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
Top Sells
| 1 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
PTC Therapeutics
PTCT
$4.54B
| $408K | ﹤0.01% |
+24,467
| New | +$408K |
|
2002
Peabody Energy
BTU
$2.11B
| $407K | ﹤0.01% |
10,332
-13,672
| -57% | -$539K |
|
2003
Ichor Holdings
ICHR
$565M
| $407K | ﹤0.01% |
+16,552
| New | +$407K |
|
2004
Travere Therapeutics
TVTX
$1.83B
| $406K | ﹤0.01% |
19,278
-2,056
| -10% | -$43.3K |
|
|
SUM
2005
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $406K | ﹤0.01% |
13,140
+119
| +0.9% | +$3.68K |
|
|
FMI
2006
DELISTED
Foundation Medicine, Inc.
FMI
| $402K | ﹤0.01% |
+5,891
| New | +$402K |
|
|
AGR
2007
DELISTED
Avangrid, Inc.
AGR
| $395K | ﹤0.01% |
7,810
+76
| +1% | +$3.84K |
|
|
HAWK
2008
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
| $393K | ﹤0.01% |
11,017
+868
| +9% | +$31K |
|
|
ZEN
2009
DELISTED
ZENDESK INC
ZEN
| $391K | ﹤0.01% |
11,567
+103
| +0.9% | +$3.48K |
|
2010
Argan
AGX
$3.23B
| $390K | ﹤0.01% |
8,657
-732
| -8% | -$33K |
|
|
CSII
2011
DELISTED
Cardiovascular Systems, Inc.
CSII
| $388K | ﹤0.01% |
16,372
+4,016
| +33% | +$95.2K |
|
2012
Zillow
ZG
$19.7B
| $384K | ﹤0.01% |
9,429
-73
| -0.8% | -$2.97K |
|
|
ISBC
2013
DELISTED
Investors Bancorp, Inc.
ISBC
| $381K | ﹤0.01% |
27,422
+377
| +1% | +$5.24K |
|
|
NEWR
2014
DELISTED
New Relic, Inc.
NEWR
| $380K | ﹤0.01% |
6,579
+576
| +10% | +$33.3K |
|
|
EQC
2015
DELISTED
Equity Commonwealth
EQC
| $378K | ﹤0.01% |
12,373
-3,786
| -23% | -$116K |
|
|
WEB
2016
DELISTED
Web.com Group, Inc.
WEB
| $378K | ﹤0.01% |
17,349
+8,262
| +91% | +$180K |
|
|
LGF.B
2017
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $374K | ﹤0.01% |
11,772
+200
| +2% | +$6.35K |
|
|
HRG
2018
DELISTED
HRG Group, Inc.
HRG
| $372K | ﹤0.01% |
21,943
-1,721
| -7% | -$29.2K |
|
|
XHR
2019
Xenia Hotels & Resorts
XHR
$1.39B
| $371K | ﹤0.01% |
17,197
| – | – |
|
|
FOE
2020
DELISTED
Ferro Corporation
FOE
| $370K | ﹤0.01% |
15,696
-79
| -0.5% | -$1.86K |
|
2021
Veritex Holdings
VBTX
$1.9B
| $368K | ﹤0.01% |
13,344
+3,514
| +36% | +$96.9K |
|
2022
Permian Resources
PR
$10.1B
| $367K | ﹤0.01% |
18,520
+2,642
| +17% | +$52.4K |
|
2023
SouthState Bank Corporation
SSB
$10.4B
| $367K | ﹤0.01% |
4,207
+1,181
| +39% | +$103K |
|
|
ELLI
2024
DELISTED
Ellie Mae Inc
ELLI
| $360K | ﹤0.01% |
4,029
-19,201
| -83% | -$1.72M |
|
2025
Invesco Senior Loan ETF
BKLN
$6.97B
| $357K | ﹤0.01% |
15,500
-5,000
| -24% | -$115K |
|