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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Empire State Realty Trust
ESRT
$1.32B
| $417K | ﹤0.01% |
20,097
-4,794
| -19% | -$99.5K |
|
1977
Performance Food Group
PFGC
$16.2B
| $415K | ﹤0.01% |
+15,147
| New | +$415K |
|
1978
Insulet
PODD
$24.2B
| $415K | ﹤0.01% |
8,088
-83
| -1% | -$4.26K |
|
1979
Travere Therapeutics
TVTX
$1.75B
| $414K | ﹤0.01% |
21,334
+8,596
| +67% | +$167K |
|
1980
PJT Partners
PJT
$4.24B
| $413K | ﹤0.01% |
10,263
+2,351
| +30% | +$94.6K |
|
1981
Opko Health
OPK
$1.1B
| $412K | ﹤0.01% |
62,748
-6,350
| -9% | -$41.7K |
|
|
ZNGA
1982
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $410K | ﹤0.01% |
112,517
+19,655
| +21% | +$71.6K |
|
|
XHR
1983
Xenia Hotels & Resorts
XHR
$1.37B
| $408K | ﹤0.01% |
21,041
+1,388
| +7% | +$26.9K |
|
|
GRA
1984
DELISTED
W.R. Grace & Co.
GRA
| $404K | ﹤0.01% |
5,615
-2,736
| -33% | -$197K |
|
1985
Brookdale Senior Living
BKD
$1.83B
| $401K | ﹤0.01% |
27,284
+3,294
| +14% | +$48.4K |
|
|
SMRT
1986
DELISTED
Stein Mart Inc
SMRT
| $400K | ﹤0.01% |
236,851
+1,592
| +0.7% | +$2.69K |
|
1987
Eagle Bancorp
EGBN
$595M
| $398K | ﹤0.01% |
6,283
-478
| -7% | -$30.3K |
|
1988
ProQR Therapeutics
PRQR
$256M
| $398K | ﹤0.01% |
76,494
| – | – |
|
|
CSII
1989
DELISTED
Cardiovascular Systems, Inc.
CSII
| $398K | ﹤0.01% |
+12,356
| New | +$398K |
|
1990
BancFirst
BANF
$4.45B
| $397K | ﹤0.01% |
8,224
+3,050
| +59% | +$147K |
|
1991
Melco Resorts & Entertainment
MLCO
$3.95B
| $396K | ﹤0.01% |
17,638
+4,065
| +30% | +$91.3K |
|
1992
Lakeland Financial Corp
LKFN
$1.7B
| $384K | ﹤0.01% |
8,378
-5,847
| -41% | -$268K |
|
|
DFT
1993
DELISTED
DuPont Fabros Technology Inc.
DFT
| $381K | ﹤0.01% |
6,235
-9,403
| -60% | -$575K |
|
|
FNSR
1994
DELISTED
Finisar Corp
FNSR
| $381K | ﹤0.01% |
14,646
-53,793
| -79% | -$1.4M |
|
|
ZEN
1995
DELISTED
ZENDESK INC
ZEN
| $376K | ﹤0.01% |
13,522
+1,917
| +17% | +$53.3K |
|
|
TAHO
1996
DELISTED
Tahoe Resources Inc
TAHO
| $375K | ﹤0.01% |
43,523
+6,100
| +16% | +$52.6K |
|
|
BUFF
1997
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
| $374K | ﹤0.01% |
16,377
+3,331
| +26% | +$76.1K |
|
|
AGR
1998
DELISTED
Avangrid, Inc.
AGR
| $369K | ﹤0.01% |
8,360
-477
| -5% | -$21.1K |
|
|
SIX
1999
DELISTED
Six Flags Entertainment Corp.
SIX
| $369K | ﹤0.01% |
6,192
-7,452
| -55% | -$444K |
|
|
USG
2000
DELISTED
Usg
USG
| $369K | ﹤0.01% |
12,705
-1,879
| -13% | -$54.6K |
|