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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
AXIS Capital
AXS
$7.67B
| $408K | ﹤0.01% |
5,778
-695
| -11% | -$49.1K |
|
2002
Kimball Electronics
KE
$739M
| $407K | ﹤0.01% |
18,531
+1,728
| +10% | +$38K |
|
2003
Arcturus Therapeutics
ARCT
$484M
| $406K | ﹤0.01% |
16,674
-842
| -5% | -$20.5K |
|
2004
Center Bancorp
CNOB
$1.29B
| $399K | ﹤0.01% |
21,130
+1,606
| +8% | +$30.3K |
|
2005
Byline Bancorp
BY
$1.35B
| $394K | ﹤0.01% |
16,614
+1,932
| +13% | +$45.9K |
|
2006
Liquidia Corp
LQDA
$2.41B
| $394K | ﹤0.01% |
32,809
-3,653
| -10% | -$43.8K |
|
2007
Zeta Global
ZETA
$4.45B
| $392K | ﹤0.01% |
22,220
+3,326
| +18% | +$58.7K |
|
2008
Rithm Capital
RITM
$6.64B
| $392K | ﹤0.01% |
35,915
-4,388
| -11% | -$47.9K |
|
2009
Rhythm Pharmaceuticals
RYTM
$6.63B
| $391K | ﹤0.01% |
9,532
+2,352
| +33% | +$96.6K |
|
2010
Celldex Therapeutics
CLDX
$1.55B
| $391K | ﹤0.01% |
10,572
-2,581
| -20% | -$95.5K |
|
2011
Unity
U
$19.2B
| $390K | ﹤0.01% |
23,976
-2,293
| -9% | -$37.3K |
|
2012
Geron
GERN
$868M
| $386K | ﹤0.01% |
91,134
-39,115
| -30% | -$166K |
|
2013
Shift4
FOUR
$5.99B
| $384K | ﹤0.01% |
5,236
-152
| -3% | -$11.1K |
|
2014
Transocean
RIG
$2.96B
| $383K | ﹤0.01% |
+71,518
| New | +$383K |
|
2015
SharkNinja
SN
$16.2B
| $382K | ﹤0.01% |
+5,087
| New | +$382K |
|
2016
CRISPR Therapeutics
CRSP
$4.88B
| $381K | ﹤0.01% |
7,052
-33,418
| -83% | -$1.8M |
|
|
ESGR
2017
DELISTED
Enstar Group
ESGR
| $380K | ﹤0.01% |
1,242
-122
| -9% | -$37.3K |
|
2018
Safe Bulkers
SB
$456M
| $377K | ﹤0.01% |
64,745
+6,056
| +10% | +$35.2K |
|
2019
PTC Therapeutics
PTCT
$4.52B
| $377K | ﹤0.01% |
12,322
-5,442
| -31% | -$166K |
|
2020
Mueller Water Products
MWA
$4.18B
| $376K | ﹤0.01% |
20,990
+110
| +0.5% | +$1.97K |
|
2021
SPDR S&P Dividend ETF
SDY
$20.3B
| $373K | ﹤0.01% |
2,936
| – | – |
|
2022
Dole
DOLE
$1.29B
| $373K | ﹤0.01% |
30,493
+1,164
| +4% | +$14.2K |
|
2023
GlobalFoundries
GFS
$18.3B
| $371K | ﹤0.01% |
7,341
+811
| +12% | +$41K |
|
2024
SentinelOne
S
$6B
| $366K | ﹤0.01% |
17,380
-139,893
| -89% | -$2.94M |
|
2025
Build-A-Bear
BBW
$949M
| $363K | ﹤0.01% |
14,350
+1,636
| +13% | +$41.3K |
|