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 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Cimpress
CMPR
$1.49B
| $356K | ﹤0.01% |
2,973
+28
| +1% | +$3.35K |
|
2027
Element Solutions
ESI
$6.21B
| $349K | ﹤0.01% |
35,165
+349
| +1% | +$3.46K |
|
|
CHUBK
2028
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
| $349K | ﹤0.01% |
+16,966
| New | +$349K |
|
2029
RPC Inc
RES
$1.06B
| $339K | ﹤0.01% |
13,277
+908
| +7% | +$23.2K |
|
|
WLL
2030
DELISTED
Whiting Petroleum Corporation
WLL
| $339K | ﹤0.01% |
171
+15
| +10% | +$29.7K |
|
2031
AnaptysBio
ANAB
$590M
| $334K | ﹤0.01% |
+3,319
| New | +$334K |
|
2032
Otter Tail
OTTR
$3.54B
| $334K | ﹤0.01% |
+7,523
| New | +$334K |
|
2033
Rush Enterprises Class A
RUSHA
$4.56B
| $334K | ﹤0.01% |
14,807
+240
| +2% | +$5.41K |
|
|
CAVM
2034
DELISTED
Cavium, Inc.
CAVM
| $334K | ﹤0.01% |
+3,986
| New | +$334K |
|
|
CORR
2035
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $322K | ﹤0.01% |
8,428
-5,795
| -41% | -$221K |
|
|
ARCH
2036
DELISTED
Arch Resources, Inc.
ARCH
| $321K | ﹤0.01% |
3,451
-6,175
| -64% | -$574K |
|
2037
First Citizens BancShares
FCNCA
$26B
| $319K | ﹤0.01% |
791
-380
| -32% | -$153K |
|
2038
Pilgrim's Pride
PPC
$10.5B
| $317K | ﹤0.01% |
10,194
-1,617
| -14% | -$50.3K |
|
|
GNBC
2039
DELISTED
Green Bancorp, Inc
GNBC
| $317K | ﹤0.01% |
+15,601
| New | +$317K |
|
|
VGR
2040
DELISTED
Vector Group Ltd.
VGR
| $316K | ﹤0.01% |
21,955
+5,216
| +31% | +$75.1K |
|
2041
Cleveland-Cliffs
CLF
$5.2B
| $311K | ﹤0.01% |
43,155
-118,323
| -73% | -$853K |
|
2042
SiteOne Landscape Supply
SITE
$6.58B
| $310K | ﹤0.01% |
4,041
+38
| +0.9% | +$2.92K |
|
|
QTS
2043
DELISTED
QTS REALTY TRUST, INC.
QTS
| $308K | ﹤0.01% |
5,696
+155
| +3% | +$8.38K |
|
|
CAI
2044
DELISTED
CAI International, Inc.
CAI
| $307K | ﹤0.01% |
+10,827
| New | +$307K |
|
2045
Morningstar
MORN
$10.9B
| $304K | ﹤0.01% |
3,133
+551
| +21% | +$53.5K |
|
|
MTOR
2046
DELISTED
MERITOR, Inc.
MTOR
| $303K | ﹤0.01% |
12,932
+111
| +0.9% | +$2.6K |
|
2047
Triumph Financial, Inc.
TFIN
$1.52B
| $301K | ﹤0.01% |
9,568
+705
| +8% | +$22.2K |
|
2048
Golar LNG
GLNG
$4.49B
| $300K | ﹤0.01% |
10,066
| – | – |
|
|
BRSL
2049
Brightstar Lottery PLC
BRSL
$3.17B
| $294K | ﹤0.01% |
+11,079
| New | +$294K |
|
|
ARGO
2050
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $294K | ﹤0.01% |
5,484
-282,674
| -98% | -$15.2M |
|