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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Bilibili
BILI
$10.2B
| $930K | ﹤0.01% |
20,035
+1,644
| +9% | +$76.3K |
|
2002
OneMain Financial
OMF
$7.22B
| $924K | ﹤0.01% |
18,473
-372,247
| -95% | -$18.6M |
|
2003
Acadia Pharmaceuticals
ACAD
$4.02B
| $921K | ﹤0.01% |
39,465
-18,378
| -32% | -$429K |
|
2004
Pure Storage
PSTG
$26.5B
| $920K | ﹤0.01% |
28,268
+1,181
| +4% | +$38.4K |
|
2005
First Financial Corporation Common Stock
THFF
$693M
| $915K | ﹤0.01% |
20,202
+4,337
| +27% | +$196K |
|
2006
Clarivate
CLVT
$2.85B
| $890K | ﹤0.01% |
37,824
+3,944
| +12% | +$92.8K |
|
2007
Community Trust Bancorp
CTBI
$1.04B
| $890K | ﹤0.01% |
20,419
-2,267
| -10% | -$98.8K |
|
|
PYCR
2008
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $889K | ﹤0.01% |
+30,851
| New | +$889K |
|
2009
Varonis Systems
VRNS
$6.31B
| $888K | ﹤0.01% |
18,210
-4,003
| -18% | -$195K |
|
2010
Waterstone Financial
WSBF
$275M
| $888K | ﹤0.01% |
+40,636
| New | +$888K |
|
2011
Weatherford International
WFRD
$4.58B
| $887K | ﹤0.01% |
+31,993
| New | +$887K |
|
2012
Amicus Therapeutics
FOLD
$2.45B
| $886K | ﹤0.01% |
76,748
-31,624
| -29% | -$365K |
|
2013
Sensata Technologies
ST
$4.59B
| $883K | ﹤0.01% |
14,319
-1,660
| -10% | -$102K |
|
|
ATRI
2014
DELISTED
Atrion Corp
ATRI
| $873K | ﹤0.01% |
1,239
-697
| -36% | -$491K |
|
2015
Vertiv
VRT
$52.2B
| $870K | ﹤0.01% |
34,845
+5,890
| +20% | +$147K |
|
2016
Asana
ASAN
$3.14B
| $867K | ﹤0.01% |
11,634
-3,135
| -21% | -$234K |
|
2017
Waste Connections
WCN
$45.3B
| $861K | ﹤0.01% |
6,319
-44
| -0.7% | -$6K |
|
|
PFC
2018
DELISTED
Premier Financial Corp. Common Stock
PFC
| $856K | ﹤0.01% |
27,699
-3,265
| -11% | -$101K |
|
2019
Qiagen
QGEN
$9.98B
| $849K | ﹤0.01% |
14,406
-2,281
| -14% | -$134K |
|
|
VRAY
2020
DELISTED
ViewRay, Inc.
VRAY
| $834K | ﹤0.01% |
151,216
+89,890
| +147% | +$496K |
|
2021
Diamond Hill
DHIL
$387M
| $825K | ﹤0.01% |
4,248
-672
| -14% | -$131K |
|
2022
1st Source
SRCE
$1.56B
| $824K | ﹤0.01% |
16,616
-5,805
| -26% | -$288K |
|
2023
Carlyle Group
CG
$23.7B
| $812K | ﹤0.01% |
14,800
+2,136
| +17% | +$117K |
|
2024
Ryman Hospitality Properties
RHP
$6.34B
| $809K | ﹤0.01% |
8,794
-1,950
| -18% | -$179K |
|
2025
Clearfield
CLFD
$456M
| $807K | ﹤0.01% |
9,554
-14,303
| -60% | -$1.21M |
|