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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SIX
1301
DELISTED
Six Flags Entertainment Corp.
SIX
| $8.08M | 0.01% |
456,492
+148,685
| +48% | +$2.63M |
|
1302
Royal Bank of Canada
RY
$203B
| $8.07M | 0.01% |
89,157
-42,587
| -32% | -$3.85M |
|
1303
Cinemark Holdings
CNK
$3.25B
| $8.05M | 0.01% |
664,866
-5,182
| -0.8% | -$62.8K |
|
1304
First Bancorp
FBNC
$2.29B
| $8.05M | 0.01% |
219,987
+6,283
| +3% | +$230K |
|
1305
Digital Turbine
APPS
$501M
| $8.04M | 0.01% |
558,063
+4,274
| +0.8% | +$61.6K |
|
|
MODV
1306
DELISTED
ModivCare
MODV
| $8M | 0.01% |
80,269
+1,433
| +2% | +$143K |
|
1307
Gibraltar Industries
ROCK
$1.78B
| $7.98M | 0.01% |
194,861
-7,386
| -4% | -$302K |
|
1308
Openlane
KAR
$3.07B
| $7.97M | 0.01% |
713,514
-35,955
| -5% | -$402K |
|
1309
Century Communities
CCS
$2B
| $7.94M | 0.01% |
185,496
-16,729
| -8% | -$716K |
|
1310
Shutterstock
SSTK
$742M
| $7.89M | 0.01% |
157,336
-8,927
| -5% | -$448K |
|
1311
Canadian Natural Resources
CNQ
$64.9B
| $7.88M | 0.01% |
336,752
-164,059
| -33% | -$3.84M |
|
1312
XPEL
XPEL
$960M
| $7.86M | 0.01% |
121,908
+17,170
| +16% | +$1.11M |
|
1313
First Commonwealth Financial
FCF
$1.84B
| $7.84M | 0.01% |
610,500
-66,463
| -10% | -$853K |
|
1314
Catalyst Pharmaceutical
CPRX
$2.44B
| $7.8M | 0.01% |
608,167
+535,171
| +733% | +$6.87M |
|
1315
Alamo Group
ALG
$2.49B
| $7.8M | 0.01% |
63,790
+1,582
| +3% | +$193K |
|
|
PGTI
1316
DELISTED
PGT, Inc.
PGTI
| $7.8M | 0.01% |
372,070
-4,095
| -1% | -$85.8K |
|
1317
Clearfield
CLFD
$453M
| $7.8M | 0.01% |
74,501
+63,045
| +550% | +$6.6M |
|
1318
InterDigital
IDCC
$8.33B
| $7.74M | 0.01% |
191,490
-22,891
| -11% | -$925K |
|
1319
Triumph Financial, Inc.
TFIN
$1.4B
| $7.72M | 0.01% |
142,052
-4,886
| -3% | -$266K |
|
|
SPWR
1320
DELISTED
SunPower Corporation Common Stock
SPWR
| $7.72M | 0.01% |
335,068
+2,410
| +0.7% | +$55.5K |
|
1321
Stewart Information Services
STC
$2.09B
| $7.7M | 0.01% |
176,529
-16,291
| -8% | -$711K |
|
|
BBT
1322
Beacon Financial Corporation
BBT
$2.17B
| $7.7M | 0.01% |
282,158
-10,099
| -3% | -$276K |
|
1323
Digi International
DGII
$1.33B
| $7.69M | 0.01% |
222,566
-11,734
| -5% | -$406K |
|
1324
Urban Outfitters
URBN
$6.07B
| $7.69M | 0.01% |
391,567
-23,982
| -6% | -$471K |
|
1325
Coca-Cola Consolidated
COKE
$10.6B
| $7.69M | 0.01% |
186,690
-115,970
| -38% | -$4.78M |
|