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 | |
|---|---|---|---|---|---|---|
|
TRAK
1876
DELISTED
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
| $459K | ﹤0.01% |
7,273
-274,965
| -97% | -$17.4M |
|
1877
Acadia Pharmaceuticals
ACAD
$4.26B
| $453K | ﹤0.01% |
13,706
+2,634
| +24% | +$87.1K |
|
1878
Empire State Realty Trust
ESRT
$1.35B
| $451K | ﹤0.01% |
26,494
+15,889
| +150% | +$270K |
|
1879
Asbury Automotive
ABG
$5.06B
| $450K | ﹤0.01% |
5,541
+817
| +17% | +$66.4K |
|
1880
Bloomin' Brands
BLMN
$605M
| $450K | ﹤0.01% |
24,771
+3,277
| +15% | +$59.5K |
|
1881
Myriad Genetics
MYGN
$615M
| $448K | ﹤0.01% |
11,954
-20
| -0.2% | -$750 |
|
1882
Arista Networks
ANET
$180B
| $445K | ﹤0.01% |
116,368
+35,104
| +43% | +$134K |
|
|
CAVM
1883
DELISTED
Cavium, Inc.
CAVM
| $443K | ﹤0.01% |
7,225
-1,113
| -13% | -$68.2K |
|
1884
Designer Brands
DBI
$231M
| $442K | ﹤0.01% |
17,447
-3,089
| -15% | -$78.3K |
|
1885
BWX Technologies
BWXT
$15B
| $441K | ﹤0.01% |
16,729
+7,867
| +89% | +$207K |
|
1886
Avis
CAR
$5.5B
| $437K | ﹤0.01% |
10,015
-21,500
| -68% | -$938K |
|
|
AREX
1887
DELISTED
Approach Resources Inc.
AREX
| $434K | ﹤0.01% |
232,247
+4,939
| +2% | +$9.23K |
|
1888
Erie Indemnity
ERIE
$17.5B
| $433K | ﹤0.01% |
5,217
-2,010
| -28% | -$167K |
|
1889
Choice Hotels
CHH
$5.41B
| $432K | ﹤0.01% |
9,073
+3,860
| +74% | +$184K |
|
|
SDRL
1890
DELISTED
Seadrill Limited Common Stock
SDRL
| $429K | ﹤0.01% |
271
-120
| -31% | -$190K |
|
1891
Hexcel
HXL
$5.16B
| $419K | ﹤0.01% |
+9,348
| New | +$419K |
|
|
ELLI
1892
DELISTED
Ellie Mae Inc
ELLI
| $416K | ﹤0.01% |
6,252
+1,251
| +25% | +$83.2K |
|
|
FLTX
1893
DELISTED
Fleetmatics Group PLC
FLTX
| $411K | ﹤0.01% |
8,374
+2,612
| +45% | +$128K |
|
1894
Ryman Hospitality Properties
RHP
$6.35B
| $409K | ﹤0.01% |
8,307
+675
| +9% | +$33.2K |
|
1895
RH
RH
$4.7B
| $408K | ﹤0.01% |
4,369
-666
| -13% | -$62.2K |
|
1896
Morningstar
MORN
$10.8B
| $405K | ﹤0.01% |
5,042
-656
| -12% | -$52.7K |
|
1897
WESCO International
WCC
$10.7B
| $400K | ﹤0.01% |
8,604
-3,794
| -31% | -$176K |
|
1898
Columbia Sportswear
COLM
$3.09B
| $397K | ﹤0.01% |
6,750
+1,005
| +17% | +$59.1K |
|
|
DFT
1899
DELISTED
DuPont Fabros Technology Inc.
DFT
| $389K | ﹤0.01% |
15,026
+1,277
| +9% | +$33.1K |
|
1900
Churchill Downs
CHDN
$7.18B
| $386K | ﹤0.01% |
17,310
+5,154
| +42% | +$115K |
|