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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Hilton Grand Vacations
HGV
$4.07B
| $417K | ﹤0.01% |
12,675
-1,242
| -9% | -$40.9K |
|
2002
Varonis Systems
VRNS
$6.41B
| $417K | ﹤0.01% |
15,718
-1,186
| -7% | -$31.5K |
|
2003
Element Solutions
ESI
$6.37B
| $414K | ﹤0.01% |
25,426
+1,655
| +7% | +$26.9K |
|
2004
White Mountains Insurance
WTM
$4.57B
| $412K | ﹤0.01% |
316
+19
| +6% | +$24.8K |
|
2005
Blackstone Mortgage Trust
BXMT
$3.39B
| $411K | ﹤0.01% |
17,601
+8,693
| +98% | +$203K |
|
2006
Ryman Hospitality Properties
RHP
$6.35B
| $409K | ﹤0.01% |
5,558
+2,745
| +98% | +$202K |
|
|
CANO
2007
DELISTED
Cano Health, Inc.
CANO
| $405K | ﹤0.01% |
467
-9
| -2% | -$7.81K |
|
2008
Alignment Healthcare
ALHC
$3.24B
| $401K | ﹤0.01% |
33,912
-60,275
| -64% | -$713K |
|
2009
AMC Entertainment Holdings
AMC
$1.44B
| $399K | ﹤0.01% |
5,722
-877
| -13% | -$61.2K |
|
|
JOYY
2010
JOYY Inc. American Depositary Shares
JOYY
$3.17B
| $396K | ﹤0.01% |
15,227
-1,879
| -11% | -$48.9K |
|
2011
Helios Technologies
HLIO
$1.85B
| $393K | ﹤0.01% |
7,764
-5,670
| -42% | -$287K |
|
2012
RingCentral
RNG
$2.83B
| $393K | ﹤0.01% |
9,830
-3,683
| -27% | -$147K |
|
2013
Transmedics
TMDX
$3.99B
| $389K | ﹤0.01% |
9,328
-35,403
| -79% | -$1.48M |
|
2014
TriNet
TNET
$3.48B
| $388K | ﹤0.01% |
5,450
-361
| -6% | -$25.7K |
|
|
AYX
2015
DELISTED
Alteryx, Inc.
AYX
| $388K | ﹤0.01% |
6,941
-1,312
| -16% | -$73.3K |
|
2016
Axsome Therapeutics
AXSM
$6.14B
| $385K | ﹤0.01% |
8,634
-52
| -0.6% | -$2.32K |
|
2017
Definitive Healthcare
DH
$430M
| $385K | ﹤0.01% |
24,794
-17,583
| -41% | -$273K |
|
2018
Opko Health
OPK
$1.14B
| $385K | ﹤0.01% |
203,567
-121,918
| -37% | -$231K |
|
2019
Ryan Specialty Holdings
RYAN
$6.62B
| $385K | ﹤0.01% |
9,477
-1,736
| -15% | -$70.5K |
|
2020
Chegg
CHGG
$173M
| $382K | ﹤0.01% |
18,108
-1,192
| -6% | -$25.1K |
|
2021
OneMain Financial
OMF
$7.34B
| $382K | ﹤0.01% |
12,933
+845
| +7% | +$25K |
|
2022
Bright Horizons
BFAM
$6.49B
| $381K | ﹤0.01% |
6,614
-107
| -2% | -$6.16K |
|
2023
Clearway Energy Class C
CWEN
$3.37B
| $377K | ﹤0.01% |
11,831
-897
| -7% | -$28.6K |
|
2024
Krystal Biotech
KRYS
$4.18B
| $376K | ﹤0.01% |
5,389
+749
| +16% | +$52.3K |
|
2025
CarGurus
CARG
$3.6B
| $374K | ﹤0.01% |
26,349
-21,109
| -44% | -$300K |
|