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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brookfield
BN
|
$89.3M |
| 5 |
Hilton Worldwide
HLT
|
$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CSII
1976
DELISTED
Cardiovascular Systems, Inc.
CSII
| $396K | ﹤0.01% |
18,038
+1,666
| +10% | +$36.6K |
|
1977
Helios Technologies
HLIO
$1.75B
| $391K | ﹤0.01% |
7,304
+693
| +10% | +$37.1K |
|
|
PGRE
1978
Paramount Group
PGRE
$1.62B
| $387K | ﹤0.01% |
27,151
-410
| -1% | -$5.84K |
|
1979
Brookdale Senior Living
BKD
$1.81B
| $385K | ﹤0.01% |
57,350
+9,598
| +20% | +$64.4K |
|
|
PDM
1980
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $385K | ﹤0.01% |
21,862
-878
| -4% | -$15.5K |
|
|
AGR
1981
DELISTED
Avangrid, Inc.
AGR
| $382K | ﹤0.01% |
7,478
-332
| -4% | -$17K |
|
1982
Verint Systems
VRNT
$1.23B
| $378K | ﹤0.01% |
8,878
+2,135
| +32% | +$90.9K |
|
|
WBT
1983
DELISTED
Welbilt, Inc.
WBT
| $377K | ﹤0.01% |
19,381
-629
| -3% | -$12.2K |
|
|
HRG
1984
DELISTED
HRG Group, Inc.
HRG
| $377K | ﹤0.01% |
22,857
+914
| +4% | +$15.1K |
|
|
RPAI
1985
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $375K | ﹤0.01% |
32,144
-1,866
| -5% | -$21.8K |
|
|
ZNGA
1986
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $374K | ﹤0.01% |
102,202
-2,359
| -2% | -$8.63K |
|
1987
Peabody Energy
BTU
$2.08B
| $368K | ﹤0.01% |
10,090
-242
| -2% | -$8.83K |
|
1988
CBIZ
CBZ
$3.26B
| $366K | ﹤0.01% |
20,053
+1,883
| +10% | +$34.4K |
|
|
CRCM
1989
DELISTED
CARE.COM, INC.
CRCM
| $364K | ﹤0.01% |
22,367
+7,694
| +52% | +$125K |
|
|
CXP
1990
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $363K | ﹤0.01% |
17,765
-276
| -2% | -$5.64K |
|
1991
BWX Technologies
BWXT
$14.7B
| $359K | ﹤0.01% |
5,645
-8,632
| -60% | -$549K |
|
|
ESGR
1992
DELISTED
Enstar Group
ESGR
| $358K | ﹤0.01% |
1,702
+505
| +42% | +$106K |
|
1993
Etsy
ETSY
$5.15B
| $355K | ﹤0.01% |
12,661
-1,093
| -8% | -$30.6K |
|
1994
Morningstar
MORN
$10.8B
| $353K | ﹤0.01% |
3,697
+564
| +18% | +$53.9K |
|
|
SUM
1995
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $351K | ﹤0.01% |
11,590
-1,330
| -10% | -$40.3K |
|
|
SC
1996
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $350K | ﹤0.01% |
21,471
-1,774
| -8% | -$28.9K |
|
|
CORR
1997
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $349K | ﹤0.01% |
9,303
+875
| +10% | +$32.8K |
|
|
WEB
1998
DELISTED
Web.com Group, Inc.
WEB
| $347K | ﹤0.01% |
19,148
+1,799
| +10% | +$32.6K |
|
1999
Chesapeake Utilities
CPK
$2.9B
| $346K | ﹤0.01% |
4,915
-2,952
| -38% | -$208K |
|
2000
Element Solutions
ESI
$6.07B
| $346K | ﹤0.01% |
35,892
+727
| +2% | +$7.01K |
|