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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LGF.B
2001
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $414K | ﹤0.01% |
17,626
+6,839
| +63% | +$161K |
|
2002
CytomX Therapeutics
CTMX
$345M
| $412K | ﹤0.01% |
+18,010
| New | +$412K |
|
|
CBAY
2003
DELISTED
Cymabay Therapeutics
CBAY
| $412K | ﹤0.01% |
+30,703
| New | +$412K |
|
|
USG
2004
DELISTED
Usg
USG
| $406K | ﹤0.01% |
9,409
-1,487
| -14% | -$64.2K |
|
2005
Cleveland-Cliffs
CLF
$5.35B
| $405K | ﹤0.01% |
48,042
+3,377
| +8% | +$28.5K |
|
|
XHR
2006
Xenia Hotels & Resorts
XHR
$1.37B
| $405K | ﹤0.01% |
16,611
-429
| -3% | -$10.5K |
|
2007
Pegasystems
PEGA
$9.75B
| $404K | ﹤0.01% |
14,734
+7,062
| +92% | +$194K |
|
2008
Equity Bancshares
EQBK
$804M
| $403K | ﹤0.01% |
9,716
+2,575
| +36% | +$107K |
|
2009
GSK
GSK
$82.1B
| $403K | ﹤0.01% |
8,000
-3,166
| -28% | -$159K |
|
|
ELLI
2010
DELISTED
Ellie Mae Inc
ELLI
| $402K | ﹤0.01% |
3,874
+329
| +9% | +$34.1K |
|
2011
National Vision
EYE
$1.8B
| $401K | ﹤0.01% |
+10,965
| New | +$401K |
|
|
TRCO
2012
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $400K | ﹤0.01% |
+10,455
| New | +$400K |
|
2013
First Citizens BancShares
FCNCA
$25.1B
| $397K | ﹤0.01% |
985
-142
| -13% | -$57.2K |
|
|
SC
2014
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $395K | ﹤0.01% |
20,714
-757
| -4% | -$14.4K |
|
2015
York Water
YORW
$442M
| $391K | ﹤0.01% |
12,285
-2,857
| -19% | -$90.9K |
|
|
PDM
2016
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $389K | ﹤0.01% |
19,502
-2,360
| -11% | -$47.1K |
|
2017
FB Financial Corp
FBK
$2.85B
| $388K | ﹤0.01% |
+9,539
| New | +$388K |
|
2018
Precigen
PGEN
$1.23B
| $387K | ﹤0.01% |
27,722
+6,483
| +31% | +$90.5K |
|
2019
Chesapeake Utilities
CPK
$2.93B
| $384K | ﹤0.01% |
4,802
-113
| -2% | -$9.04K |
|
|
PENG
2020
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.28B
| $384K | ﹤0.01% |
+24,106
| New | +$384K |
|
2021
Morningstar
MORN
$10.9B
| $378K | ﹤0.01% |
2,944
-753
| -20% | -$96.7K |
|
|
MFA
2022
MFA Financial
MFA
$1.05B
| $375K | ﹤0.01% |
12,362
-1,666
| -12% | -$50.5K |
|
2023
FIVE9
FIVN
$2.04B
| $372K | ﹤0.01% |
+10,765
| New | +$372K |
|
|
PGRE
2024
Paramount Group
PGRE
$1.6B
| $372K | ﹤0.01% |
24,185
-2,966
| -11% | -$45.6K |
|
|
S
2025
DELISTED
Sprint Corporation
S
| $370K | ﹤0.01% |
68,022
+49,079
| +259% | +$267K |
|