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 |
ANSS
Ansys
ANSS
|
+$196M |
| 2 |
Hyatt Hotels
H
|
+$166M |
| 3 |
Prologis
PLD
|
+$160M |
| 4 |
RP
RealPage, Inc.
RP
|
+$160M |
| 5 |
WIX.com
WIX
|
+$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$367M |
| 2 |
Moody's
MCO
|
+$303M |
| 3 |
Ross Stores
ROST
|
+$252M |
| 4 |
Dentsply Sirona
XRAY
|
+$213M |
| 5 |
Autodesk
ADSK
|
+$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Verint Systems
VRNT
$1.23B
| $414K | ﹤0.01% |
16,234
+3,416
| +27% | +$87.1K |
|
2002
Kinsale Capital Group
KNSL
$10.3B
| $413K | ﹤0.01% |
6,470
+93
| +1% | +$5.94K |
|
2003
Premier
PINC
$2.24B
| $411K | ﹤0.01% |
8,970
+205
| +2% | +$9.39K |
|
|
GPT
2004
DELISTED
Gramercy Property Trust
GPT
| $410K | ﹤0.01% |
14,926
-1,708,206
| -99% | -$46.9M |
|
|
SRNE
2005
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $408K | ﹤0.01% |
92,578
+4,628
| +5% | +$20.4K |
|
2006
Bankunited
BKU
$2.89B
| $404K | ﹤0.01% |
11,399
-902
| -7% | -$32K |
|
2007
Melco Resorts & Entertainment
MLCO
$3.77B
| $403K | ﹤0.01% |
19,070
-759,136
| -98% | -$16M |
|
2008
First Citizens BancShares
FCNCA
$25.1B
| $401K | ﹤0.01% |
887
-98
| -10% | -$44.3K |
|
2009
Zillow
ZG
$20.3B
| $400K | ﹤0.01% |
9,057
+414
| +5% | +$18.3K |
|
2010
Denny's
DENN
$259M
| $396K | ﹤0.01% |
26,846
-1,370
| -5% | -$20.2K |
|
2011
Pegasystems
PEGA
$9.75B
| $396K | ﹤0.01% |
12,646
-2,088
| -14% | -$65.4K |
|
|
WEB
2012
DELISTED
Web.com Group, Inc.
WEB
| $396K | ﹤0.01% |
14,207
+204
| +1% | +$5.69K |
|
|
MTOR
2013
DELISTED
MERITOR, Inc.
MTOR
| $389K | ﹤0.01% |
20,072
+4,420
| +28% | +$85.7K |
|
2014
Acco Brands
ACCO
$361M
| $388K | ﹤0.01% |
34,337
-1,310
| -4% | -$14.8K |
|
2015
Equity Bancshares
EQBK
$804M
| $387K | ﹤0.01% |
9,857
+141
| +1% | +$5.54K |
|
2016
Heron Therapeutics
HRTX
$199M
| $386K | ﹤0.01% |
12,209
-2,693
| -18% | -$85.1K |
|
|
ALX
2017
Alexander's
ALX
$1.21B
| $383K | ﹤0.01% |
1,115
+15
| +1% | +$5.15K |
|
2018
Boot Barn
BOOT
$5.63B
| $382K | ﹤0.01% |
13,462
+192
| +1% | +$5.45K |
|
2019
Cleveland-Cliffs
CLF
$5.35B
| $382K | ﹤0.01% |
30,160
-17,882
| -37% | -$226K |
|
2020
Peabody Energy
BTU
$2.25B
| $381K | ﹤0.01% |
10,700
-871
| -8% | -$31K |
|
2021
Eagle Bancorp
EGBN
$592M
| $381K | ﹤0.01% |
7,521
+3,163
| +73% | +$160K |
|
2022
York Water
YORW
$442M
| $381K | ﹤0.01% |
12,537
+252
| +2% | +$7.66K |
|
|
CIM
2023
Chimera Investment
CIM
$1.18B
| $380K | ﹤0.01% |
6,986
-690
| -9% | -$37.5K |
|
2024
FB Financial Corp
FBK
$2.85B
| $379K | ﹤0.01% |
9,677
+138
| +1% | +$5.41K |
|
2025
Ubiquiti
UI
$36.2B
| $379K | ﹤0.01% |
3,832
-33
| -0.9% | -$3.26K |
|