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 | |
|---|---|---|---|---|---|---|
1176
CorVel
CRVL
$4.39B
| $14.5M | 0.01% |
208,944
-21,687
| -9% | -$1.5M |
|
1177
Lindblad Expeditions
LIND
$717M
| $14.5M | 0.01% |
928,230
+3,942
| +0.4% | +$61.5K |
|
1178
Glaukos
GKOS
$5.02B
| $14.5M | 0.01% |
+325,326
| New | +$14.5M |
|
1179
Cabot Corp
CBT
$4.21B
| $14.4M | 0.01% |
256,375
-13,256
| -5% | -$745K |
|
1180
Eagle Bancorp
EGBN
$596M
| $14.4M | 0.01% |
246,543
-4,941
| -2% | -$288K |
|
1181
Methode Electronics
MEI
$292M
| $14.4M | 0.01% |
292,091
-5,364
| -2% | -$264K |
|
1182
iShares Russell 1000 Value ETF
IWD
$63.4B
| $14.4M | 0.01% |
86,372
-526
| -0.6% | -$87.4K |
|
1183
Knowles
KN
$1.85B
| $14.4M | 0.01% |
614,917
-12,546
| -2% | -$293K |
|
1184
Lincoln National
LNC
$7.88B
| $14.3M | 0.01% |
209,515
-15,859
| -7% | -$1.08M |
|
1185
ACI Worldwide
ACIW
$5.17B
| $14.3M | 0.01% |
411,690
-10,035
| -2% | -$348K |
|
1186
Tri Pointe Homes
TPH
$3.07B
| $14.3M | 0.01% |
511,273
-75,185
| -13% | -$2.1M |
|
1187
Everest Group
EG
$14.3B
| $14.3M | 0.01% |
52,049
-2,526
| -5% | -$692K |
|
1188
Vericel Corp
VCEL
$1.58B
| $14.3M | 0.01% |
362,627
-44,916
| -11% | -$1.77M |
|
1189
Loews
L
$19.9B
| $14.2M | 0.01% |
246,105
-12,956
| -5% | -$748K |
|
1190
ONE Gas
OGS
$4.5B
| $14.2M | 0.01% |
183,117
-2,155
| -1% | -$167K |
|
1191
Monro
MNRO
$507M
| $14.2M | 0.01% |
243,650
-37,407
| -13% | -$2.18M |
|
|
REGI
1192
DELISTED
Renewable Energy Group, Inc.
REGI
| $14.2M | 0.01% |
334,491
-7,900
| -2% | -$335K |
|
|
GTM
1193
ZoomInfo Technologies
GTM
$3.63B
| $14.2M | 0.01% |
220,780
+25,184
| +13% | +$1.62M |
|
1194
Lumen
LUMN
$6.3B
| $14.2M | 0.01% |
1,129,302
-128,459
| -10% | -$1.61M |
|
1195
Snap
SNAP
$11.9B
| $14.2M | 0.01% |
300,855
-168,567
| -36% | -$7.93M |
|
1196
Interparfums
IPAR
$3.47B
| $14.1M | 0.01% |
132,211
+7,446
| +6% | +$796K |
|
|
SAFM
1197
DELISTED
Sanderson Farms Inc
SAFM
| $14.1M | 0.01% |
73,882
-1,699
| -2% | -$325K |
|
1198
W.R. Berkley
WRB
$27.4B
| $14.1M | 0.01% |
385,301
-14,614
| -4% | -$535K |
|
1199
Patrick Industries
PATK
$3.72B
| $14.1M | 0.01% |
262,233
-17,772
| -6% | -$956K |
|
1200
Renasant Corp
RNST
$3.67B
| $14.1M | 0.01% |
371,608
-12,944
| -3% | -$491K |
|