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
+6.02%
1 Year Return
+22.03%
3 Year Return
+86.19%
5 Year Return
+157.24%
10 Year Return
+385.89%
AUM
$113B
AUM Growth
+$113B
Cap. Flow
-$546M
Cap. Flow %
-0.48%
Top 10 Hldgs %
11.15%
Holding
2,364
New
94
Increased
1,515
Reduced
662
Closed
76

Sector Composition

1 Financials 16.51%
2 Technology 14.46%
3 Real Estate 14.24%
4 Consumer Discretionary 11.99%
5 Industrials 9.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GTS
2326
DELISTED
Triple-S Management Corporation
GTS
-6,291 Closed -$246K
SNR
2327
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
-10,492 Closed -$79K
HOME
2328
DELISTED
At Home Group Inc.
HOME
-11,846 Closed -$464K
NAV
2329
DELISTED
Navistar International
NAV
-5,096 Closed -$208K
SINA
2330
DELISTED
Sina Corp
SINA
-8,456 Closed -$716K
HSBC.PRA
2331
DELISTED
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
-7,828 Closed -$208K
WUBA
2332
DELISTED
58.COM INC
WUBA
-42,585 Closed -$2.95M
MCRN
2333
DELISTED
Milacron Holdings Corp.
MCRN
-14,069 Closed -$266K
FTD
2334
DELISTED
FTD Companies, Inc. Common Stock
FTD
-131,917 Closed -$612K
GBNK
2335
DELISTED
Guaranty Bancorp
GBNK
-242,288 Closed -$7.22M
EDR
2336
DELISTED
Education Realty Trust Inc
EDR
-347,007 Closed -$14.4M
ILG
2337
DELISTED
ILG, Inc Common Stock
ILG
-466,041 Closed -$15.4M
COTV
2338
DELISTED
Cotiviti Holdings, Inc.
COTV
-7,748 Closed -$342K
SHLM
2339
DELISTED
Schulman (A.) Inc
SHLM
-235,688 Closed -$10.5M
PAY
2340
DELISTED
Verifone Systems Inc
PAY
-491,052 Closed -$11.2M
CPLA
2341
DELISTED
Capella Education Company
CPLA
-90,885 Closed -$8.97M
FMI
2342
DELISTED
Foundation Medicine, Inc.
FMI
-7,647 Closed -$1.05M
QCP
2343
DELISTED
Quality Care Properties, Inc.
QCP
-414,725 Closed -$8.92M
RSPP
2344
DELISTED
RSP Permian, Inc.
RSPP
-18,280 Closed -$805K
FNGN
2345
DELISTED
Financial Engines, Inc.
FNGN
-506,759 Closed -$22.8M
WGL
2346
DELISTED
Wgl Holdings
WGL
-228,320 Closed -$20.3M
IPCC
2347
DELISTED
Infinity Property & Casualty C
IPCC
-87,574 Closed -$12.5M
KND
2348
DELISTED
Kindred Healthcare
KND
-14,404 Closed -$130K
GGP
2349
DELISTED
GGP Inc.
GGP
-3,330,201 Closed -$68M
DCT
2350
DELISTED
DCT Industrial Trust Inc.
DCT
-2,326,735 Closed -$155M