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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HTS
1176
DELISTED
HATTERAS FINANCIAL CORP
HTS
| $7.06M | 0.01% |
537,081
-296,028
| -36% | -$3.89M |
|
|
HF
1177
DELISTED
HFF Inc.
HF
| $7.06M | 0.01% |
227,110
+2,345
| +1% | +$72.9K |
|
1178
Clean Harbors
CLH
$12.7B
| $7.04M | 0.01% |
169,074
+379
| +0.2% | +$15.8K |
|
1179
Quaker Houghton
KWR
$2.46B
| $7.01M | 0.01% |
90,769
+3,386
| +4% | +$262K |
|
1180
Silgan Holdings
SLGN
$4.71B
| $7M | 0.01% |
260,764
+7,024
| +3% | +$189K |
|
|
QLGC
1181
DELISTED
QLOGIC CORP
QLGC
| $7M | 0.01% |
573,575
+357
| +0.1% | +$4.36K |
|
|
EXAM
1182
DELISTED
EXAMWORKS GROUP INC COM STK (DE)
EXAM
| $6.98M | 0.01% |
262,545
+14,016
| +6% | +$373K |
|
|
CYNO
1183
DELISTED
Cynosure, Inc. Class A
CYNO
| $6.98M | 0.01% |
156,189
+12,845
| +9% | +$574K |
|
|
ALOG
1184
DELISTED
Analogic Corp
ALOG
| $6.97M | 0.01% |
84,357
+5,969
| +8% | +$493K |
|
|
SWC
1185
DELISTED
Stillwater Mining Co
SWC
| $6.96M | 0.01% |
812,670
+35,885
| +5% | +$308K |
|
|
DMND
1186
DELISTED
DIAMOND FOODS, INC.
DMND
| $6.95M | 0.01% |
180,155
+13,783
| +8% | +$531K |
|
|
QEP
1187
DELISTED
QEP RESOURCES, INC.
QEP
| $6.94M | 0.01% |
517,635
+15,088
| +3% | +$202K |
|
1188
Albany International
AIN
$1.71B
| $6.93M | 0.01% |
189,561
+8,343
| +5% | +$305K |
|
1189
Urban Edge Properties
UE
$2.66B
| $6.91M | 0.01% |
294,518
-115,251
| -28% | -$2.7M |
|
1190
8x8 Inc
EGHT
$286M
| $6.9M | 0.01% |
602,135
+31,036
| +5% | +$355K |
|
1191
FirstCash
FCFS
$6.49B
| $6.85M | 0.01% |
183,017
+1,121
| +0.6% | +$42K |
|
1192
Lumentum
LITE
$11.4B
| $6.84M | 0.01% |
310,550
+16,512
| +6% | +$364K |
|
|
CUB
1193
DELISTED
Cubic Corporation
CUB
| $6.81M | 0.01% |
144,180
+6,740
| +5% | +$318K |
|
|
RDC
1194
DELISTED
Rowan Companies Plc
RDC
| $6.81M | 0.01% |
401,800
+11,265
| +3% | +$191K |
|
1195
Heartland Express
HTLD
$656M
| $6.77M | 0.01% |
397,939
+5,239
| +1% | +$89.2K |
|
1196
iRobot
IRBT
$107M
| $6.77M | 0.01% |
191,338
+3,431
| +2% | +$121K |
|
1197
Energizer
ENR
$2.02B
| $6.77M | 0.01% |
198,845
+5,474
| +3% | +$186K |
|
1198
Scholastic
SCHL
$691M
| $6.75M | 0.01% |
175,037
+11,953
| +7% | +$461K |
|
1199
Cheesecake Factory
CAKE
$2.82B
| $6.75M | 0.01% |
146,338
+3,841
| +3% | +$177K |
|
1200
Federal Signal
FSS
$7.64B
| $6.73M | 0.01% |
424,787
+15,840
| +4% | +$251K |
|