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 | |
|---|---|---|---|---|---|---|
|
GCI
1301
DELISTED
Gannett Co., Inc
GCI
| $7.96M | 0.01% |
933,519
+10,564
| +1% | +$90.1K |
|
1302
Standard Motor Products
SMP
$889M
| $7.94M | 0.01% |
163,905
+922
| +0.6% | +$44.7K |
|
|
REGI
1303
DELISTED
Renewable Energy Group, Inc.
REGI
| $7.85M | 0.01% |
305,581
+3,496
| +1% | +$89.8K |
|
1304
Minerals Technologies
MTX
$1.99B
| $7.79M | 0.01% |
151,699
-6,738
| -4% | -$346K |
|
1305
Lear
LEA
$5.62B
| $7.76M | 0.01% |
63,194
-46,009
| -42% | -$5.65M |
|
|
SAIL
1306
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $7.76M | 0.01% |
330,397
+322,656
| +4,168% | +$7.58M |
|
|
DEA
1307
Easterly Government Properties
DEA
$1.07B
| $7.74M | 0.01% |
197,507
+2,480
| +1% | +$97.2K |
|
1308
Terex
TEX
$3.46B
| $7.7M | 0.01% |
279,444
-11,001
| -4% | -$303K |
|
1309
ArcBest
ARCB
$1.6B
| $7.7M | 0.01% |
224,606
+10,738
| +5% | +$368K |
|
|
AGS
1310
DELISTED
PlayAGS
AGS
| $7.69M | 0.01% |
334,376
-35,268
| -10% | -$811K |
|
1311
Affiliated Managers Group
AMG
$6.71B
| $7.69M | 0.01% |
78,916
-1,356
| -2% | -$132K |
|
1312
Tennant Co
TNC
$1.5B
| $7.67M | 0.01% |
147,149
+1,213
| +0.8% | +$63.2K |
|
|
VRE
1313
Veris Residential
VRE
$1.49B
| $7.61M | 0.01% |
388,575
-18,027
| -4% | -$353K |
|
1314
Werner Enterprises
WERN
$1.68B
| $7.6M | 0.01% |
257,128
+3,424
| +1% | +$101K |
|
1315
Exact Sciences
EXAS
$10.2B
| $7.58M | 0.01% |
120,136
+2,323
| +2% | +$147K |
|
1316
Lazard
LAZ
$5.25B
| $7.57M | 0.01% |
205,193
-268,162
| -57% | -$9.9M |
|
|
ADAM
1317
Adamas Trust, Inc. Common Stock
ADAM
$644M
| $7.57M | 0.01% |
321,341
+37,083
| +13% | +$874K |
|
1318
Sturm, Ruger & Co
RGR
$600M
| $7.54M | 0.01% |
141,734
-2,542
| -2% | -$135K |
|
1319
ProPetro Holding
PUMP
$484M
| $7.54M | 0.01% |
612,076
+74
| +0% | +$912 |
|
1320
Tompkins Financial
TMP
$1B
| $7.54M | 0.01% |
100,470
+547
| +0.5% | +$41K |
|
1321
Benchmark Electronics
BHE
$1.41B
| $7.52M | 0.01% |
354,878
-21,282
| -6% | -$451K |
|
|
MDRX
1322
DELISTED
Veradigm Inc. Common Stock
MDRX
| $7.51M | 0.01% |
778,695
-5,375
| -0.7% | -$51.8K |
|
|
SPPI
1323
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $7.47M | 0.01% |
853,294
+21,080
| +3% | +$184K |
|
1324
Belden
BDC
$5.21B
| $7.46M | 0.01% |
178,702
-2,960
| -2% | -$124K |
|
1325
Flowserve
FLS
$7.36B
| $7.45M | 0.01% |
196,051
+2,881
| +1% | +$110K |
|