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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Marcus & Millichap
MMI
$1.27B
| $465K | ﹤0.01% |
+11,926
| New | +$465K |
|
|
HOME
1977
DELISTED
At Home Group Inc.
HOME
| $464K | ﹤0.01% |
+11,846
| New | +$464K |
|
1978
Apple Hospitality REIT
APLE
$2.99B
| $464K | ﹤0.01% |
25,974
-4,161
| -14% | -$74.3K |
|
1979
Stoneridge
SRI
$230M
| $464K | ﹤0.01% |
+13,215
| New | +$464K |
|
1980
Essent Group
ESNT
$6.21B
| $460K | ﹤0.01% |
12,835
+331
| +3% | +$11.9K |
|
1981
Choice Hotels
CHH
$5.27B
| $456K | ﹤0.01% |
6,029
+86
| +1% | +$6.51K |
|
|
CSOD
1982
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $453K | ﹤0.01% |
9,554
+3,977
| +71% | +$189K |
|
1983
Denny's
DENN
$259M
| $450K | ﹤0.01% |
28,216
+16,746
| +146% | +$267K |
|
1984
Zillow
Z
$21.1B
| $450K | ﹤0.01% |
+7,617
| New | +$450K |
|
1985
Madison Square Garden
MSGS
$4.96B
| $447K | ﹤0.01% |
2,019
-1,794
| -47% | -$397K |
|
1986
Triumph Financial, Inc.
TFIN
$1.48B
| $445K | ﹤0.01% |
10,911
+356
| +3% | +$14.5K |
|
|
EQC
1987
DELISTED
Equity Commonwealth
EQC
| $441K | ﹤0.01% |
+14,015
| New | +$441K |
|
1988
Bruker
BRKR
$4.73B
| $436K | ﹤0.01% |
15,030
-2,821
| -16% | -$81.8K |
|
|
IBKC
1989
DELISTED
IBERIABANK Corp
IBKC
| $436K | ﹤0.01% |
5,756
+401
| +7% | +$30.4K |
|
1990
Atara Biotherapeutics
ATRA
$83.9M
| $433K | ﹤0.01% |
471
+251
| +114% | +$231K |
|
1991
CommScope
COMM
$3.59B
| $432K | ﹤0.01% |
14,784
-15,203
| -51% | -$444K |
|
1992
Air Lease Corp
AL
$7.11B
| $429K | ﹤0.01% |
10,211
-3,318
| -25% | -$139K |
|
1993
Brookdale Senior Living
BKD
$1.81B
| $422K | ﹤0.01% |
46,465
-10,885
| -19% | -$98.9K |
|
|
GTT
1994
DELISTED
GTT Communications, Inc.
GTT
| $422K | ﹤0.01% |
9,376
-15,620
| -62% | -$703K |
|
|
ALX
1995
Alexander's
ALX
$1.21B
| $421K | ﹤0.01% |
1,100
-414
| -27% | -$158K |
|
|
CIM
1996
Chimera Investment
CIM
$1.18B
| $421K | ﹤0.01% |
7,676
-1,443
| -16% | -$79.1K |
|
1997
Hyatt Hotels
H
$13.8B
| $421K | ﹤0.01% |
5,451
-896
| -14% | -$69.2K |
|
1998
Abeona Therapeutics
ABEO
$350M
| $419K | ﹤0.01% |
1,048
+395
| +60% | +$158K |
|
1999
Bank of N.T. Butterfield & Son
NTB
$1.87B
| $418K | ﹤0.01% |
9,147
-601
| -6% | -$27.5K |
|
2000
OneMain Financial
OMF
$7.23B
| $417K | ﹤0.01% |
12,521
+2,427
| +24% | +$80.8K |
|