Principal Financial Group Portfolio holdings
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.
Top Buys
| 1 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Essent Group
ESNT
$6.24B
| $615K | ﹤0.01% |
23,100
+7,313
| +46% | +$195K |
|
|
CBR
1827
DELISTED
CIBER Inc.
CBR
| $615K | ﹤0.01% |
534,686
+23,719
| +5% | +$27.3K |
|
1828
Yelp
YELP
$1.97B
| $613K | ﹤0.01% |
14,708
+853
| +6% | +$35.6K |
|
|
FNSR
1829
DELISTED
Finisar Corp
FNSR
| $613K | ﹤0.01% |
20,579
+6,209
| +43% | +$185K |
|
|
SYNH
1830
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $601K | ﹤0.01% |
13,489
+5,924
| +78% | +$264K |
|
1831
Bruker
BRKR
$4.62B
| $599K | ﹤0.01% |
26,461
-198
| -0.7% | -$4.48K |
|
1832
Erie Indemnity
ERIE
$17.3B
| $590K | ﹤0.01% |
5,779
-213
| -4% | -$21.7K |
|
1833
Norwegian Cruise Line
NCLH
$11.5B
| $585K | ﹤0.01% |
15,518
-4,049
| -21% | -$153K |
|
|
PDM
1834
Piedmont Realty Trust, Inc.
PDM
$1.08B
| $575K | ﹤0.01% |
26,412
+395
| +2% | +$8.6K |
|
1835
Mueller Water Products
MWA
$3.85B
| $574K | ﹤0.01% |
45,713
+13,881
| +44% | +$174K |
|
|
ATHN
1836
DELISTED
Athenahealth, Inc.
ATHN
| $570K | ﹤0.01% |
4,521
-4,085
| -47% | -$515K |
|
1837
Bright Horizons
BFAM
$6.36B
| $565K | ﹤0.01% |
8,447
+55
| +0.7% | +$3.68K |
|
|
CDI
1838
DELISTED
CDI Corp.
CDI
| $565K | ﹤0.01% |
99,567
-730
| -0.7% | -$4.14K |
|
|
IMS
1839
DELISTED
IMS HEALTH HLDGS INC COM STK (DE)
IMS
| $555K | ﹤0.01% |
17,699
-17,434
| -50% | -$547K |
|
1840
Huazhu Hotels Group
HTHT
$11.4B
| $553K | ﹤0.01% |
+49,044
| New | +$553K |
|
|
EVHC
1841
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $550K | ﹤0.01% |
8,253
-4,977
| -38% | -$332K |
|
|
TERP
1842
DELISTED
TerraForm Power, Inc
TERP
| $548K | ﹤0.01% |
39,412
+24,400
| +163% | +$339K |
|
1843
Harte-Hanks
HHS
$27.4M
| $545K | ﹤0.01% |
33,656
+356
| +1% | +$5.77K |
|
1844
Dolby
DLB
$6.8B
| $540K | ﹤0.01% |
9,946
+753
| +8% | +$40.9K |
|
1845
Apple Hospitality REIT
APLE
$2.97B
| $539K | ﹤0.01% |
29,095
+1,160
| +4% | +$21.5K |
|
1846
Universal Display
OLED
$6.52B
| $525K | ﹤0.01% |
9,457
-191
| -2% | -$10.6K |
|
1847
Bankunited
BKU
$2.9B
| $519K | ﹤0.01% |
17,198
+462
| +3% | +$13.9K |
|
|
ELME
1848
Elme Communities
ELME
$1.51B
| $511K | ﹤0.01% |
16,426
+105
| +0.6% | +$3.27K |
|
1849
ProQR Therapeutics
PRQR
$235M
| $510K | ﹤0.01% |
76,494
| – | – |
|
|
CAVM
1850
DELISTED
Cavium, Inc.
CAVM
| $508K | ﹤0.01% |
8,723
+1,196
| +16% | +$69.7K |
|