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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$225M |
| 2 |
Cousins Properties
CUZ
|
+$225M |
| 3 |
Americold
COLD
|
+$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$138M |
| 5 |
Domino's
DPZ
|
+$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
+$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$138M |
| 3 |
Hilton Grand Vacations
HGV
|
+$111M |
| 4 |
Openlane
KAR
|
+$103M |
| 5 |
Prologis
PLD
|
+$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Outfront Media
OUT
$3.16B
| $424K | ﹤0.01% |
16,721
+2,610
| +18% | +$66.2K |
|
|
QVCGA
2002
QVC Group, Inc. Series A Common Stock
QVCGA
$92M
| $423K | ﹤0.01% |
703
-785
| -53% | -$472K |
|
2003
WesBanco
WSBC
$3.03B
| $419K | ﹤0.01% |
10,872
-15,192
| -58% | -$585K |
|
2004
Lazard
LAZ
$5.25B
| $415K | ﹤0.01% |
12,060
-177,044
| -94% | -$6.09M |
|
2005
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.92B
| $415K | ﹤0.01% |
13,848
-4,338
| -24% | -$130K |
|
|
NUAN
2006
DELISTED
Nuance Communications, Inc.
NUAN
| $410K | ﹤0.01% |
29,681
-232
| -0.8% | -$3.21K |
|
2007
Ingersoll Rand
IR
$31.3B
| $409K | ﹤0.01% |
11,807
-5,017
| -30% | -$174K |
|
2008
Cerus
CERS
$236M
| $403K | ﹤0.01% |
71,691
-10,679
| -13% | -$60K |
|
2009
TriMas Corp
TRS
$1.59B
| $398K | ﹤0.01% |
+12,856
| New | +$398K |
|
2010
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
| $393K | ﹤0.01% |
6,477
-13,823
| -68% | -$839K |
|
2011
Berry Corp
BRY
$257M
| $391K | ﹤0.01% |
+36,903
| New | +$391K |
|
2012
OceanFirst Financial
OCFC
$1.04B
| $388K | ﹤0.01% |
+15,625
| New | +$388K |
|
2013
RBC Bearings
RBC
$11.8B
| $385K | ﹤0.01% |
2,308
-145
| -6% | -$24.2K |
|
2014
Upland Software
UPLD
$71.6M
| $381K | ﹤0.01% |
8,377
-5,420
| -39% | -$247K |
|
|
EQC
2015
DELISTED
Equity Commonwealth
EQC
| $379K | ﹤0.01% |
11,664
-407
| -3% | -$13.2K |
|
2016
Simply Good Foods
SMPL
$2.73B
| $375K | ﹤0.01% |
15,588
-8,339
| -35% | -$201K |
|
|
JCAP
2017
DELISTED
Jernigan Capital, Inc.
JCAP
| $370K | ﹤0.01% |
+18,055
| New | +$370K |
|
2018
Brown-Forman Class A
BF.A
$13.2B
| $367K | ﹤0.01% |
6,677
+431
| +7% | +$23.7K |
|
2019
iShares US Treasury Bond ETF
GOVT
$28.2B
| $366K | ﹤0.01% |
+14,160
| New | +$366K |
|
2020
York Water
YORW
$445M
| $366K | ﹤0.01% |
10,258
-1,543
| -13% | -$55.1K |
|
|
TRCO
2021
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $366K | ﹤0.01% |
7,924
-175
| -2% | -$8.08K |
|
2022
CarGurus
CARG
$3.58B
| $364K | ﹤0.01% |
10,086
+1,417
| +16% | +$51.1K |
|
2023
Great Lakes Dredge & Dock
GLDD
$821M
| $364K | ﹤0.01% |
+32,979
| New | +$364K |
|
2024
PJT Partners
PJT
$4.47B
| $364K | ﹤0.01% |
8,989
-1,811
| -17% | -$73.3K |
|
2025
Morningstar
MORN
$10.8B
| $363K | ﹤0.01% |
2,510
+140
| +6% | +$20.2K |
|