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 | |
|---|---|---|---|---|---|---|
|
TRCO
2326
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| – | – |
-8,262
| Closed | -$338K |
|
|
BBOX
2327
DELISTED
Black Box Corp
BBOX
| – | – |
-114,159
| Closed | -$371K |
|
|
BCR
2328
DELISTED
CR Bard Inc.
BCR
| – | – |
-111,871
| Closed | -$35.9M |
|
|
SNC
2329
DELISTED
State National Companies, Inc.
SNC
| – | – |
-15,857
| Closed | -$333K |
|
|
DGI
2330
DELISTED
DigitalGlobe Inc.
DGI
| – | – |
-6,488
| Closed | -$229K |
|
2331
Hilltop Holdings
HTH
$2.21B
| – | – |
-7,860
| Closed | -$204K |
|
2332
iShares Russell 2000 ETF
IWM
$67B
| – | – |
-9,922
| Closed | -$1.47M |
|
|
STBZ
2333
DELISTED
State Bank Financial Corporation. Common Stock
STBZ
| – | – |
-13,479
| Closed | -$386K |
|
|
RBS.PRS.CL
2334
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| – | – |
-284,570
| Closed | -$7.31M |
|
|
AFSI
2335
DELISTED
AmTrust Financial Services, Inc.
AFSI
| – | – |
-3,701,583
| Closed | -$49.8M |
|