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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CIM
1926
Chimera Investment
CIM
$1.2B
| $555K | ﹤0.01% |
9,935
-1,123
| -10% | -$62.7K |
|
1927
Erie Indemnity
ERIE
$17.5B
| $550K | ﹤0.01% |
4,398
+846
| +24% | +$106K |
|
1928
US Foods
USFD
$17.5B
| $545K | ﹤0.01% |
20,008
+10,134
| +103% | +$276K |
|
|
SAVE
1929
DELISTED
Spirit Airlines, Inc.
SAVE
| $543K | ﹤0.01% |
10,506
-1,489
| -12% | -$77K |
|
1930
Trip.com Group
TCOM
$47.6B
| $534K | ﹤0.01% |
+9,922
| New | +$534K |
|
1931
CoStar Group
CSGP
$37.9B
| $531K | ﹤0.01% |
20,160
-31,050
| -61% | -$818K |
|
|
MFA
1932
MFA Financial
MFA
$1.07B
| $530K | ﹤0.01% |
15,791
-54,428
| -78% | -$1.83M |
|
|
LBAI
1933
DELISTED
Lakeland Bancorp Inc
LBAI
| $527K | ﹤0.01% |
+27,950
| New | +$527K |
|
1934
Element Solutions
ESI
$6.33B
| $526K | ﹤0.01% |
41,457
+11,311
| +38% | +$144K |
|
1935
James River Group
JRVR
$249M
| $525K | ﹤0.01% |
13,217
+4,493
| +52% | +$178K |
|
1936
Corcept Therapeutics
CORT
$7.31B
| $523K | ﹤0.01% |
44,291
+29,451
| +198% | +$348K |
|
|
PFPT
1937
DELISTED
Proofpoint, Inc.
PFPT
| $519K | ﹤0.01% |
5,976
+216
| +4% | +$18.8K |
|
1938
Brown-Forman Class A
BF.A
$13.8B
| $516K | ﹤0.01% |
13,081
+357
| +3% | +$14.1K |
|
|
SAGE
1939
DELISTED
Sage Therapeutics
SAGE
| $504K | ﹤0.01% |
6,326
+703
| +13% | +$56K |
|
1940
Bankunited
BKU
$2.93B
| $502K | ﹤0.01% |
14,881
-1,465
| -9% | -$49.4K |
|
|
CLR
1941
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $499K | ﹤0.01% |
15,421
-477
| -3% | -$15.4K |
|
|
ELME
1942
Elme Communities
ELME
$1.52B
| $496K | ﹤0.01% |
15,564
+3,344
| +27% | +$107K |
|
1943
Choice Hotels
CHH
$5.41B
| $495K | ﹤0.01% |
7,703
-13,493
| -64% | -$867K |
|
|
SPLK
1944
DELISTED
Splunk Inc
SPLK
| $492K | ﹤0.01% |
8,642
-11,482
| -57% | -$654K |
|
|
RPAI
1945
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $487K | ﹤0.01% |
39,867
-892
| -2% | -$10.9K |
|
1946
RingCentral
RNG
$2.89B
| $485K | ﹤0.01% |
13,264
+4,898
| +59% | +$179K |
|
|
CORR
1947
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $478K | ﹤0.01% |
+14,223
| New | +$478K |
|
1948
Kadant
KAI
$3.85B
| $475K | ﹤0.01% |
+6,316
| New | +$475K |
|
|
DOOR
1949
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $475K | ﹤0.01% |
6,297
+1,994
| +46% | +$150K |
|
1950
Pathward Financial
CASH
$1.74B
| $471K | ﹤0.01% |
15,864
-1,728
| -10% | -$51.3K |
|