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 | |
|---|---|---|---|---|---|---|
|
AIMT
1951
DELISTED
Aimmune Therapeutics, Inc.
AIMT
| $519K | ﹤0.01% |
+13,736
| New | +$519K |
|
1952
WSFS Financial
WSFS
$3.26B
| $518K | ﹤0.01% |
10,822
-3,521
| -25% | -$169K |
|
1953
Brown-Forman Class A
BF.A
$13.8B
| $517K | ﹤0.01% |
9,610
+4,012
| +72% | +$216K |
|
1954
Pacira BioSciences
PCRX
$1.19B
| $512K | ﹤0.01% |
+11,236
| New | +$512K |
|
1955
Hyatt Hotels
H
$13.8B
| $511K | ﹤0.01% |
6,948
+30
| +0.4% | +$2.21K |
|
1956
Outfront Media
OUT
$3.05B
| $509K | ﹤0.01% |
22,294
+775
| +4% | +$17.7K |
|
|
GBT
1957
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $507K | ﹤0.01% |
+12,890
| New | +$507K |
|
1958
SAP
SAP
$313B
| $506K | ﹤0.01% |
+4,500
| New | +$506K |
|
1959
Arbor Realty Trust
ABR
$2.34B
| $504K | ﹤0.01% |
+58,377
| New | +$504K |
|
1960
Federal Agricultural Mortgage
AGM
$2.25B
| $496K | ﹤0.01% |
6,339
+2,808
| +80% | +$220K |
|
1961
GSK
GSK
$81.5B
| $495K | ﹤0.01% |
11,166
| – | – |
|
|
IMGN
1962
DELISTED
Immunogen Inc
IMGN
| $492K | ﹤0.01% |
76,762
+63,708
| +488% | +$408K |
|
1963
Performance Food Group
PFGC
$16.5B
| $488K | ﹤0.01% |
14,754
+6,369
| +76% | +$211K |
|
|
XENT
1964
DELISTED
Intersect ENT, Inc
XENT
| $487K | ﹤0.01% |
+15,040
| New | +$487K |
|
|
NUAN
1965
DELISTED
Nuance Communications, Inc.
NUAN
| $486K | ﹤0.01% |
34,364
-8,964
| -21% | -$127K |
|
1966
JELD-WEN Holding
JELD
$577M
| $481K | ﹤0.01% |
12,228
+1,732
| +17% | +$68.1K |
|
|
CHMI
1967
Cherry Hill Mortgage Investment Corp
CHMI
$105M
| $478K | ﹤0.01% |
+26,556
| New | +$478K |
|
1968
WESCO International
WCC
$10.7B
| $478K | ﹤0.01% |
7,012
+562
| +9% | +$38.3K |
|
1969
Popular Inc
BPOP
$8.47B
| $476K | ﹤0.01% |
13,403
-1,053
| -7% | -$37.4K |
|
1970
Radian Group
RDN
$4.79B
| $472K | ﹤0.01% |
22,916
+322
| +1% | +$6.63K |
|
1971
Choice Hotels
CHH
$5.41B
| $471K | ﹤0.01% |
6,069
-190
| -3% | -$14.7K |
|
|
WBT
1972
DELISTED
Welbilt, Inc.
WBT
| $470K | ﹤0.01% |
20,010
-1,398
| -7% | -$32.8K |
|
1973
MGP Ingredients
MGPI
$622M
| $468K | ﹤0.01% |
6,086
-15
| -0.2% | -$1.15K |
|
1974
Brookdale Senior Living
BKD
$1.83B
| $463K | ﹤0.01% |
47,752
+22,989
| +93% | +$223K |
|
|
PFPT
1975
DELISTED
Proofpoint, Inc.
PFPT
| $461K | ﹤0.01% |
5,194
+128
| +3% | +$11.4K |
|