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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Rapid7
RPD
$1.27B
| $424K | ﹤0.01% |
8,319
-1,123
| -12% | -$57.2K |
|
2002
Herbalife
HLF
$970M
| $420K | ﹤0.01% |
9,343
-4,403
| -32% | -$198K |
|
2003
Kearny Financial
KRNY
$406M
| $420K | ﹤0.01% |
+51,396
| New | +$420K |
|
2004
Ormat Technologies
ORA
$5.52B
| $420K | ﹤0.01% |
6,609
+2,673
| +68% | +$170K |
|
2005
Alector
ALEC
$286M
| $418K | ﹤0.01% |
17,111
-8,371
| -33% | -$204K |
|
2006
Middlesex Water
MSEX
$960M
| $418K | ﹤0.01% |
6,223
-8,292
| -57% | -$557K |
|
2007
TriNet
TNET
$3.34B
| $415K | ﹤0.01% |
6,804
+266
| +4% | +$16.2K |
|
|
SRNE
2008
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $414K | ﹤0.01% |
65,899
+29,195
| +80% | +$183K |
|
2009
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $410K | ﹤0.01% |
+7,491
| New | +$410K |
|
2010
Houlihan Lokey
HLI
$14.2B
| $407K | ﹤0.01% |
7,311
-33,816
| -82% | -$1.88M |
|
2011
Novo Nordisk
NVO
$248B
| $405K | ﹤0.01% |
12,362
+2,000
| +19% | +$65.5K |
|
2012
Bandwidth Inc
BAND
$499M
| $402K | ﹤0.01% |
3,167
-15,811
| -83% | -$2.01M |
|
2013
Vertiv
VRT
$53.4B
| $402K | ﹤0.01% |
+29,648
| New | +$402K |
|
2014
Euronet Worldwide
EEFT
$3.54B
| $401K | ﹤0.01% |
4,187
-3,107
| -43% | -$298K |
|
2015
Ovintiv
OVV
$10.5B
| $401K | ﹤0.01% |
+42,002
| New | +$401K |
|
2016
Armstrong World Industries
AWI
$8.49B
| $399K | ﹤0.01% |
5,123
-1,788
| -26% | -$139K |
|
2017
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.93B
| $398K | ﹤0.01% |
12,964
+1,109
| +9% | +$34K |
|
2018
Cerus
CERS
$232M
| $398K | ﹤0.01% |
60,238
+17,488
| +41% | +$116K |
|
2019
Cannae Holdings
CNNE
$1.11B
| $397K | ﹤0.01% |
+9,658
| New | +$397K |
|
2020
Lakeland Financial Corp
LKFN
$1.64B
| $397K | ﹤0.01% |
8,522
+131
| +2% | +$6.1K |
|
2021
ASML
ASML
$340B
| $396K | ﹤0.01% |
1,076
+202
| +23% | +$74.3K |
|
2022
Verint Systems
VRNT
$1.23B
| $396K | ﹤0.01% |
17,225
-1,410
| -8% | -$32.4K |
|
|
BLCM
2023
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $396K | ﹤0.01% |
+53,238
| New | +$396K |
|
|
ATNX
2024
DELISTED
Athenex, Inc. Common Stock
ATNX
| $395K | ﹤0.01% |
1,436
+845
| +143% | +$232K |
|
2025
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
| $393K | ﹤0.01% |
7,995
-842
| -10% | -$41.4K |
|