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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Gibraltar Industries
ROCK
$1.81B
| $9.58M | 0.01% |
269,035
+10,672
| +4% | +$380K |
|
1202
Dana Inc
DAN
$2.77B
| $9.57M | 0.01% |
702,238
-26,921
| -4% | -$367K |
|
|
TIVO
1203
DELISTED
Tivo Inc
TIVO
| $9.57M | 0.01% |
1,016,732
+6,002
| +0.6% | +$56.5K |
|
1204
Cavco Industries
CVCO
$4.33B
| $9.54M | 0.01% |
73,137
+557
| +0.8% | +$72.6K |
|
1205
Sleep Number
SNBR
$216M
| $9.53M | 0.01% |
300,456
-15,255
| -5% | -$484K |
|
|
NTUS
1206
DELISTED
Natus Medical Inc
NTUS
| $9.53M | 0.01% |
280,065
+4,461
| +2% | +$152K |
|
1207
Shake Shack
SHAK
$4.06B
| $9.53M | 0.01% |
209,837
-1,331
| -0.6% | -$60.5K |
|
|
UFS
1208
DELISTED
DOMTAR CORPORATION (New)
UFS
| $9.53M | 0.01% |
271,282
-10,416
| -4% | -$366K |
|
1209
Anywhere Real Estate
HOUS
$788M
| $9.5M | 0.01% |
647,377
+1,411
| +0.2% | +$20.7K |
|
1210
Heritage Financial
HFWA
$835M
| $9.48M | 0.01% |
319,031
+32,281
| +11% | +$959K |
|
1211
Nektar Therapeutics
NKTR
$906M
| $9.47M | 0.01% |
19,215
+176
| +0.9% | +$86.8K |
|
1212
PotlatchDeltic
PCH
$3.24B
| $9.47M | 0.01% |
299,225
-31,752
| -10% | -$1M |
|
1213
3D Systems Corporation
DDD
$286M
| $9.43M | 0.01% |
926,993
-4,163
| -0.4% | -$42.3K |
|
|
GPOR
1214
DELISTED
Gulfport Energy Corp.
GPOR
| $9.42M | 0.01% |
1,437,907
+625,752
| +77% | +$4.1M |
|
1215
BJ's Restaurants
BJRI
$690M
| $9.4M | 0.01% |
185,888
+2,849
| +2% | +$144K |
|
|
PDCO
1216
DELISTED
Patterson Companies, Inc.
PDCO
| $9.39M | 0.01% |
477,579
+423
| +0.1% | +$8.32K |
|
1217
CoreCivic
CXW
$2.27B
| $9.38M | 0.01% |
525,881
-6,970
| -1% | -$124K |
|
1218
Lindsay Corp
LNN
$1.52B
| $9.36M | 0.01% |
97,205
+307
| +0.3% | +$29.5K |
|
1219
Kimco Realty
KIM
$15.2B
| $9.32M | 0.01% |
636,184
-24,647
| -4% | -$361K |
|
|
PPBI
1220
DELISTED
Pacific Premier Bancorp
PPBI
| $9.32M | 0.01% |
365,180
-32,350
| -8% | -$826K |
|
|
CADE
1221
DELISTED
Cadence Bancorporation
CADE
| $9.3M | 0.01% |
554,405
-130,405
| -19% | -$2.19M |
|
|
FLIR
1222
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $9.22M | 0.01% |
211,860
-14,392
| -6% | -$627K |
|
1223
Columbia Sportswear
COLM
$2.99B
| $9.22M | 0.01% |
109,648
+104,732
| +2,130% | +$8.81M |
|
1224
Cheesecake Factory
CAKE
$2.81B
| $9.14M | 0.01% |
210,172
-15,953
| -7% | -$694K |
|
1225
Sally Beauty Holdings
SBH
$1.49B
| $9.13M | 0.01% |
535,419
-1,070
| -0.2% | -$18.2K |
|