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 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Yelp
YELP
$1.98B
| $324K | ﹤0.01% |
10,809
-3,042
| -22% | -$91.2K |
|
|
VGR
2027
DELISTED
Vector Group Ltd.
VGR
| $324K | ﹤0.01% |
15,186
+3,207
| +27% | +$68.4K |
|
2028
Verint Systems
VRNT
$1.23B
| $322K | ﹤0.01% |
7,923
+431
| +6% | +$17.5K |
|
|
CBI
2029
DELISTED
Chicago Bridge & Iron Nv
CBI
| $322K | ﹤0.01% |
16,327
-859
| -5% | -$16.9K |
|
|
VIA
2030
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $321K | ﹤0.01% |
+17,056
| New | +$321K |
|
2031
MACOM Technology Solutions
MTSI
$9.76B
| $315K | ﹤0.01% |
5,641
+1,198
| +27% | +$66.9K |
|
2032
MGP Ingredients
MGPI
$624M
| $312K | ﹤0.01% |
6,101
+798
| +15% | +$40.8K |
|
|
SIR
2033
DELISTED
SELECT INCOME REIT
SIR
| $312K | ﹤0.01% |
12,982
-42,923
| -77% | -$1.03M |
|
2034
Sarepta Therapeutics
SRPT
$1.77B
| $310K | ﹤0.01% |
9,199
-256
| -3% | -$8.63K |
|
2035
Generac Holdings
GNRC
$10.5B
| $309K | ﹤0.01% |
8,563
-4,907
| -36% | -$177K |
|
2036
Capitol Federal Financial
CFFN
$836M
| $308K | ﹤0.01% |
21,686
+6,366
| +42% | +$90.4K |
|
|
RDUS
2037
DELISTED
Radius Health, Inc.
RDUS
| $308K | ﹤0.01% |
6,809
+839
| +14% | +$38K |
|
|
AVXS
2038
DELISTED
AveXis, Inc. Common Stock
AVXS
| $307K | ﹤0.01% |
+3,736
| New | +$307K |
|
|
WLL
2039
DELISTED
Whiting Petroleum Corporation
WLL
| $304K | ﹤0.01% |
55,204
+19,486
| +55% | +$107K |
|
2040
TrueCar
TRUE
$187M
| $302K | ﹤0.01% |
15,164
+4,826
| +47% | +$96.1K |
|
2041
Artisan Partners
APAM
$3.26B
| $298K | ﹤0.01% |
9,716
-33,946
| -78% | -$1.04M |
|
2042
WesBanco
WSBC
$3.11B
| $298K | ﹤0.01% |
7,543
-123,077
| -94% | -$4.86M |
|
2043
Diamond Hill
DHIL
$388M
| $297K | ﹤0.01% |
+1,488
| New | +$297K |
|
2044
Rush Enterprises Class A
RUSHA
$4.46B
| $296K | ﹤0.01% |
+7,971
| New | +$296K |
|
|
VG
2045
DELISTED
Vonage Holdings Corporation
VG
| $295K | ﹤0.01% |
45,061
+21,671
| +93% | +$142K |
|
|
LOXO
2046
DELISTED
Loxo Oncology, Inc
LOXO
| $294K | ﹤0.01% |
+3,664
| New | +$294K |
|
|
FSB
2047
DELISTED
Franklin Financial Network, Inc.
FSB
| $293K | ﹤0.01% |
+7,092
| New | +$293K |
|
|
SNC
2048
DELISTED
State National Companies, Inc.
SNC
| $291K | ﹤0.01% |
+15,857
| New | +$291K |
|
|
MNDT
2049
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $290K | ﹤0.01% |
+19,084
| New | +$290K |
|
2050
Ubiquiti
UI
$32B
| $286K | ﹤0.01% |
5,512
-557
| -9% | -$28.9K |
|