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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
$229M |
| 2 |
Simon Property Group
SPG
|
$190M |
| 3 |
PX
Praxair Inc
PX
|
$171M |
| 4 |
Alibaba
BABA
|
$149M |
| 5 |
O'Reilly Automotive
ORLY
|
$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Melco Resorts & Entertainment
MLCO
$3.8B
| $335K | ﹤0.01% |
19,001
-69
| -0.4% | -$1.22K |
|
2002
Stellar Bancorp
STEL
$1.59B
| $335K | ﹤0.01% |
+11,383
| New | +$335K |
|
2003
Rapid7
RPD
$1.32B
| $333K | ﹤0.01% |
10,701
-6,419
| -37% | -$200K |
|
|
TRCO
2004
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $332K | ﹤0.01% |
7,313
-2,245
| -23% | -$102K |
|
2005
Bruker
BRKR
$4.68B
| $329K | ﹤0.01% |
11,049
-3,434
| -24% | -$102K |
|
|
NVTA
2006
DELISTED
Invitae Corporation
NVTA
| $328K | ﹤0.01% |
29,612
+17,676
| +148% | +$196K |
|
|
ISBC
2007
DELISTED
Investors Bancorp, Inc.
ISBC
| $328K | ﹤0.01% |
31,593
-2,852
| -8% | -$29.6K |
|
2008
W&T Offshore
WTI
$261M
| $326K | ﹤0.01% |
79,019
+29,454
| +59% | +$122K |
|
|
CRCM
2009
DELISTED
CARE.COM, INC.
CRCM
| $325K | ﹤0.01% |
16,856
-3,975
| -19% | -$76.6K |
|
2010
Sangamo Therapeutics
SGMO
$165M
| $322K | ﹤0.01% |
28,102
-54,917
| -66% | -$629K |
|
|
NUAN
2011
DELISTED
Nuance Communications, Inc.
NUAN
| $318K | ﹤0.01% |
27,790
+4,059
| +17% | +$46.4K |
|
2012
Ingersoll Rand
IR
$32.2B
| $317K | ﹤0.01% |
15,493
-1,186
| -7% | -$24.3K |
|
2013
Novanta
NOVT
$4.18B
| $317K | ﹤0.01% |
5,024
-2,505
| -33% | -$158K |
|
2014
RBC Bearings
RBC
$12.2B
| $315K | ﹤0.01% |
2,403
-5,360
| -69% | -$703K |
|
|
EQC
2015
DELISTED
Equity Commonwealth
EQC
| $315K | ﹤0.01% |
10,505
-2,770
| -21% | -$83.1K |
|
|
S
2016
DELISTED
Sprint Corporation
S
| $314K | ﹤0.01% |
54,006
-10,491
| -16% | -$61K |
|
|
IMPV
2017
DELISTED
Imperva, Inc.
IMPV
| $314K | ﹤0.01% |
5,632
+560
| +11% | +$31.2K |
|
2018
Chegg
CHGG
$185M
| $313K | ﹤0.01% |
11,010
-4,468
| -29% | -$127K |
|
2019
Brown-Forman Class A
BF.A
$13.8B
| $312K | ﹤0.01% |
6,589
-1,633
| -20% | -$77.3K |
|
2020
Equity Bancshares
EQBK
$811M
| $311K | ﹤0.01% |
8,817
-1,040
| -11% | -$36.7K |
|
2021
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.49B
| $310K | ﹤0.01% |
+6,987
| New | +$310K |
|
2022
Choice Hotels
CHH
$5.41B
| $309K | ﹤0.01% |
4,319
-1,516
| -26% | -$108K |
|
2023
Sinclair Inc
SBGI
$964M
| $309K | ﹤0.01% |
11,715
+3,354
| +40% | +$88.5K |
|
2024
Berkshire Hathaway Class A
BRK.A
$1.08T
| $306K | ﹤0.01% |
+1
| New | +$306K |
|
2025
Schwab US Large- Cap ETF
SCHX
$59.2B
| $303K | ﹤0.01% |
+30,432
| New | +$303K |
|