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 | |
|---|---|---|---|---|---|---|
|
CVG
1201
DELISTED
Convergys
CVG
| $11M | 0.01% |
484,464
+11,281
| +2% | +$255K |
|
1202
S&T Bancorp
STBA
$1.51B
| $10.9M | 0.01% |
273,787
+6,080
| +2% | +$243K |
|
1203
Jack in the Box
JACK
$342M
| $10.9M | 0.01% |
128,091
+3,531
| +3% | +$301K |
|
1204
Repligen
RGEN
$6.72B
| $10.9M | 0.01% |
302,002
+2,335
| +0.8% | +$84.5K |
|
1205
AAR Corp
AIR
$2.71B
| $10.9M | 0.01% |
247,559
+6,618
| +3% | +$292K |
|
1206
W&T Offshore
WTI
$258M
| $10.9M | 0.01% |
2,463,408
-9,711
| -0.4% | -$43K |
|
1207
SPX Corp
SPXC
$9.4B
| $10.9M | 0.01% |
335,442
+16,598
| +5% | +$539K |
|
1208
Tri Pointe Homes
TPH
$3.18B
| $10.9M | 0.01% |
662,403
+17,023
| +3% | +$280K |
|
|
AAT
1209
American Assets Trust
AAT
$1.28B
| $10.8M | 0.01% |
324,034
+13,785
| +4% | +$461K |
|
1210
Employers Holdings
EIG
$996M
| $10.8M | 0.01% |
267,523
+8,510
| +3% | +$344K |
|
1211
TEGNA Inc
TGNA
$3.38B
| $10.7M | 0.01% |
942,254
+21,355
| +2% | +$243K |
|
1212
Avanos Medical
AVNS
$576M
| $10.7M | 0.01% |
232,419
+6,411
| +3% | +$295K |
|
1213
Extreme Networks
EXTR
$3.02B
| $10.7M | 0.01% |
967,304
+890,753
| +1,164% | +$9.86M |
|
1214
Enerpac Tool Group
EPAC
$2.33B
| $10.7M | 0.01% |
459,952
+12,318
| +3% | +$286K |
|
1215
Clean Harbors
CLH
$12.8B
| $10.6M | 0.01% |
217,677
+4,092
| +2% | +$200K |
|
1216
MaxLinear
MXL
$1.4B
| $10.6M | 0.01% |
467,041
+11,080
| +2% | +$252K |
|
|
AVTA
1217
DELISTED
Avantax, Inc. Common Stock
AVTA
| $10.6M | 0.01% |
431,545
+13,123
| +3% | +$323K |
|
1218
Western Alliance Bancorporation
WAL
$9.89B
| $10.6M | 0.01% |
182,136
-10,172
| -5% | -$591K |
|
|
GOV
1219
DELISTED
Government Properties Income Trust
GOV
| $10.5M | 0.01% |
770,229
+18,314
| +2% | +$250K |
|
|
VRTU
1220
DELISTED
Virtusa Corporation
VRTU
| $10.5M | 0.01% |
216,493
+12,136
| +6% | +$588K |
|
|
CSRA
1221
DELISTED
CSRA Inc.
CSRA
| $10.5M | 0.01% |
253,995
-1,489
| -0.6% | -$61.4K |
|
1222
Oxford Industries
OXM
$770M
| $10.5M | 0.01% |
140,238
+4,283
| +3% | +$319K |
|
1223
Commault Systems
CVLT
$8.04B
| $10.5M | 0.01% |
182,732
-426
| -0.2% | -$24.4K |
|
1224
Federal Signal
FSS
$7.77B
| $10.4M | 0.01% |
474,038
+13,161
| +3% | +$290K |
|
|
TLRD
1225
DELISTED
Tailored Brands, Inc.
TLRD
| $10.4M | 0.01% |
415,705
+23,773
| +6% | +$596K |
|