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 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
CVR Energy
CVI
$3.16B
| $612K | ﹤0.01% |
+16,428
| New | +$612K |
|
1927
Apple Hospitality REIT
APLE
$3.09B
| $611K | ﹤0.01% |
31,150
+655
| +2% | +$12.8K |
|
1928
Palo Alto Networks
PANW
$130B
| $609K | ﹤0.01% |
25,218
-1,932
| -7% | -$46.7K |
|
1929
Ultragenyx Pharmaceutical
RARE
$3.07B
| $609K | ﹤0.01% |
13,142
-59,247
| -82% | -$2.75M |
|
1930
Vistra
VST
$63.7B
| $606K | ﹤0.01% |
33,056
+993
| +3% | +$18.2K |
|
1931
Bankunited
BKU
$2.93B
| $604K | ﹤0.01% |
14,836
+318
| +2% | +$12.9K |
|
1932
Diageo
DEO
$61.3B
| $602K | ﹤0.01% |
4,117
-750
| -15% | -$110K |
|
1933
Bruker
BRKR
$4.68B
| $595K | ﹤0.01% |
17,344
-1,295
| -7% | -$44.4K |
|
1934
Westlake Corp
WLK
$11.5B
| $591K | ﹤0.01% |
5,550
-174
| -3% | -$18.5K |
|
1935
Evertec
EVTC
$2.21B
| $588K | ﹤0.01% |
43,102
+2,942
| +7% | +$40.1K |
|
1936
Assured Guaranty
AGO
$3.91B
| $586K | ﹤0.01% |
17,311
-125,936
| -88% | -$4.26M |
|
1937
Gray Television
GTN
$625M
| $574K | ﹤0.01% |
34,266
-1,971
| -5% | -$33K |
|
1938
RLJ Lodging Trust
RLJ
$1.18B
| $558K | ﹤0.01% |
25,396
+1,786
| +8% | +$39.2K |
|
1939
Kadant
KAI
$3.85B
| $557K | ﹤0.01% |
5,543
-265
| -5% | -$26.6K |
|
1940
Heritage Financial
HFWA
$842M
| $544K | ﹤0.01% |
17,666
+7,344
| +71% | +$226K |
|
1941
Generac Holdings
GNRC
$10.6B
| $542K | ﹤0.01% |
10,951
+392
| +4% | +$19.4K |
|
1942
Madison Square Garden
MSGS
$4.71B
| $537K | ﹤0.01% |
3,568
-111
| -3% | -$16.7K |
|
1943
Anywhere Real Estate
HOUS
$724M
| $532K | ﹤0.01% |
20,090
+1,047
| +5% | +$27.7K |
|
1944
National Health Investors
NHI
$3.72B
| $532K | ﹤0.01% |
7,059
-18
| -0.3% | -$1.36K |
|
|
IMMU
1945
DELISTED
Immunomedics Inc
IMMU
| $529K | ﹤0.01% |
32,729
+18,351
| +128% | +$297K |
|
1946
PJT Partners
PJT
$4.38B
| $528K | ﹤0.01% |
11,588
+1,325
| +13% | +$60.4K |
|
|
CIM
1947
Chimera Investment
CIM
$1.2B
| $524K | ﹤0.01% |
9,446
+369
| +4% | +$20.5K |
|
|
PE
1948
DELISTED
PARSLEY ENERGY INC
PE
| $524K | ﹤0.01% |
17,783
-12,058
| -40% | -$355K |
|
|
ALX
1949
Alexander's
ALX
$1.2B
| $522K | ﹤0.01% |
1,318
+355
| +37% | +$141K |
|
1950
Omeros
OMER
$284M
| $519K | ﹤0.01% |
+26,710
| New | +$519K |
|