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 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1151
Howmet Aerospace
HWM
$74.1B
| $15M | 0.01% |
470,686
-15,728
| -3% | -$501K |
|
1152
Array Technologies
ARRY
$1.25B
| $15M | 0.01% |
953,149
-4,538
| -0.5% | -$71.2K |
|
1153
Commault Systems
CVLT
$7.84B
| $15M | 0.01% |
216,930
-29,742
| -12% | -$2.05M |
|
1154
Lulu's Fashion Lounge
LVLU
$11.3M
| $14.9M | 0.01% |
+97,217
| New | +$14.9M |
|
1155
Adeia
ADEA
$1.65B
| $14.9M | 0.01% |
2,970,468
-209,816
| -7% | -$1.05M |
|
1156
Fox Class A
FOXA
$25.5B
| $14.9M | 0.01% |
402,613
-13,237
| -3% | -$488K |
|
1157
Hancock Whitney
HWC
$5.35B
| $14.8M | 0.01% |
296,728
-4,047
| -1% | -$202K |
|
1158
Huron Consulting
HURN
$2.36B
| $14.8M | 0.01% |
297,239
-3,264
| -1% | -$163K |
|
1159
Terex
TEX
$3.45B
| $14.8M | 0.01% |
337,378
-16,392
| -5% | -$720K |
|
|
EPAY
1160
DELISTED
Bottomline Technologies Inc
EPAY
| $14.8M | 0.01% |
262,104
-6,023
| -2% | -$340K |
|
1161
Carter's
CRI
$1.04B
| $14.8M | 0.01% |
145,933
-8,203
| -5% | -$830K |
|
1162
Hexcel
HXL
$4.93B
| $14.8M | 0.01% |
285,105
-4,763
| -2% | -$247K |
|
|
SWCH
1163
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $14.8M | 0.01% |
515,595
-73,181
| -12% | -$2.1M |
|
1164
Gibraltar Industries
ROCK
$1.79B
| $14.8M | 0.01% |
221,230
-5,204
| -2% | -$347K |
|
1165
Brink's
BCO
$4.76B
| $14.7M | 0.01% |
224,784
+46,325
| +26% | +$3.04M |
|
1166
Denali Therapeutics
DNLI
$2.14B
| $14.7M | 0.01% |
330,275
+26,448
| +9% | +$1.18M |
|
|
MGLN
1167
DELISTED
Magellan Health Services, Inc.
MGLN
| $14.7M | 0.01% |
154,981
-3,694
| -2% | -$351K |
|
|
HSKA
1168
DELISTED
Heska Corp
HSKA
| $14.7M | 0.01% |
80,606
-7,759
| -9% | -$1.42M |
|
|
CTXS
1169
DELISTED
Citrix Systems Inc
CTXS
| $14.6M | 0.01% |
154,786
-3,425
| -2% | -$324K |
|
1170
PRA Group
PRAA
$653M
| $14.6M | 0.01% |
290,590
-22,235
| -7% | -$1.12M |
|
1171
DoorDash
DASH
$110B
| $14.6M | 0.01% |
97,867
+81,666
| +504% | +$12.2M |
|
|
ELME
1172
Elme Communities
ELME
$1.51B
| $14.6M | 0.01% |
563,541
-13,234
| -2% | -$342K |
|
1173
SentinelOne
S
$5.95B
| $14.5M | 0.01% |
287,453
+971
| +0.3% | +$49K |
|
1174
Wendy's
WEN
$1.87B
| $14.5M | 0.01% |
607,850
-13,441
| -2% | -$321K |
|
1175
MACOM Technology Solutions
MTSI
$9.81B
| $14.5M | 0.01% |
185,095
+30,823
| +20% | +$2.41M |
|