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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Evertec
EVTC
$2.2B
| $264K | ﹤0.01% |
15,791
+393
| +3% | +$6.57K |
|
1977
Kearny Financial
KRNY
$414M
| $262K | ﹤0.01% |
20,654
+8,063
| +64% | +$102K |
|
1978
Smith & Wesson
SWBI
$390M
| $262K | ﹤0.01% |
15,508
-965
| -6% | -$16.3K |
|
1979
Precigen
PGEN
$1.23B
| $261K | ﹤0.01% |
8,748
+433
| +5% | +$12.9K |
|
1980
Huron Consulting
HURN
$2.41B
| $259K | ﹤0.01% |
4,367
-166,019
| -97% | -$9.85M |
|
1981
Ubiquiti
UI
$35.3B
| $259K | ﹤0.01% |
8,187
+1,786
| +28% | +$56.5K |
|
|
BNCL
1982
DELISTED
Beneficial Bancorp, Inc.
BNCL
| $258K | ﹤0.01% |
19,347
+8,213
| +74% | +$110K |
|
1983
CNA Financial
CNA
$12.9B
| $257K | ﹤0.01% |
7,314
+765
| +12% | +$26.9K |
|
1984
XPO
XPO
$15.4B
| $257K | ﹤0.01% |
27,257
+448
| +2% | +$4.22K |
|
|
SC
1985
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $257K | ﹤0.01% |
16,241
-6,569
| -29% | -$104K |
|
|
SEMG
1986
DELISTED
SEMGROUP CORPORATION
SEMG
| $257K | ﹤0.01% |
8,895
+938
| +12% | +$27.1K |
|
|
NYRT
1987
DELISTED
New York REIT, Inc.
NYRT
| $256K | ﹤0.01% |
2,224
+37
| +2% | +$4.26K |
|
1988
Steelcase
SCS
$1.98B
| $253K | ﹤0.01% |
16,972
-38,389
| -69% | -$572K |
|
1989
Ironwood Pharmaceuticals
IRWD
$184M
| $252K | ﹤0.01% |
25,966
+525
| +2% | +$5.1K |
|
1990
Artisan Partners
APAM
$3.29B
| $251K | ﹤0.01% |
6,967
+203
| +3% | +$7.31K |
|
1991
Chesapeake Utilities
CPK
$2.9B
| $251K | ﹤0.01% |
4,417
+370
| +9% | +$21K |
|
1992
Otter Tail
OTTR
$3.47B
| $251K | ﹤0.01% |
9,432
+1,235
| +15% | +$32.9K |
|
1993
Flex
FLEX
$20.9B
| $249K | ﹤0.01% |
+29,526
| New | +$249K |
|
|
SWFT
1994
DELISTED
Swift Transportation Company
SWFT
| $249K | ﹤0.01% |
17,985
+270
| +2% | +$3.74K |
|
1995
Grand Canyon Education
LOPE
$5.77B
| $248K | ﹤0.01% |
6,176
+124
| +2% | +$4.98K |
|
|
ITCI
1996
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $247K | ﹤0.01% |
+4,601
| New | +$247K |
|
|
ARI
1997
Apollo Commercial Real Estate
ARI
$1.53B
| $244K | ﹤0.01% |
+14,158
| New | +$244K |
|
1998
Gray Television
GTN
$597M
| $244K | ﹤0.01% |
14,996
+3,730
| +33% | +$60.7K |
|
|
CSOD
1999
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $244K | ﹤0.01% |
7,078
+143
| +2% | +$4.93K |
|
2000
Zurn Elkay Water Solutions
ZWS
$7.82B
| $243K | ﹤0.01% |
27,845
-11,641
| -29% | -$102K |
|