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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Brinker International
EAT
$6.92B
| $8.49M | 0.01% |
202,222
-6,184
| -3% | -$260K |
|
1327
Usana Health Sciences
USNA
$556M
| $8.49M | 0.01% |
108,065
-1,179
| -1% | -$92.6K |
|
|
TIVO
1328
DELISTED
Tivo Inc
TIVO
| $8.49M | 0.01% |
1,000,553
+8,498
| +0.9% | +$72.1K |
|
1329
Encore Capital Group
ECPG
$1.01B
| $8.44M | 0.01% |
238,794
+20,617
| +9% | +$729K |
|
|
X
1330
DELISTED
US Steel
X
| $8.43M | 0.01% |
738,345
-2,296
| -0.3% | -$26.2K |
|
1331
Matador Resources
MTDR
$6.04B
| $8.38M | 0.01% |
466,089
-299
| -0.1% | -$5.37K |
|
1332
Fresh Del Monte Produce
FDP
$1.7B
| $8.37M | 0.01% |
239,324
-1,096
| -0.5% | -$38.3K |
|
1333
Photronics
PLAB
$1.33B
| $8.37M | 0.01% |
530,893
+889
| +0.2% | +$14K |
|
|
REGI
1334
DELISTED
Renewable Energy Group, Inc.
REGI
| $8.36M | 0.01% |
310,302
-35,982
| -10% | -$970K |
|
1335
The Greenbrier Companies
GBX
$1.44B
| $8.35M | 0.01% |
257,526
+1,034
| +0.4% | +$33.5K |
|
1336
Quanta Services
PWR
$59.7B
| $8.34M | 0.01% |
204,870
-6,740
| -3% | -$274K |
|
1337
Harley-Davidson
HOG
$3.73B
| $8.34M | 0.01% |
224,204
-11,146
| -5% | -$415K |
|
|
SAFE
1338
Safehold
SAFE
$1.17B
| $8.33M | 0.01% |
117,882
+19,743
| +20% | +$1.39M |
|
|
AKS
1339
DELISTED
AK Steel Holding Corp.
AKS
| $8.32M | 0.01% |
2,529,698
-2,461
| -0.1% | -$8.1K |
|
1340
Tanger
SKT
$3.9B
| $8.32M | 0.01% |
564,820
+6,371
| +1% | +$93.8K |
|
|
ARR
1341
Armour Residential REIT
ARR
$1.74B
| $8.31M | 0.01% |
93,053
-320
| -0.3% | -$28.6K |
|
1342
WNS Holdings
WNS
$3.25B
| $8.31M | 0.01% |
125,577
-104,870
| -46% | -$6.94M |
|
1343
Terex
TEX
$3.52B
| $8.29M | 0.01% |
278,510
+282
| +0.1% | +$8.4K |
|
1344
SiTime
SITM
$6.64B
| $8.29M | 0.01% |
+325,000
| New | +$8.29M |
|
1345
Commault Systems
CVLT
$7.82B
| $8.28M | 0.01% |
185,384
+8,835
| +5% | +$394K |
|
|
ENDP
1346
DELISTED
Endo International plc
ENDP
| $8.24M | 0.01% |
1,757,332
-15,155
| -0.9% | -$71.1K |
|
1347
Artivion
AORT
$1.97B
| $8.21M | 0.01% |
302,928
+389
| +0.1% | +$10.5K |
|
1348
Heritage Financial
HFWA
$845M
| $8.19M | 0.01% |
289,306
-1,592
| -0.5% | -$45.1K |
|
1349
3D Systems Corporation
DDD
$289M
| $8.19M | 0.01% |
935,595
+3,697
| +0.4% | +$32.3K |
|
1350
Golden Entertainment
GDEN
$641M
| $8.15M | 0.01% |
424,272
-6,126
| -1% | -$118K |
|