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 |
Zoetis
ZTS
|
$182M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$175M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
$120M |
| 4 |
Cisco
CSCO
|
$114M |
| 5 |
American Tower
AMT
|
$114M |
Top Sells
| 1 |
Labcorp
LH
|
$127M |
| 2 |
DFS
Discover Financial Services
DFS
|
$96.7M |
| 3 |
Bank of America
BAC
|
$96.2M |
| 4 |
TCO
Taubman Centers Inc.
TCO
|
$91M |
| 5 |
Jones Lang LaSalle
JLL
|
$89.5M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.87% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TERP
2001
DELISTED
TerraForm Power, Inc
TERP
| $221K | ﹤0.01% |
6,054
-86,346
| -93% | -$3.15M |
|
2002
Shenandoah Telecom
SHEN
$738M
| $220K | ﹤0.01% |
14,140
+464
| +3% | +$7.22K |
|
|
MACK
2003
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
| $220K | ﹤0.01% |
2,361
+186
| +9% | +$17.3K |
|
|
ARIA
2004
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $219K | ﹤0.01% |
26,583
-30
| -0.1% | -$247 |
|
|
SD
2005
DELISTED
SANDRIDGE ENERGY, INC.
SD
| $219K | ﹤0.01% |
123,307
+12,781
| +12% | +$22.7K |
|
|
HLSS
2006
DELISTED
HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS)
HLSS
| $219K | ﹤0.01% |
13,223
-47,425
| -78% | -$785K |
|
2007
Amkor Technology
AMKR
$6.09B
| $217K | ﹤0.01% |
24,549
+1,958
| +9% | +$17.3K |
|
|
CTCT
2008
DELISTED
CONSTANT CONTACT, INC COM
CTCT
| $216K | ﹤0.01% |
5,667
-68
| -1% | -$2.59K |
|
2009
RPC Inc
RES
$1.04B
| $214K | ﹤0.01% |
16,723
+221
| +1% | +$2.83K |
|
|
MEG
2010
DELISTED
Media General, Inc
MEG
| $214K | ﹤0.01% |
+12,964
| New | +$214K |
|
|
DRII
2011
DELISTED
DIAMOND RESORTS INTL, INC
DRII
| $214K | ﹤0.01% |
+6,391
| New | +$214K |
|
|
PIR
2012
DELISTED
Pier 1 Imports, Inc.
PIR
| $213K | ﹤0.01% |
763
+3
| +0.4% | +$837 |
|
|
KNL
2013
DELISTED
Knoll, Inc.
KNL
| $213K | ﹤0.01% |
+9,100
| New | +$213K |
|
2014
TherapeuticsMD
TXMD
$12.5M
| $212K | ﹤0.01% |
701
+84
| +14% | +$25.4K |
|
|
GPT
2015
DELISTED
Gramercy Property Trust
GPT
| $212K | ﹤0.01% |
2,508
-3,190
| -56% | -$270K |
|
2016
Hecla Mining
HL
$6.04B
| $208K | ﹤0.01% |
69,890
+20,458
| +41% | +$60.9K |
|
2017
OneMain Financial
OMF
$7.31B
| $206K | ﹤0.01% |
+3,974
| New | +$206K |
|
2018
SPDR S&P 500 ETF Trust
SPY
$660B
| $206K | ﹤0.01% |
1,000
-500
| -33% | -$103K |
|
|
PDLI
2019
DELISTED
PDL BioPharma, Inc.
PDLI
| $206K | ﹤0.01% |
29,281
-131,498
| -82% | -$925K |
|
2020
Chunghwa Telecom
CHT
$34.3B
| $204K | ﹤0.01% |
+6,358
| New | +$204K |
|
2021
Park National Corp
PRK
$2.77B
| $204K | ﹤0.01% |
+2,381
| New | +$204K |
|
2022
Essent Group
ESNT
$6.29B
| $202K | ﹤0.01% |
+8,442
| New | +$202K |
|
2023
Gray Television
GTN
$625M
| $202K | ﹤0.01% |
+14,616
| New | +$202K |
|
2024
Chart Industries
GTLS
$8.96B
| $201K | ﹤0.01% |
+5,725
| New | +$201K |
|
2025
Tronox
TROX
$710M
| $201K | ﹤0.01% |
9,903
-427
| -4% | -$8.67K |
|