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 | |
|---|---|---|---|---|---|---|
|
HRG
1951
DELISTED
HRG Group, Inc.
HRG
| $470K | ﹤0.01% |
26,557
+1,088
| +4% | +$19.3K |
|
1952
Acadia Pharmaceuticals
ACAD
$4.26B
| $469K | ﹤0.01% |
16,810
+579
| +4% | +$16.2K |
|
1953
HubSpot
HUBS
$25.7B
| $468K | ﹤0.01% |
7,114
+2,957
| +71% | +$195K |
|
1954
NMI Holdings
NMIH
$3.1B
| $467K | ﹤0.01% |
+40,784
| New | +$467K |
|
1955
Northern Oil and Gas
NOG
$2.42B
| $465K | ﹤0.01% |
33,236
+64
| +0.2% | +$895 |
|
|
RGC
1956
DELISTED
Regal Entertainment Group
RGC
| $465K | ﹤0.01% |
22,726
+3,824
| +20% | +$78.2K |
|
|
WBT
1957
DELISTED
Welbilt, Inc.
WBT
| $462K | ﹤0.01% |
24,490
-474
| -2% | -$8.94K |
|
1958
Puma Biotechnology
PBYI
$253M
| $460K | ﹤0.01% |
+5,258
| New | +$460K |
|
1959
RLJ Lodging Trust
RLJ
$1.18B
| $459K | ﹤0.01% |
23,109
+1,465
| +7% | +$29.1K |
|
|
PGRE
1960
Paramount Group
PGRE
$1.66B
| $451K | ﹤0.01% |
28,196
-2,277
| -7% | -$36.4K |
|
1961
Westlake Corp
WLK
$11.5B
| $451K | ﹤0.01% |
6,805
+435
| +7% | +$28.8K |
|
|
ATHN
1962
DELISTED
Athenahealth, Inc.
ATHN
| $449K | ﹤0.01% |
3,194
-3,788
| -54% | -$533K |
|
|
VWR
1963
DELISTED
VWR Corporation
VWR
| $449K | ﹤0.01% |
13,601
-3,738
| -22% | -$123K |
|
1964
SouthState Bank Corporation
SSB
$10.4B
| $446K | ﹤0.01% |
5,208
+2,070
| +66% | +$177K |
|
|
TMX
1965
DELISTED
Terminix Global Holdings, Inc.
TMX
| $445K | ﹤0.01% |
16,959
-19,346
| -53% | -$508K |
|
1966
HEICO
HEI
$44.8B
| $444K | ﹤0.01% |
12,078
+713
| +6% | +$26.2K |
|
1967
Forum Energy Technologies
FET
$309M
| $440K | ﹤0.01% |
1,410
+855
| +154% | +$267K |
|
1968
Radian Group
RDN
$4.79B
| $440K | ﹤0.01% |
26,881
+904
| +3% | +$14.8K |
|
1969
Stock Yards Bancorp
SYBT
$2.34B
| $439K | ﹤0.01% |
+11,273
| New | +$439K |
|
|
CXP
1970
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $439K | ﹤0.01% |
19,598
-2,637
| -12% | -$59.1K |
|
|
ISBC
1971
DELISTED
Investors Bancorp, Inc.
ISBC
| $430K | ﹤0.01% |
32,166
-17,417
| -35% | -$233K |
|
|
AERI
1972
DELISTED
Aerie Pharmaceuticals, Inc.
AERI
| $427K | ﹤0.01% |
+8,124
| New | +$427K |
|
1973
CBIZ
CBZ
$3.23B
| $421K | ﹤0.01% |
+28,096
| New | +$421K |
|
1974
Premier
PINC
$2.13B
| $420K | ﹤0.01% |
11,663
-906
| -7% | -$32.6K |
|
1975
Armstrong World Industries
AWI
$8.58B
| $418K | ﹤0.01% |
+9,095
| New | +$418K |
|