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 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 2 |
DaVita
DVA
|
$195M |
| 3 |
Crown Castle
CCI
|
$180M |
| 4 |
Wells Fargo
WFC
|
$164M |
| 5 |
NetEase
NTES
|
$121M |
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 | |
|---|---|---|---|---|---|---|
2051
Conduent
CNDT
$434M
| $292K | ﹤0.01% |
18,065
-6,556
| -27% | -$106K |
|
2052
Renasant Corp
RNST
$3.68B
| $292K | ﹤0.01% |
7,138
-41
| -0.6% | -$1.68K |
|
|
RAD
2053
DELISTED
Rite Aid Corporation
RAD
| $291K | ﹤0.01% |
+147,854
| New | +$291K |
|
2054
Ingersoll Rand
IR
$31B
| $290K | ﹤0.01% |
+8,556
| New | +$290K |
|
2055
Vital Energy
VTLE
$717M
| $286K | ﹤0.01% |
26,922
+2,993
| +13% | +$31.8K |
|
2056
RELX
RELX
$83B
| $284K | ﹤0.01% |
12,000
-2,000
| -14% | -$47.3K |
|
2057
OneMain Financial
OMF
$7.26B
| $283K | ﹤0.01% |
+10,893
| New | +$283K |
|
2058
Verint Systems
VRNT
$1.23B
| $282K | ﹤0.01% |
6,743
+56
| +0.8% | +$2.34K |
|
2059
CBIZ
CBZ
$3.46B
| $281K | ﹤0.01% |
18,170
+438
| +2% | +$6.77K |
|
2060
Etsy
ETSY
$5.12B
| $281K | ﹤0.01% |
13,754
+104
| +0.8% | +$2.13K |
|
|
QUOT
2061
DELISTED
Quotient Technology Inc
QUOT
| $278K | ﹤0.01% |
+23,660
| New | +$278K |
|
2062
Penske Automotive Group
PAG
$12.2B
| $277K | ﹤0.01% |
5,797
+655
| +13% | +$31.3K |
|
2063
Esperion Therapeutics
ESPR
$468M
| $274K | ﹤0.01% |
+4,169
| New | +$274K |
|
2064
Premier
PINC
$2.14B
| $274K | ﹤0.01% |
9,402
-687
| -7% | -$20K |
|
2065
Shenandoah Telecom
SHEN
$711M
| $274K | ﹤0.01% |
8,097
+145
| +2% | +$4.91K |
|
2066
iShares Core US Aggregate Bond ETF
AGG
$130B
| $273K | ﹤0.01% |
+2,498
| New | +$273K |
|
2067
Camping World
CWH
$1.08B
| $273K | ﹤0.01% |
+6,095
| New | +$273K |
|
2068
Amkor Technology
AMKR
$5.91B
| $269K | ﹤0.01% |
26,770
-49,697
| -65% | -$499K |
|
|
SIR
2069
DELISTED
SELECT INCOME REIT
SIR
| $267K | ﹤0.01% |
10,623
-211
| -2% | -$5.3K |
|
|
ELME
2070
Elme Communities
ELME
$1.5B
| $266K | ﹤0.01% |
8,546
-4,248
| -33% | -$132K |
|
2071
CNA Financial
CNA
$13.3B
| $265K | ﹤0.01% |
4,997
+174
| +4% | +$9.23K |
|
|
CRCM
2072
DELISTED
CARE.COM, INC.
CRCM
| $265K | ﹤0.01% |
+14,673
| New | +$265K |
|
|
DOOR
2073
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $263K | ﹤0.01% |
3,543
-1,608
| -31% | -$119K |
|
|
AAMI
2074
Acadian Asset Management Inc.
AAMI
$1.81B
| $262K | ﹤0.01% |
+15,657
| New | +$262K |
|
|
DATA
2075
DELISTED
Tableau Software, Inc.
DATA
| $261K | ﹤0.01% |
3,772
-5,808
| -61% | -$402K |
|