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 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GTT
2001
DELISTED
GTT Communications, Inc.
GTT
| $337K | ﹤0.01% |
10,637
| – | – |
|
2002
Amicus Therapeutics
FOLD
$2.43B
| $336K | ﹤0.01% |
22,270
-3,999
| -15% | -$60.3K |
|
2003
iShares Select U.S. REIT ETF
ICF
$1.91B
| $336K | ﹤0.01% |
+6,686
| New | +$336K |
|
2004
Pilgrim's Pride
PPC
$10.4B
| $336K | ﹤0.01% |
11,811
-535
| -4% | -$15.2K |
|
2005
HubSpot
HUBS
$26.3B
| $334K | ﹤0.01% |
3,969
-3,145
| -44% | -$265K |
|
|
SAGE
2006
DELISTED
Sage Therapeutics
SAGE
| $334K | ﹤0.01% |
5,363
-963
| -15% | -$60K |
|
|
ZEN
2007
DELISTED
ZENDESK INC
ZEN
| $334K | ﹤0.01% |
11,464
-2,058
| -15% | -$60K |
|
|
MTOR
2008
DELISTED
MERITOR, Inc.
MTOR
| $333K | ﹤0.01% |
12,821
-2,751
| -18% | -$71.5K |
|
|
SNC
2009
DELISTED
State National Companies, Inc.
SNC
| $333K | ﹤0.01% |
15,857
| – | – |
|
2010
Premier
PINC
$2.2B
| $329K | ﹤0.01% |
10,089
-1,574
| -13% | -$51.3K |
|
2011
Ryman Hospitality Properties
RHP
$6.24B
| $326K | ﹤0.01% |
5,217
-3,595
| -41% | -$225K |
|
2012
Invesco Mortgage Capital
IVR
$523M
| $323K | ﹤0.01% |
1,885
+486
| +35% | +$83.3K |
|
2013
Diamond Hill
DHIL
$382M
| $316K | ﹤0.01% |
1,488
| – | – |
|
2014
RELX
RELX
$86.1B
| $313K | ﹤0.01% |
14,000
+2,000
| +17% | +$44.7K |
|
2015
Vital Energy
VTLE
$617M
| $309K | ﹤0.01% |
1,196
-385
| -24% | -$99.5K |
|
2016
Renasant Corp
RNST
$3.71B
| $308K | ﹤0.01% |
7,179
+1,805
| +34% | +$77.4K |
|
2017
RPC Inc
RES
$1.04B
| $307K | ﹤0.01% |
12,369
-3,988
| -24% | -$99K |
|
2018
RingCentral
RNG
$2.87B
| $307K | ﹤0.01% |
7,363
-5,901
| -44% | -$246K |
|
|
IMPV
2019
DELISTED
Imperva, Inc.
IMPV
| $307K | ﹤0.01% |
7,067
+2,409
| +52% | +$105K |
|
2020
Heritage Financial
HFWA
$850M
| $304K | ﹤0.01% |
10,322
| – | – |
|
2021
Hexcel
HXL
$5.01B
| $304K | ﹤0.01% |
5,303
-12,108
| -70% | -$694K |
|
2022
Rush Enterprises Class A
RUSHA
$4.49B
| $300K | ﹤0.01% |
14,567
-3,368
| -19% | -$69.4K |
|
|
NEWR
2023
DELISTED
New Relic, Inc.
NEWR
| $299K | ﹤0.01% |
+6,003
| New | +$299K |
|
2024
Shenandoah Telecom
SHEN
$741M
| $296K | ﹤0.01% |
+7,952
| New | +$296K |
|
|
SAVE
2025
DELISTED
Spirit Airlines, Inc.
SAVE
| $295K | ﹤0.01% |
8,816
-1,690
| -16% | -$56.6K |
|