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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Nordic American Tanker
NAT
$675M
| $465K | ﹤0.01% |
118,585
+92,552
| +356% | +$363K |
|
2002
VanEck Short Muni ETF
SMB
$287M
| $457K | ﹤0.01% |
26,851
| – | – |
|
2003
Universal Insurance Holdings
UVE
$696M
| $457K | ﹤0.01% |
22,484
+11,758
| +110% | +$239K |
|
2004
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.1B
| $456K | ﹤0.01% |
12,462
-6,938
| -36% | -$254K |
|
2005
Costamare
CMRE
$1.46B
| $455K | ﹤0.01% |
+40,099
| New | +$455K |
|
2006
Grid Dynamics Holdings
GDYN
$635M
| $454K | ﹤0.01% |
+36,910
| New | +$454K |
|
|
ENFN
2007
DELISTED
Enfusion, Inc.
ENFN
| $452K | ﹤0.01% |
+48,913
| New | +$452K |
|
2008
Avidity Biosciences
RNA
$5.97B
| $450K | ﹤0.01% |
17,627
-1,858
| -10% | -$47.4K |
|
2009
Rithm Capital
RITM
$6.63B
| $450K | ﹤0.01% |
40,303
+10,009
| +33% | +$112K |
|
2010
FIVE9
FIVN
$1.95B
| $448K | ﹤0.01% |
7,221
-343
| -5% | -$21.3K |
|
2011
Syndax Pharmaceuticals
SNDX
$1.36B
| $448K | ﹤0.01% |
18,829
-36,365
| -66% | -$865K |
|
|
AMK
2012
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $448K | ﹤0.01% |
12,646
+3,980
| +46% | +$141K |
|
2013
8x8 Inc
EGHT
$285M
| $447K | ﹤0.01% |
165,517
+98,308
| +146% | +$265K |
|
2014
Consolidated Water Co
CWCO
$524M
| $445K | ﹤0.01% |
+15,197
| New | +$445K |
|
2015
Genie Energy
GNE
$400M
| $444K | ﹤0.01% |
+29,414
| New | +$444K |
|
2016
Cactus
WHD
$2.84B
| $441K | ﹤0.01% |
8,814
+1,330
| +18% | +$66.6K |
|
2017
NVE Corp
NVEC
$317M
| $440K | ﹤0.01% |
+4,882
| New | +$440K |
|
2018
Dyne Therapeutics
DYN
$1.89B
| $437K | ﹤0.01% |
15,403
+857
| +6% | +$24.3K |
|
2019
Liberty Latin America Class C
LILAK
$1.54B
| $434K | ﹤0.01% |
62,089
-13,663
| -18% | -$95.5K |
|
2020
Geron
GERN
$823M
| $430K | ﹤0.01% |
130,249
+610
| +0.5% | +$2.01K |
|
2021
CRA International
CRAI
$1.27B
| $430K | ﹤0.01% |
2,873
-1,751
| -38% | -$262K |
|
2022
QCR Holdings
QCRH
$1.32B
| $426K | ﹤0.01% |
+7,009
| New | +$426K |
|
2023
Limbach Holdings
LMB
$1.2B
| $424K | ﹤0.01% |
+10,240
| New | +$424K |
|
|
ESGR
2024
DELISTED
Enstar Group
ESGR
| $424K | ﹤0.01% |
1,364
-141
| -9% | -$43.8K |
|
2025
Ryerson Holding
RYI
$707M
| $423K | ﹤0.01% |
12,620
-5,377
| -30% | -$180K |
|