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