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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
+$173M |
| 2 |
FRC
First Republic Bank
FRC
|
+$124M |
| 3 |
Equinix
EQIX
|
+$94.5M |
| 4 |
Brookfield
BN
|
+$89.3M |
| 5 |
Hilton Worldwide
HLT
|
+$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Mammoth Energy Services
TUSK
$115M
| $17.4M | 0.02% |
543,043
-11,813
| -2% | -$379K |
|
|
VG
877
DELISTED
Vonage Holdings Corporation
VG
| $17.4M | 0.02% |
1,632,710
+40,126
| +3% | +$427K |
|
|
GAP
878
The Gap, Inc.
GAP
$8.99B
| $17.4M | 0.02% |
557,049
+142,335
| +34% | +$4.44M |
|
879
Molina Healthcare
MOH
$10.2B
| $17.3M | 0.02% |
213,616
+14,047
| +7% | +$1.14M |
|
880
Simmons First National
SFNC
$2.99B
| $17.3M | 0.02% |
609,471
+13,297
| +2% | +$378K |
|
|
EE
881
DELISTED
El Paso Electric Company
EE
| $17.3M | 0.02% |
339,946
+9,767
| +3% | +$498K |
|
882
Woodward
WWD
$14.4B
| $17.3M | 0.02% |
241,831
+5,609
| +2% | +$402K |
|
883
Myriad Genetics
MYGN
$715M
| $17.2M | 0.02% |
583,702
+21,001
| +4% | +$621K |
|
884
Take-Two Interactive
TTWO
$45.5B
| $17.2M | 0.02% |
176,388
-440,930
| -71% | -$43.1M |
|
885
Celanese
CE
$5.13B
| $17.2M | 0.02% |
171,982
+32,101
| +23% | +$3.22M |
|
|
AJRD
886
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $17.2M | 0.02% |
616,157
+12,780
| +2% | +$357K |
|
887
Avient
AVNT
$3.44B
| $17.2M | 0.02% |
404,668
+17,377
| +4% | +$739K |
|
|
AXE
888
DELISTED
Anixter International Inc
AXE
| $17.2M | 0.02% |
226,953
+5,196
| +2% | +$394K |
|
889
Wolfspeed
WOLF
$294M
| $17.2M | 0.02% |
425,759
+11,376
| +3% | +$459K |
|
890
Viavi Solutions
VIAV
$2.74B
| $17.1M | 0.02% |
1,764,190
+37,253
| +2% | +$362K |
|
|
BMS
891
DELISTED
Bemis
BMS
| $17.1M | 0.02% |
393,747
+10,757
| +3% | +$468K |
|
|
FNGN
892
DELISTED
Financial Engines, Inc.
FNGN
| $17.1M | 0.02% |
489,485
+8,714
| +2% | +$305K |
|
893
Bank of Hawaii
BOH
$2.74B
| $17.1M | 0.02% |
205,867
+9,699
| +5% | +$806K |
|
|
LSI
894
DELISTED
Life Storage, Inc.
LSI
| $17M | 0.02% |
305,069
+8,001
| +3% | +$445K |
|
895
LivaNova
LIVN
$3.13B
| $17M | 0.02% |
191,925
+5,532
| +3% | +$490K |
|
896
Sealed Air
SEE
$4.99B
| $17M | 0.02% |
396,802
+19,220
| +5% | +$822K |
|
897
Medifast
MED
$153M
| $17M | 0.02% |
181,561
-131
| -0.1% | -$12.2K |
|
|
MDCO
898
DELISTED
Medicines Co
MDCO
| $17M | 0.02% |
514,595
+14,611
| +3% | +$481K |
|
|
TCF
899
DELISTED
TCF Financial Corporation Common Stock
TCF
| $16.9M | 0.02% |
309,617
+9,094
| +3% | +$497K |
|
900
Federated Hermes
FHI
$4.2B
| $16.9M | 0.02% |
505,666
+17,744
| +4% | +$593K |
|