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 | |
|---|---|---|---|---|---|---|
|
AAWW
1251
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $8.77M | 0.01% |
207,755
+1,254
| +0.6% | +$52.9K |
|
1252
PENN Entertainment
PENN
$2.86B
| $8.76M | 0.01% |
465,323
-278,673
| -37% | -$5.25M |
|
|
NCI
1253
DELISTED
Navigant Consulting, Inc.
NCI
| $8.76M | 0.01% |
364,172
+787
| +0.2% | +$18.9K |
|
|
WAGE
1254
DELISTED
WageWorks, Inc.
WAGE
| $8.74M | 0.01% |
321,798
-4,024
| -1% | -$109K |
|
1255
Range Resources
RRC
$8.41B
| $8.71M | 0.01% |
910,125
-14,430
| -2% | -$138K |
|
|
PRSU
1256
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $8.69M | 0.01% |
173,527
+49
| +0% | +$2.45K |
|
|
NP
1257
DELISTED
Neenah, Inc. Common Stock
NP
| $8.66M | 0.01% |
146,974
-703
| -0.5% | -$41.4K |
|
1258
Jack in the Box
JACK
$350M
| $8.6M | 0.01% |
110,753
-10,970
| -9% | -$852K |
|
|
DISH
1259
DELISTED
DISH Network Corp.
DISH
| $8.59M | 0.01% |
344,104
-5,923
| -2% | -$148K |
|
|
SAFM
1260
DELISTED
Sanderson Farms Inc
SAFM
| $8.59M | 0.01% |
86,463
-4,054
| -4% | -$403K |
|
|
USCR
1261
DELISTED
U S Concrete, Inc.
USCR
| $8.58M | 0.01% |
243,078
+114,072
| +88% | +$4.02M |
|
|
FSB
1262
DELISTED
Franklin Financial Network, Inc.
FSB
| $8.57M | 0.01% |
324,889
+12,663
| +4% | +$334K |
|
1263
AZZ Inc
AZZ
$3.52B
| $8.54M | 0.01% |
211,489
+1,338
| +0.6% | +$54K |
|
1264
Harley-Davidson
HOG
$3.63B
| $8.5M | 0.01% |
249,073
-9,501
| -4% | -$324K |
|
1265
FormFactor
FORM
$2.32B
| $8.48M | 0.01% |
601,607
+5,221
| +0.9% | +$73.6K |
|
1266
Group 1 Automotive
GPI
$6.03B
| $8.47M | 0.01% |
160,697
+1,508
| +0.9% | +$79.5K |
|
|
CIO
1267
City Office REIT
CIO
$280M
| $8.45M | 0.01% |
823,966
-801,828
| -49% | -$8.22M |
|
1268
Trinseo
TSE
$87.7M
| $8.44M | 0.01% |
184,328
-93,299
| -34% | -$4.27M |
|
|
CHK
1269
DELISTED
Chesapeake Energy Corporation
CHK
| $8.43M | 0.01% |
20,075
-279
| -1% | -$117K |
|
|
INN
1270
Summit Hotel Properties
INN
$623M
| $8.43M | 0.01% |
866,399
+4,636
| +0.5% | +$45.1K |
|
1271
Boise Cascade
BCC
$3.2B
| $8.42M | 0.01% |
353,139
-2,850
| -0.8% | -$68K |
|
1272
Urban Edge Properties
UE
$2.66B
| $8.41M | 0.01% |
506,098
-1,702
| -0.3% | -$28.3K |
|
|
ESIO
1273
DELISTED
Electro Scientific Industries
ESIO
| $8.4M | 0.01% |
280,443
-22,532
| -7% | -$675K |
|
1274
Orthofix Medical
OFIX
$589M
| $8.4M | 0.01% |
159,945
-5,145
| -3% | -$270K |
|
1275
Veritex Holdings
VBTX
$1.88B
| $8.4M | 0.01% |
392,672
+380,772
| +3,200% | +$8.14M |
|