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 |
Welltower
WELL
|
$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$130M |
| 3 |
Regency Centers
REG
|
$128M |
| 4 |
Extra Space Storage
EXR
|
$115M |
| 5 |
Walmart
WMT
|
$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
$223M |
| 2 |
Willis Towers Watson
WTW
|
$177M |
| 3 |
Public Storage
PSA
|
$177M |
| 4 |
Signet Jewelers
SIG
|
$144M |
| 5 |
Host Hotels & Resorts
HST
|
$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FIT
1976
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $241K | ﹤0.01% |
15,922
+3,343
| +27% | +$50.6K |
|
|
DRII
1977
DELISTED
DIAMOND RESORTS INTL, INC
DRII
| $241K | ﹤0.01% |
9,900
+630
| +7% | +$15.3K |
|
|
KNL
1978
DELISTED
Knoll, Inc.
KNL
| $239K | ﹤0.01% |
11,035
+448
| +4% | +$9.7K |
|
1979
Delek US
DK
$1.67B
| $238K | ﹤0.01% |
15,614
+2,609
| +20% | +$39.8K |
|
|
CSOD
1980
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $237K | ﹤0.01% |
7,224
+146
| +2% | +$4.79K |
|
|
ARI
1981
Apollo Commercial Real Estate
ARI
$1.47B
| $236K | ﹤0.01% |
14,457
+299
| +2% | +$4.88K |
|
|
MNDT
1982
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $236K | ﹤0.01% |
13,108
-12,230
| -48% | -$220K |
|
|
NYRT
1983
DELISTED
New York REIT, Inc.
NYRT
| $234K | ﹤0.01% |
23,129
+891
| +4% | +$9.01K |
|
1984
Columbia Sportswear
COLM
$3.05B
| $233K | ﹤0.01% |
+3,885
| New | +$233K |
|
|
WEB
1985
DELISTED
Web.com Group, Inc.
WEB
| $232K | ﹤0.01% |
11,696
+655
| +6% | +$13K |
|
1986
Artisan Partners
APAM
$3.3B
| $230K | ﹤0.01% |
7,446
+479
| +7% | +$14.8K |
|
1987
Scorpio Tankers
STNG
$2.57B
| $230K | ﹤0.01% |
39,536
+3,429
| +9% | +$19.9K |
|
1988
RBC Bearings
RBC
$12.3B
| $229K | ﹤0.01% |
+3,129
| New | +$229K |
|
1989
Evertec
EVTC
$2.28B
| $228K | ﹤0.01% |
16,321
+530
| +3% | +$7.4K |
|
1990
Huron Consulting
HURN
$2.37B
| $228K | ﹤0.01% |
3,924
-443
| -10% | -$25.7K |
|
1991
Acco Brands
ACCO
$362M
| $226K | ﹤0.01% |
25,178
+471
| +2% | +$4.23K |
|
|
MEG
1992
DELISTED
Media General, Inc
MEG
| $223K | ﹤0.01% |
13,655
+539
| +4% | +$8.8K |
|
|
MDR
1993
DELISTED
McDermott International
MDR
| $222K | ﹤0.01% |
54,222
+3,336
| +7% | +$13.7K |
|
|
AVG
1994
DELISTED
AVG Technologies N.V.
AVG
| $222K | ﹤0.01% |
+10,691
| New | +$222K |
|
1995
Pricesmart
PSMT
$3.3B
| $221K | ﹤0.01% |
2,608
+53
| +2% | +$4.49K |
|
|
BUFF
1996
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
| $221K | ﹤0.01% |
+8,632
| New | +$221K |
|
1997
Element Solutions
ESI
$6.21B
| $220K | ﹤0.01% |
25,615
-5,684,075
| -100% | -$48.8M |
|
1998
Nelnet
NNI
$4.65B
| $219K | ﹤0.01% |
+5,575
| New | +$219K |
|
|
GIMO
1999
DELISTED
Gigamon Inc.
GIMO
| $219K | ﹤0.01% |
+7,054
| New | +$219K |
|
|
AXLL
2000
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $218K | ﹤0.01% |
+9,978
| New | +$218K |
|