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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DOOR
1976
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $256K | ﹤0.01% |
4,111
-1,850
| -31% | -$115K |
|
1977
Golar LNG
GLNG
$4.23B
| $255K | ﹤0.01% |
12,010
+124
| +1% | +$2.63K |
|
|
FOE
1978
DELISTED
Ferro Corporation
FOE
| $254K | ﹤0.01% |
18,379
+7,247
| +65% | +$100K |
|
1979
Kennedy-Wilson Holdings
KW
$1.2B
| $253K | ﹤0.01% |
11,230
+202
| +2% | +$4.55K |
|
1980
Artisan Partners
APAM
$3.28B
| $252K | ﹤0.01% |
9,274
-625
| -6% | -$17K |
|
|
HRG
1981
DELISTED
HRG Group, Inc.
HRG
| $252K | ﹤0.01% |
16,050
+178
| +1% | +$2.8K |
|
|
ISEE
1982
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $250K | ﹤0.01% |
5,427
+61
| +1% | +$2.81K |
|
|
ABCO
1983
DELISTED
Advisory Board Co/The
ABCO
| $248K | ﹤0.01% |
+5,540
| New | +$248K |
|
1984
Lennar Class B
LEN.B
$33.9B
| $247K | ﹤0.01% |
+7,889
| New | +$247K |
|
1985
Myriad Genetics
MYGN
$649M
| $247K | ﹤0.01% |
12,013
+133
| +1% | +$2.74K |
|
|
FPRX
1986
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $247K | ﹤0.01% |
+4,698
| New | +$247K |
|
|
CVT
1987
DELISTED
CVENT, INC.
CVT
| $247K | ﹤0.01% |
+7,774
| New | +$247K |
|
|
KNL
1988
DELISTED
Knoll, Inc.
KNL
| $246K | ﹤0.01% |
10,780
+119
| +1% | +$2.72K |
|
|
MORE
1989
DELISTED
Monogram Residential Trust, Inc.
MORE
| $244K | ﹤0.01% |
22,909
-9,213
| -29% | -$98.1K |
|
1990
Capitol Federal Financial
CFFN
$835M
| $242K | ﹤0.01% |
17,219
+178
| +1% | +$2.5K |
|
1991
Denny's
DENN
$259M
| $242K | ﹤0.01% |
22,637
+1,041
| +5% | +$11.1K |
|
1992
SouthState Bank Corporation
SSB
$10.2B
| $240K | ﹤0.01% |
3,193
+33
| +1% | +$2.48K |
|
1993
Shenandoah Telecom
SHEN
$748M
| $238K | ﹤0.01% |
8,760
-168
| -2% | -$4.56K |
|
|
GLF
1994
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $238K | ﹤0.01% |
141,728
-39,752
| -22% | -$66.8K |
|
1995
RPC Inc
RES
$1.01B
| $237K | ﹤0.01% |
+14,097
| New | +$237K |
|
|
IPHI
1996
DELISTED
INPHI CORPORATION
IPHI
| $236K | ﹤0.01% |
+5,435
| New | +$236K |
|
1997
RBC Bearings
RBC
$11.8B
| $235K | ﹤0.01% |
3,069
+35
| +1% | +$2.68K |
|
|
SC
1998
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $235K | ﹤0.01% |
19,304
-1,143
| -6% | -$13.9K |
|
1999
Halozyme
HALO
$8.9B
| $234K | ﹤0.01% |
19,404
+216
| +1% | +$2.61K |
|
2000
Amkor Technology
AMKR
$6.15B
| $233K | ﹤0.01% |
23,936
-1,128
| -5% | -$11K |
|