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 |
Alibaba
BABA
|
$205M |
| 2 |
Boston Properties
BXP
|
$179M |
| 3 |
Domino's
DPZ
|
$178M |
| 4 |
VICI Properties
VICI
|
$124M |
| 5 |
Vail Resorts
MTN
|
$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$124M |
| 3 |
SBA Communications
SBAC
|
$118M |
| 4 |
Steris
STE
|
$116M |
| 5 |
Equinix
EQIX
|
$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ELLI
2001
DELISTED
Ellie Mae Inc
ELLI
| $351K | ﹤0.01% |
3,556
+132
| +4% | +$13K |
|
2002
Dolby
DLB
$6.86B
| $350K | ﹤0.01% |
5,560
-7,251
| -57% | -$456K |
|
|
EVBG
2003
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $350K | ﹤0.01% |
+4,671
| New | +$350K |
|
2004
AtriCure
ATRC
$1.81B
| $349K | ﹤0.01% |
13,036
+401
| +3% | +$10.7K |
|
2005
CarGurus
CARG
$3.43B
| $347K | ﹤0.01% |
8,669
+320
| +4% | +$12.8K |
|
2006
uniQure
QURE
$928M
| $346K | ﹤0.01% |
+5,801
| New | +$346K |
|
2007
Westlake Corp
WLK
$11B
| $345K | ﹤0.01% |
5,087
+578
| +13% | +$39.2K |
|
2008
Schwab US Large- Cap ETF
SCHX
$58.3B
| $344K | ﹤0.01% |
5,095
+23
| +0.5% | +$1.55K |
|
2009
FB Financial Corp
FBK
$2.86B
| $342K | ﹤0.01% |
10,774
-48
| -0.4% | -$1.52K |
|
2010
Cleveland-Cliffs
CLF
$5.17B
| $337K | ﹤0.01% |
33,763
+1,698
| +5% | +$16.9K |
|
|
OLBK
2011
DELISTED
Old Line Bancshares, Inc.
OLBK
| $335K | ﹤0.01% |
13,422
-60
| -0.4% | -$1.5K |
|
2012
First Hawaiian
FHB
$3.19B
| $334K | ﹤0.01% |
12,837
+3,265
| +34% | +$85K |
|
|
ISBC
2013
DELISTED
Investors Bancorp, Inc.
ISBC
| $334K | ﹤0.01% |
28,198
-3,395
| -11% | -$40.2K |
|
|
USG
2014
DELISTED
Usg
USG
| $333K | ﹤0.01% |
7,682
+1,087
| +16% | +$47.1K |
|
|
MFA
2015
MFA Financial
MFA
$1.02B
| $331K | ﹤0.01% |
45,527
+4,429
| +11% | +$32.2K |
|
|
ONC
2016
BeOne Medicines Ltd. American Depositary Shares
ONC
$39.3B
| $331K | ﹤0.01% |
2,505
| – | – |
|
|
PDLI
2017
DELISTED
PDL BioPharma, Inc.
PDLI
| $328K | ﹤0.01% |
88,215
-3,437
| -4% | -$12.8K |
|
2018
Bankunited
BKU
$2.91B
| $327K | ﹤0.01% |
9,790
+415
| +4% | +$13.9K |
|
2019
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.44B
| $327K | ﹤0.01% |
6,493
-494
| -7% | -$24.9K |
|
|
AERI
2020
DELISTED
Aerie Pharmaceuticals, Inc.
AERI
| $327K | ﹤0.01% |
6,878
-8,588
| -56% | -$408K |
|
|
S
2021
DELISTED
Sprint Corporation
S
| $327K | ﹤0.01% |
57,851
+3,845
| +7% | +$21.7K |
|
2022
Frontdoor
FTDR
$4.5B
| $325K | ﹤0.01% |
+9,441
| New | +$325K |
|
2023
Outfront Media
OUT
$3.09B
| $325K | ﹤0.01% |
13,889
+1,786
| +15% | +$41.8K |
|
|
CORR
2024
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $324K | ﹤0.01% |
8,828
-40
| -0.5% | -$1.47K |
|
2025
First Citizens BancShares
FCNCA
$25.6B
| $322K | ﹤0.01% |
790
+74
| +10% | +$30.2K |
|