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 |
Restaurant Brands International
QSR
|
+$225M |
| 2 |
Liberty Media Series C
FWONK
|
+$170M |
| 3 |
Fidelity National Financial
FNF
|
+$169M |
| 4 |
PPL Corp
PPL
|
+$124M |
| 5 |
General Dynamics
GD
|
+$101M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$140M |
| 3 |
LyondellBasell Industries
LYB
|
+$113M |
| 4 |
AbbVie
ABBV
|
+$107M |
| 5 |
Trane Technologies
TT
|
+$95.5M |
Sector Composition
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.9% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CORE
1976
DELISTED
Core Mark Holding Co., Inc.
CORE
| $254K | ﹤0.01% |
8,192
-2,564
| -24% | -$79.5K |
|
|
NYRT
1977
DELISTED
New York REIT, Inc.
NYRT
| $250K | ﹤0.01% |
2,358
-1,008
| -30% | -$107K |
|
|
EDE
1978
DELISTED
Empire District Electric
EDE
| $250K | ﹤0.01% |
8,411
-2,741
| -25% | -$81.5K |
|
1979
XPO
XPO
$15.4B
| $249K | ﹤0.01% |
17,635
-5,748
| -25% | -$81.2K |
|
|
ANAT
1980
DELISTED
American National Group, Inc. Common Stock
ANAT
| $249K | ﹤0.01% |
2,179
+110
| +5% | +$12.6K |
|
1981
Columbia Sportswear
COLM
$3.03B
| $248K | ﹤0.01% |
5,558
-1,310
| -19% | -$58.5K |
|
1982
Tronox
TROX
$755M
| $247K | ﹤0.01% |
10,330
-1,414
| -12% | -$33.8K |
|
|
ONIT
1983
Onity Group Inc.
ONIT
$350M
| $247K | ﹤0.01% |
1,091
-1,609
| -60% | -$364K |
|
1984
Denny's
DENN
$259M
| $246K | ﹤0.01% |
23,907
-7,434
| -24% | -$76.5K |
|
|
INFN
1985
DELISTED
Infinera Corporation Common Stock
INFN
| $246K | ﹤0.01% |
16,708
-3,571
| -18% | -$52.6K |
|
1986
Protolabs
PRLB
$1.18B
| $245K | ﹤0.01% |
3,654
-496
| -12% | -$33.3K |
|
1987
Agios Pharmaceuticals
AGIO
$2.1B
| $244K | ﹤0.01% |
2,182
-2,341
| -52% | -$262K |
|
|
SFLY
1988
DELISTED
Shutterfly, Inc.
SFLY
| $244K | ﹤0.01% |
5,851
-1,783
| -23% | -$74.4K |
|
|
FLTX
1989
DELISTED
Fleetmatics Group PLC
FLTX
| $244K | ﹤0.01% |
6,876
-885
| -11% | -$31.4K |
|
1990
Kennedy-Wilson Holdings
KW
$1.2B
| $243K | ﹤0.01% |
9,622
-2,383
| -20% | -$60.2K |
|
1991
RBC Bearings
RBC
$11.8B
| $242K | ﹤0.01% |
3,746
-1,162
| -24% | -$75.1K |
|
1992
SouthState Bank Corporation
SSB
$10.2B
| $241K | ﹤0.01% |
+3,598
| New | +$241K |
|
1993
Gentherm
THRM
$1.09B
| $240K | ﹤0.01% |
6,548
-812
| -11% | -$29.8K |
|
1994
Vital Energy
VTLE
$606M
| $240K | ﹤0.01% |
1,158
-169
| -13% | -$35K |
|
1995
Celldex Therapeutics
CLDX
$1.61B
| $239K | ﹤0.01% |
872
-118
| -12% | -$32.3K |
|
|
RWT
1996
Redwood Trust
RWT
$801M
| $239K | ﹤0.01% |
12,156
-3,960
| -25% | -$77.9K |
|
|
PLKI
1997
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
| $239K | ﹤0.01% |
4,248
-748
| -15% | -$42.1K |
|
|
ARGO
1998
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $238K | ﹤0.01% |
5,976
-1,949
| -25% | -$77.6K |
|
1999
Rambus
RMBS
$8.02B
| $237K | ﹤0.01% |
21,344
-3,750
| -15% | -$41.6K |
|
|
OVTI
2000
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
| $236K | ﹤0.01% |
9,087
-2,466
| -21% | -$64K |
|