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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
TriCo Bancshares
TCBK
$1.49B
| $649K | ﹤0.01% |
14,219
-4,193
| -23% | -$191K |
|
|
OSH
2002
DELISTED
Oak Street Health, Inc.
OSH
| $649K | ﹤0.01% |
39,514
+1,924
| +5% | +$31.6K |
|
2003
Ingles Markets
IMKTA
$1.32B
| $647K | ﹤0.01% |
7,459
+2,527
| +51% | +$219K |
|
|
TPTX
2004
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $640K | ﹤0.01% |
+8,506
| New | +$640K |
|
2005
DraftKings
DKNG
$22.8B
| $636K | ﹤0.01% |
54,469
+11,038
| +25% | +$129K |
|
2006
Gray Television
GTN
$599M
| $635K | ﹤0.01% |
37,599
-828
| -2% | -$14K |
|
2007
Starwood Property Trust
STWD
$7.56B
| $632K | ﹤0.01% |
30,256
+2,112
| +8% | +$44.1K |
|
2008
Lyft
LYFT
$7.6B
| $627K | ﹤0.01% |
47,210
+11,629
| +33% | +$154K |
|
|
COUP
2009
DELISTED
Coupa Software Incorporated
COUP
| $626K | ﹤0.01% |
10,975
+3,709
| +51% | +$212K |
|
2010
Houlihan Lokey
HLI
$14.6B
| $625K | ﹤0.01% |
7,913
-61,572
| -89% | -$4.86M |
|
|
CHNG
2011
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $615K | ﹤0.01% |
26,688
+2,481
| +10% | +$57.2K |
|
2012
iShares MSCI USA Quality Factor ETF
QUAL
$55.1B
| $611K | ﹤0.01% |
5,473
+49
| +0.9% | +$5.47K |
|
2013
Rapid7
RPD
$1.3B
| $602K | ﹤0.01% |
9,013
-1,204
| -12% | -$80.4K |
|
2014
Amerant Bancorp
AMTB
$889M
| $598K | ﹤0.01% |
+21,285
| New | +$598K |
|
2015
Frontier Communications
FYBR
$9.38B
| $597K | ﹤0.01% |
+25,370
| New | +$597K |
|
2016
AGNC Investment
AGNC
$10.8B
| $596K | ﹤0.01% |
53,844
-9,881
| -16% | -$109K |
|
2017
Phillips Edison & Co
PECO
$4.52B
| $593K | ﹤0.01% |
17,742
+7,239
| +69% | +$242K |
|
|
AQUA
2018
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $593K | ﹤0.01% |
18,254
-160,333
| -90% | -$5.21M |
|
2019
Fate Therapeutics
FATE
$118M
| $588K | ﹤0.01% |
23,715
-2,053
| -8% | -$50.9K |
|
2020
Rivian
RIVN
$17B
| $587K | ﹤0.01% |
22,792
+13,159
| +137% | +$339K |
|
|
ICPT
2021
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $584K | ﹤0.01% |
42,322
-21,672
| -34% | -$299K |
|
2022
Kinetik
KNTK
$2.66B
| $577K | ﹤0.01% |
16,911
+8,295
| +96% | +$283K |
|
|
RDUS
2023
DELISTED
Radius Health, Inc.
RDUS
| $574K | ﹤0.01% |
55,344
+14,742
| +36% | +$153K |
|
2024
Great Southern Bancorp
GSBC
$721M
| $572K | ﹤0.01% |
+9,767
| New | +$572K |
|
2025
Tencent Music
TME
$39.5B
| $572K | ﹤0.01% |
113,875
+77,817
| +216% | +$391K |
|