
2339
DELISTED
Great Plains Energy Incorporated
GXP
-3,789,118 Closed -$120M
MSCC
2340
DELISTED
Microsemi Corp
MSCC
-512,647 Closed -$33.2M
CHUBK
2341
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
-18,727 Closed -$421K
AVXS
2342
DELISTED
AveXis, Inc. Common Stock
AVXS
-9,556 Closed -$1.18M
CBI
2343
DELISTED
Chicago Bridge & Iron Nv
CBI
-10,660 Closed -$154K
IPXL
2344
DELISTED
Impax Laboratories, Inc.
IPXL
-580,064 Closed -$11.3M
BUFF
2345
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
-5,252 Closed -$209K
DYN
2346
DELISTED
Dynegy, Inc.
DYN
-22,701 Closed -$307K
CALD
2347
DELISTED
Callidus Software, Inc.
CALD
-7,088 Closed -$255K
CSRA
2348
DELISTED
CSRA Inc.
CSRA
-253,995 Closed -$10.5M
MEET
2349
DELISTED
The Meet Group, Inc. Common Stock
MEET
-11,782 Closed -$25K
FMSA
2350
DELISTED
Fairmount Santrol Holdings Inc.
FMSA
-23,339 Closed -$99K