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 |
ANSS
Ansys
ANSS
|
+$196M |
| 2 |
Hyatt Hotels
H
|
+$166M |
| 3 |
Prologis
PLD
|
+$160M |
| 4 |
RP
RealPage, Inc.
RP
|
+$160M |
| 5 |
WIX.com
WIX
|
+$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$367M |
| 2 |
Moody's
MCO
|
+$303M |
| 3 |
Ross Stores
ROST
|
+$252M |
| 4 |
Dentsply Sirona
XRAY
|
+$213M |
| 5 |
Autodesk
ADSK
|
+$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
UN
1976
DELISTED
Unilever NV New York Registry Shares
UN
| $460K | ﹤0.01% |
8,284
-286
| -3% | -$15.9K |
|
1977
Columbia Sportswear
COLM
$3.03B
| $458K | ﹤0.01% |
4,916
-3,270
| -40% | -$305K |
|
1978
James Hardie Industries plc
JHX
$11.3B
| $458K | ﹤0.01% |
30,000
-1,000
| -3% | -$15.3K |
|
|
BOLD
1979
DELISTED
Audentes Therapeutics, Inc
BOLD
| $456K | ﹤0.01% |
11,499
+6,269
| +120% | +$249K |
|
1980
Brookdale Senior Living
BKD
$1.81B
| $454K | ﹤0.01% |
46,186
-279
| -0.6% | -$2.74K |
|
1981
Box
BOX
$4.86B
| $442K | ﹤0.01% |
18,504
+4,075
| +28% | +$97.3K |
|
1982
Banco Bilbao Vizcaya Argentaria
BBVA
$107B
| $441K | ﹤0.01% |
70,000
| – | – |
|
1983
Chegg
CHGG
$168M
| $440K | ﹤0.01% |
15,478
+3,410
| +28% | +$96.9K |
|
1984
TherapeuticsMD
TXMD
$12.5M
| $439K | ﹤0.01% |
1,337
+320
| +31% | +$105K |
|
|
PNK
1985
DELISTED
Pinnacle Entertainment Inc.
PNK
| $439K | ﹤0.01% |
13,031
+3,132
| +32% | +$106K |
|
|
CMCM
1986
Cheetah Mobile
CMCM
$217M
| $437K | ﹤0.01% |
+8,893
| New | +$437K |
|
1987
Conduent
CNDT
$442M
| $437K | ﹤0.01% |
19,426
-876
| -4% | -$19.7K |
|
1988
Spectrum Brands
SPB
$1.35B
| $436K | ﹤0.01% |
+5,838
| New | +$436K |
|
|
GTHX
1989
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
| $435K | ﹤0.01% |
+8,307
| New | +$435K |
|
1990
Cimpress
CMPR
$1.53B
| $434K | ﹤0.01% |
3,180
+682
| +27% | +$93.1K |
|
1991
Opko Health
OPK
$1.12B
| $432K | ﹤0.01% |
124,858
+406
| +0.3% | +$1.41K |
|
1992
Red Rock Resorts
RRR
$3.63B
| $430K | ﹤0.01% |
16,148
+8,265
| +105% | +$220K |
|
1993
Apple Hospitality REIT
APLE
$2.99B
| $429K | ﹤0.01% |
24,519
-1,455
| -6% | -$25.5K |
|
1994
Erie Indemnity
ERIE
$17.3B
| $428K | ﹤0.01% |
3,355
+933
| +39% | +$119K |
|
|
IBKC
1995
DELISTED
IBERIABANK Corp
IBKC
| $427K | ﹤0.01% |
5,245
-511
| -9% | -$41.6K |
|
|
EQC
1996
DELISTED
Equity Commonwealth
EQC
| $426K | ﹤0.01% |
13,275
-740
| -5% | -$23.7K |
|
|
ISBC
1997
DELISTED
Investors Bancorp, Inc.
ISBC
| $423K | ﹤0.01% |
34,445
-2,486
| -7% | -$30.5K |
|
|
S
1998
DELISTED
Sprint Corporation
S
| $422K | ﹤0.01% |
64,497
-3,525
| -5% | -$23.1K |
|
1999
Marcus & Millichap
MMI
$1.27B
| $420K | ﹤0.01% |
12,100
+174
| +1% | +$6.04K |
|
2000
Brown-Forman Class A
BF.A
$13.2B
| $418K | ﹤0.01% |
8,222
+1,266
| +18% | +$64.4K |
|