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 |
Air Products & Chemicals
APD
|
+$203M |
| 2 |
Pfizer
PFE
|
+$117M |
| 3 |
Johnson & Johnson
JNJ
|
+$94.3M |
| 4 |
STJ
St Jude Medical
STJ
|
+$70.6M |
| 5 |
Patterson-UTI
PTEN
|
+$68.8M |
Top Sells
| 1 |
Allstate
ALL
|
+$125M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$120M |
| 3 |
ADT
ADT CORP
ADT
|
+$102M |
| 4 |
Service Corp International
SCI
|
+$63.6M |
| 5 |
Everest Group
EG
|
+$62.6M |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.36% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SAFE
2001
Safehold
SAFE
$1.17B
| $293K | ﹤0.01% |
4,076
-83
| -2% | -$5.97K |
|
|
ATHL
2002
DELISTED
ATHLON ENERGY INC COM
ATHL
| $293K | ﹤0.01% |
+8,278
| New | +$293K |
|
|
BLOX
2003
DELISTED
Infoblox Inc
BLOX
| $292K | ﹤0.01% |
14,559
-1,867
| -11% | -$37.4K |
|
|
FURX
2004
DELISTED
FURIEX PHARMACEUTICALS INC COM STK (DE)
FURX
| $292K | ﹤0.01% |
+3,353
| New | +$292K |
|
|
TPC
2005
Tutor Perini Corporation
TPC
$3.19B
| $290K | ﹤0.01% |
10,113
-207
| -2% | -$5.94K |
|
|
WAIR
2006
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
| $289K | ﹤0.01% |
13,111
-221
| -2% | -$4.87K |
|
|
OVTI
2007
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
| $289K | ﹤0.01% |
16,300
-309
| -2% | -$5.48K |
|
2008
National CineMedia
NCMI
$436M
| $287K | ﹤0.01% |
1,915
-3,778
| -66% | -$566K |
|
2009
Team
TISI
$86.5M
| $284K | ﹤0.01% |
662
-6
| -0.9% | -$2.57K |
|
|
HT
2010
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $284K | ﹤0.01% |
12,193
-2,641
| -18% | -$61.5K |
|
2011
MiMedx Group
MDXG
$1.05B
| $282K | ﹤0.01% |
45,995
+4,314
| +10% | +$26.5K |
|
2012
Zurn Elkay Water Solutions
ZWS
$7.69B
| $282K | ﹤0.01% |
20,204
-193
| -0.9% | -$2.69K |
|
|
HPP
2013
Hudson Pacific Properties
HPP
$1.11B
| $280K | ﹤0.01% |
12,158
-1,260
| -9% | -$29K |
|
2014
TherapeuticsMD
TXMD
$12.5M
| $279K | ﹤0.01% |
+884
| New | +$279K |
|
2015
Gorman-Rupp
GRC
$1.11B
| $278K | ﹤0.01% |
8,733
-108
| -1% | -$3.44K |
|
2016
SFL Corp
SFL
$1.09B
| $277K | ﹤0.01% |
15,406
-316
| -2% | -$5.68K |
|
2017
Canadian Solar
CSIQ
$739M
| $275K | ﹤0.01% |
+8,578
| New | +$275K |
|
2018
California Water Service
CWT
$2.76B
| $275K | ﹤0.01% |
11,494
-2,754
| -19% | -$65.9K |
|
|
VGR
2019
DELISTED
Vector Group Ltd.
VGR
| $275K | ﹤0.01% |
24,169
-69,055
| -74% | -$786K |
|
2020
Denny's
DENN
$259M
| $273K | ﹤0.01% |
42,381
-496
| -1% | -$3.2K |
|
2021
Cass Information Systems
CASS
$563M
| $272K | ﹤0.01% |
+6,954
| New | +$272K |
|
|
EDR
2022
DELISTED
Education Realty Trust Inc
EDR
| $272K | ﹤0.01% |
9,196
-1,952
| -18% | -$57.7K |
|
2023
Itaú Unibanco
ITUB
$75.4B
| $271K | ﹤0.01% |
48,513
+7,752
| +19% | +$43.3K |
|
2024
Wabash National
WNC
$463M
| $271K | ﹤0.01% |
19,664
-374
| -2% | -$5.15K |
|
|
RP
2025
DELISTED
RealPage, Inc.
RP
| $271K | ﹤0.01% |
14,948
-142
| -0.9% | -$2.57K |
|