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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Horace Mann Educators
HMN
$1.89B
| $10.7M | 0.01% |
276,435
-6,728
| -2% | -$260K |
|
1352
Palomar
PLMR
$3.18B
| $10.7M | 0.01% |
164,828
-4,633
| -3% | -$300K |
|
1353
Jack in the Box
JACK
$345M
| $10.7M | 0.01% |
122,021
-20,781
| -15% | -$1.82M |
|
1354
Autoliv
ALV
$9.63B
| $10.7M | 0.01% |
103,148
-13,514
| -12% | -$1.4M |
|
|
VGR
1355
DELISTED
Vector Group Ltd.
VGR
| $10.7M | 0.01% |
928,325
-449,872
| -33% | -$5.16M |
|
1356
Buckle
BKE
$3.06B
| $10.6M | 0.01% |
251,002
-17,814
| -7% | -$754K |
|
1357
Cracker Barrel
CBRL
$1.09B
| $10.6M | 0.01% |
82,359
-2,792
| -3% | -$359K |
|
1358
Mercury Systems
MRCY
$4.3B
| $10.6M | 0.01% |
192,407
-1,669
| -0.9% | -$91.9K |
|
1359
Molson Coors Class B
TAP
$9.7B
| $10.6M | 0.01% |
227,960
-8,746
| -4% | -$405K |
|
|
CCXI
1360
DELISTED
ChemoCentryx, Inc.
CCXI
| $10.6M | 0.01% |
289,902
+276,152
| +2,008% | +$10.1M |
|
|
CSR
1361
Centerspace
CSR
$972M
| $10.6M | 0.01% |
95,163
-640
| -0.7% | -$71K |
|
1362
Ollie's Bargain Outlet
OLLI
$7.95B
| $10.5M | 0.01% |
205,971
-4,268
| -2% | -$218K |
|
1363
Global Net Lease
GNL
$1.81B
| $10.5M | 0.01% |
689,891
+6,189
| +0.9% | +$94.6K |
|
1364
Standex International
SXI
$2.44B
| $10.5M | 0.01% |
95,146
-1,363
| -1% | -$151K |
|
1365
First Bancorp
FBNC
$2.27B
| $10.5M | 0.01% |
230,184
+35,548
| +18% | +$1.63M |
|
1366
Texas Capital Bancshares
TCBI
$3.99B
| $10.5M | 0.01% |
174,584
-156,644
| -47% | -$9.44M |
|
1367
Evolent Health
EVH
$1.07B
| $10.5M | 0.01% |
379,478
+194,279
| +105% | +$5.38M |
|
1368
Astec Industries
ASTE
$1.06B
| $10.5M | 0.01% |
151,473
-3,643
| -2% | -$252K |
|
|
TRTN
1369
DELISTED
Triton International Limited
TRTN
| $10.5M | 0.01% |
174,129
-46,970
| -21% | -$2.83M |
|
1370
NIO
NIO
$12.8B
| $10.4M | 0.01% |
329,645
+307,863
| +1,413% | +$9.75M |
|
1371
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $10.4M | 0.01% |
125,116
+97,969
| +361% | +$8.13M |
|
1372
ThredUp
TDUP
$1.33B
| $10.4M | 0.01% |
813,594
+15,372
| +2% | +$196K |
|
1373
Vroom, Inc. Common Stock
VRM
$131M
| $10.4M | 0.01% |
12,016
-108
| -0.9% | -$93.2K |
|
1374
TTM Technologies
TTMI
$5.11B
| $10.4M | 0.01% |
695,032
-40,356
| -5% | -$601K |
|
1375
FirstCash
FCFS
$6.46B
| $10.4M | 0.01% |
138,390
-2,038
| -1% | -$152K |
|