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 |
Signet Jewelers
SIG
|
+$185M |
| 2 |
Alexandria Real Estate Equities
ARE
|
+$136M |
| 3 |
Public Storage
PSA
|
+$133M |
| 4 |
SBA Communications
SBAC
|
+$99.5M |
| 5 |
Element Solutions
ESI
|
+$83.7M |
Top Sells
| 1 |
Williams Companies
WMB
|
+$220M |
| 2 |
Extra Space Storage
EXR
|
+$143M |
| 3 |
Vornado Realty Trust
VNO
|
+$141M |
| 4 |
Kinder Morgan
KMI
|
+$136M |
| 5 |
Charles Schwab
SCHW
|
+$101M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Real Estate | 13.83% |
| 3 | Technology | 11.71% |
| 4 | Healthcare | 11.51% |
| 5 | Consumer Discretionary | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Pricesmart
PSMT
$3.38B
| $268K | ﹤0.01% |
2,933
-390
| -12% | -$35.6K |
|
1977
SouthState Bank Corporation
SSB
$10.3B
| $267K | ﹤0.01% |
3,513
-486
| -12% | -$36.9K |
|
1978
Denny's
DENN
$237M
| $266K | ﹤0.01% |
22,892
-2,395
| -9% | -$27.8K |
|
1979
Insulet
PODD
$24.6B
| $265K | ﹤0.01% |
8,556
-1,511
| -15% | -$46.8K |
|
|
KITE
1980
DELISTED
Kite Pharma, Inc.
KITE
| $265K | ﹤0.01% |
+4,347
| New | +$265K |
|
|
OVTI
1981
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
| $264K | ﹤0.01% |
10,081
-19
| -0.2% | -$498 |
|
1982
Ironwood Pharmaceuticals
IRWD
$184M
| $262K | ﹤0.01% |
25,924
-515
| -2% | -$5.21K |
|
1983
Mueller Water Products
MWA
$4.18B
| $258K | ﹤0.01% |
28,394
-1,561
| -5% | -$14.2K |
|
|
TTPH
1984
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
| $258K | ﹤0.01% |
+272
| New | +$258K |
|
1985
Churchill Downs
CHDN
$7.01B
| $253K | ﹤0.01% |
12,156
-2,526
| -17% | -$52.6K |
|
|
SYNT
1986
DELISTED
Syntel Inc
SYNT
| $253K | ﹤0.01% |
5,330
-317
| -6% | -$15K |
|
|
BLOX
1987
DELISTED
Infoblox Inc
BLOX
| $253K | ﹤0.01% |
9,640
-898
| -9% | -$23.6K |
|
|
ESGR
1988
DELISTED
Enstar Group
ESGR
| $251K | ﹤0.01% |
1,617
+25
| +2% | +$3.88K |
|
|
TFCF
1989
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $249K | ﹤0.01% |
+7,715
| New | +$249K |
|
1990
Prothena Corp
PRTA
$457M
| $248K | ﹤0.01% |
+4,716
| New | +$248K |
|
|
NYRT
1991
DELISTED
New York REIT, Inc.
NYRT
| $248K | ﹤0.01% |
2,494
-127
| -5% | -$12.6K |
|
|
DPLO
1992
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $244K | ﹤0.01% |
+5,454
| New | +$244K |
|
|
TRNX
1993
DELISTED
TORNIER N V SHARES (NLD)
TRNX
| $244K | ﹤0.01% |
+9,751
| New | +$244K |
|
1994
TriMas Corp
TRS
$1.59B
| $243K | ﹤0.01% |
10,283
-956
| -9% | -$22.6K |
|
|
MEG
1995
DELISTED
Media General, Inc
MEG
| $243K | ﹤0.01% |
14,711
+1,747
| +13% | +$28.9K |
|
|
SIR
1996
DELISTED
SELECT INCOME REIT
SIR
| $242K | ﹤0.01% |
+26,643
| New | +$242K |
|
1997
Fresh Del Monte Produce
FDP
$1.72B
| $241K | ﹤0.01% |
6,235
-541
| -8% | -$20.9K |
|
1998
PENN Entertainment
PENN
$2.93B
| $241K | ﹤0.01% |
13,112
-1,282
| -9% | -$23.6K |
|
|
MACK
1999
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
| $241K | ﹤0.01% |
2,481
+120
| +5% | +$11.7K |
|
2000
Trex
TREX
$6.77B
| $239K | ﹤0.01% |
19,344
-1,768
| -8% | -$21.8K |
|