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 |
Equity Residential
EQR
|
$255M |
| 2 |
Autodesk
ADSK
|
$107M |
| 3 |
WRK
WestRock Company
WRK
|
$93.8M |
| 4 |
DuPont de Nemours
DD
|
$91.5M |
| 5 |
Brookfield
BN
|
$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
$132M |
| 2 |
Camden Property Trust
CPT
|
$124M |
| 3 |
Adobe
ADBE
|
$116M |
| 4 |
Bausch Health
BHC
|
$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TRCO
1851
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $511K | ﹤0.01% |
14,340
-352,326
| -96% | -$12.6M |
|
|
AWAY
1852
DELISTED
HOMEAWAY INC COM
AWAY
| $510K | ﹤0.01% |
+19,213
| New | +$510K |
|
1853
Axalta
AXTA
$6.89B
| $498K | ﹤0.01% |
19,655
-10,386
| -35% | -$263K |
|
|
CLR
1854
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $495K | ﹤0.01% |
17,079
-4,605
| -21% | -$133K |
|
|
INFN
1855
DELISTED
Infinera Corporation Common Stock
INFN
| $494K | ﹤0.01% |
25,243
+2,469
| +11% | +$48.3K |
|
1856
Bright Horizons
BFAM
$6.64B
| $491K | ﹤0.01% |
7,650
+1,169
| +18% | +$75K |
|
1857
Spectrum Brands
SPB
$1.38B
| $490K | ﹤0.01% |
5,358
-2,163
| -29% | -$198K |
|
1858
Herc Holdings
HRI
$4.6B
| $488K | ﹤0.01% |
9,722
-2,030
| -17% | -$102K |
|
|
GRA
1859
DELISTED
W.R. Grace & Co.
GRA
| $487K | ﹤0.01% |
5,233
-1,087
| -17% | -$101K |
|
1860
National Health Investors
NHI
$3.72B
| $485K | ﹤0.01% |
8,442
+1,567
| +23% | +$90K |
|
|
HAWK
1861
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
| $485K | ﹤0.01% |
11,434
+2,198
| +24% | +$93.2K |
|
|
ATHN
1862
DELISTED
Athenahealth, Inc.
ATHN
| $484K | ﹤0.01% |
3,626
-2,179
| -38% | -$291K |
|
1863
PBF Energy
PBF
$3.3B
| $483K | ﹤0.01% |
17,104
-6,988
| -29% | -$197K |
|
1864
Guidewire Software
GWRE
$22B
| $482K | ﹤0.01% |
9,165
-2,772
| -23% | -$146K |
|
1865
Air Lease Corp
AL
$7.12B
| $479K | ﹤0.01% |
15,499
-13,348
| -46% | -$413K |
|
|
DYAX
1866
DELISTED
DYAX CORPORATION
DYAX
| $477K | ﹤0.01% |
25,008
-107
| -0.4% | -$2.04K |
|
1867
EPAM Systems
EPAM
$9.44B
| $476K | ﹤0.01% |
6,393
-1,927
| -23% | -$143K |
|
1868
Brookdale Senior Living
BKD
$1.83B
| $472K | ﹤0.01% |
20,551
-2,203,624
| -99% | -$50.6M |
|
1869
OneMain Financial
OMF
$7.31B
| $472K | ﹤0.01% |
+10,793
| New | +$472K |
|
1870
Aramark
ARMK
$10.2B
| $468K | ﹤0.01% |
21,873
-5,722
| -21% | -$122K |
|
|
SC
1871
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $466K | ﹤0.01% |
22,810
-2,186
| -9% | -$44.7K |
|
|
ALR
1872
DELISTED
Alere Inc
ALR
| $464K | ﹤0.01% |
+9,642
| New | +$464K |
|
1873
Universal Technical Institute
UTI
$1.47B
| $464K | ﹤0.01% |
132,138
+4,221
| +3% | +$14.8K |
|
|
MBLY
1874
DELISTED
Mobileye N.V.
MBLY
| $464K | ﹤0.01% |
10,213
+1,520
| +17% | +$69.1K |
|
1875
Opko Health
OPK
$1.07B
| $463K | ﹤0.01% |
55,068
-14,862
| -21% | -$125K |
|