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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Natera
NTRA
$23.3B
| $13.6M | 0.01% |
402,627
+64,205
| +19% | +$2.16M |
|
1077
BrightView Holdings
BV
$1.31B
| $13.6M | 0.01% |
803,404
+21,205
| +3% | +$358K |
|
1078
HUB Group
HUBG
$2.21B
| $13.5M | 0.01% |
527,360
-182
| -0% | -$4.67K |
|
1079
Stride
LRN
$6.89B
| $13.5M | 0.01% |
664,260
+10,167
| +2% | +$207K |
|
1080
APA Corp
APA
$8.22B
| $13.5M | 0.01% |
527,821
-26,163
| -5% | -$670K |
|
|
VG
1081
DELISTED
Vonage Holdings Corporation
VG
| $13.5M | 0.01% |
1,821,659
+686
| +0% | +$5.08K |
|
|
MINI
1082
DELISTED
Mobile Mini Inc
MINI
| $13.5M | 0.01% |
355,735
-11,416
| -3% | -$433K |
|
1083
Hamilton Lane
HLNE
$6.55B
| $13.5M | 0.01% |
225,932
+5,409
| +2% | +$322K |
|
1084
Whirlpool
WHR
$5.24B
| $13.4M | 0.01% |
90,967
-3,280
| -3% | -$484K |
|
|
INVX
1085
Innovex International, Inc.
INVX
$1.15B
| $13.4M | 0.01% |
285,849
+273
| +0.1% | +$12.8K |
|
1086
F5
FFIV
$18.8B
| $13.4M | 0.01% |
95,621
+2,119
| +2% | +$296K |
|
1087
Sealed Air
SEE
$4.83B
| $13.2M | 0.01% |
332,567
-15,606
| -4% | -$622K |
|
1088
Teradata
TDC
$1.99B
| $13.2M | 0.01% |
494,047
-7,069
| -1% | -$189K |
|
1089
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
| $13.2M | 0.01% |
286,071
+37,037
| +15% | +$1.71M |
|
1090
Advanced Drainage Systems
WMS
$11B
| $13.2M | 0.01% |
339,767
+262,528
| +340% | +$10.2M |
|
|
DISH
1091
DELISTED
DISH Network Corp.
DISH
| $13.2M | 0.01% |
371,497
+15,529
| +4% | +$551K |
|
1092
Northwest Bancshares
NWBI
$1.83B
| $13.2M | 0.01% |
792,210
-9,598
| -1% | -$160K |
|
1093
Dana Inc
DAN
$2.73B
| $13.2M | 0.01% |
723,750
-29,466
| -4% | -$536K |
|
1094
Great Lakes Dredge & Dock
GLDD
$815M
| $13.1M | 0.01% |
1,158,359
+785,666
| +211% | +$8.9M |
|
|
PRFT
1095
DELISTED
Perficient Inc
PRFT
| $13.1M | 0.01% |
284,023
-4,146
| -1% | -$191K |
|
1096
Treehouse Foods
THS
$886M
| $13.1M | 0.01% |
269,435
-15,870
| -6% | -$770K |
|
1097
PRA Group
PRAA
$653M
| $13M | 0.01% |
358,772
+353
| +0.1% | +$12.8K |
|
|
CATM
1098
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $13M | 0.01% |
291,405
+2,008
| +0.7% | +$89.7K |
|
1099
Axos Financial
AX
$5.19B
| $13M | 0.01% |
429,426
-35,610
| -8% | -$1.08M |
|
1100
Newell Brands
NWL
$2.55B
| $13M | 0.01% |
676,148
-15,346
| -2% | -$295K |
|