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 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MFA
1976
MFA Financial
MFA
$1.07B
| $459K | ﹤0.01% |
14,483
+290
| +2% | +$9.19K |
|
|
USG
1977
DELISTED
Usg
USG
| $458K | ﹤0.01% |
11,867
+729
| +7% | +$28.1K |
|
|
RPAI
1978
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $457K | ﹤0.01% |
34,010
-385
| -1% | -$5.17K |
|
|
RXDX
1979
DELISTED
Ignyta, Inc.
RXDX
| $452K | ﹤0.01% |
+16,947
| New | +$452K |
|
1980
Erie Indemnity
ERIE
$17.5B
| $452K | ﹤0.01% |
3,708
+154
| +4% | +$18.8K |
|
1981
Prothena Corp
PRTA
$460M
| $452K | ﹤0.01% |
12,060
+6,306
| +110% | +$236K |
|
|
PDM
1982
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $446K | ﹤0.01% |
22,740
-263,605
| -92% | -$5.17M |
|
|
PGRE
1983
Paramount Group
PGRE
$1.66B
| $437K | ﹤0.01% |
27,561
-499
| -2% | -$7.91K |
|
1984
Spectrum Brands
SPB
$1.38B
| $434K | ﹤0.01% |
+3,863
| New | +$434K |
|
|
LGF.A
1985
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $433K | ﹤0.01% |
12,800
+44
| +0.3% | +$1.49K |
|
|
SC
1986
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $433K | ﹤0.01% |
23,245
+817
| +4% | +$15.2K |
|
1987
Preferred Bank
PFBC
$1.18B
| $429K | ﹤0.01% |
7,299
+395
| +6% | +$23.2K |
|
1988
Helios Technologies
HLIO
$1.84B
| $428K | ﹤0.01% |
6,611
+2,234
| +51% | +$145K |
|
|
EBSB
1989
DELISTED
Meridian Bancorp, Inc.
EBSB
| $423K | ﹤0.01% |
20,552
-329
| -2% | -$6.77K |
|
1990
AXIS Capital
AXS
$7.62B
| $422K | ﹤0.01% |
8,388
-3,053
| -27% | -$154K |
|
1991
Bank of N.T. Butterfield & Son
NTB
$1.86B
| $421K | ﹤0.01% |
11,599
+5,473
| +89% | +$199K |
|
1992
HEICO
HEI
$44.8B
| $419K | ﹤0.01% |
8,680
-521
| -6% | -$25.2K |
|
|
ZNGA
1993
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $418K | ﹤0.01% |
104,561
-1,395
| -1% | -$5.58K |
|
1994
Lakeland Financial Corp
LKFN
$1.73B
| $417K | ﹤0.01% |
8,607
-5,567
| -39% | -$270K |
|
1995
Empire State Realty Trust
ESRT
$1.35B
| $416K | ﹤0.01% |
20,271
+790
| +4% | +$16.2K |
|
|
IBKC
1996
DELISTED
IBERIABANK Corp
IBKC
| $415K | ﹤0.01% |
5,355
-106,500
| -95% | -$8.25M |
|
|
CXP
1997
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $414K | ﹤0.01% |
18,041
-598
| -3% | -$13.7K |
|
|
MYOK
1998
DELISTED
MyoKardia, Inc. Common Stock
MYOK
| $412K | ﹤0.01% |
+9,793
| New | +$412K |
|
|
FNSR
1999
DELISTED
Finisar Corp
FNSR
| $410K | ﹤0.01% |
20,146
+44
| +0.2% | +$895 |
|
2000
Diamond Hill
DHIL
$388M
| $409K | ﹤0.01% |
1,980
+492
| +33% | +$102K |
|