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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
$229M |
| 2 |
Simon Property Group
SPG
|
$190M |
| 3 |
PX
Praxair Inc
PX
|
$171M |
| 4 |
Alibaba
BABA
|
$149M |
| 5 |
O'Reilly Automotive
ORLY
|
$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CIM
2026
Chimera Investment
CIM
$1.2B
| $301K | ﹤0.01% |
5,637
-1,349
| -19% | -$72K |
|
2027
Middleby
MIDD
$7.32B
| $300K | ﹤0.01% |
2,923
+623
| +27% | +$63.9K |
|
2028
Otter Tail
OTTR
$3.52B
| $300K | ﹤0.01% |
6,053
-11
| -0.2% | -$545 |
|
2029
Westlake Corp
WLK
$11.5B
| $298K | ﹤0.01% |
4,509
-1,528
| -25% | -$101K |
|
2030
Energy Select Sector SPDR Fund
XLE
$26.7B
| $297K | ﹤0.01% |
+5,183
| New | +$297K |
|
2031
Peabody Energy
BTU
$2.33B
| $295K | ﹤0.01% |
9,673
-1,027
| -10% | -$31.3K |
|
|
CORR
2032
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $293K | ﹤0.01% |
8,868
+700
| +9% | +$23.1K |
|
|
BFYT
2033
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $291K | ﹤0.01% |
10,904
-4,188
| -28% | -$112K |
|
|
KNL
2034
DELISTED
Knoll, Inc.
KNL
| $290K | ﹤0.01% |
17,602
+3,750
| +27% | +$61.8K |
|
2035
Brookdale Senior Living
BKD
$1.83B
| $289K | ﹤0.01% |
43,122
-3,064
| -7% | -$20.5K |
|
2036
Inspire Global Hope ETF
BLES
$118M
| $289K | ﹤0.01% |
+11,938
| New | +$289K |
|
2037
TriNet
TNET
$3.43B
| $286K | ﹤0.01% |
6,811
-18,223
| -73% | -$765K |
|
|
NXTM
2038
DELISTED
NxStage Medical Inc.
NXTM
| $286K | ﹤0.01% |
9,982
+417
| +4% | +$11.9K |
|
2039
Boot Barn
BOOT
$5.58B
| $285K | ﹤0.01% |
16,748
+3,286
| +24% | +$55.9K |
|
|
FRAN
2040
DELISTED
Francesca's Holdings Corporation
FRAN
| $285K | ﹤0.01% |
24,491
+223
| +0.9% | +$2.6K |
|
2041
Heritage Commerce
HTBK
$628M
| $283K | ﹤0.01% |
24,948
+8,892
| +55% | +$101K |
|
|
PDM
2042
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $283K | ﹤0.01% |
16,584
-1,263
| -7% | -$21.6K |
|
2043
CarGurus
CARG
$3.59B
| $282K | ﹤0.01% |
8,349
-3,219
| -28% | -$109K |
|
2044
Bankunited
BKU
$2.93B
| $281K | ﹤0.01% |
9,375
-2,024
| -18% | -$60.7K |
|
|
USG
2045
DELISTED
Usg
USG
| $281K | ﹤0.01% |
6,595
-1,866
| -22% | -$79.5K |
|
2046
iShares MSCI EAFE Value ETF
EFV
$27.8B
| $280K | ﹤0.01% |
+6,192
| New | +$280K |
|
|
ARGO
2047
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $280K | ﹤0.01% |
4,160
-453
| -10% | -$30.5K |
|
2048
Center Bancorp
CNOB
$1.29B
| $277K | ﹤0.01% |
15,010
+3,431
| +30% | +$63.3K |
|
2049
Apple Hospitality REIT
APLE
$3.09B
| $275K | ﹤0.01% |
19,286
-5,233
| -21% | -$74.6K |
|
|
MFA
2050
MFA Financial
MFA
$1.07B
| $275K | ﹤0.01% |
10,275
-1,349
| -12% | -$36.1K |
|