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 | |
|---|---|---|---|---|---|---|
1376
Ambac
AMBC
$415M
| $7.76M | 0.01% |
359,902
+627
| +0.2% | +$13.5K |
|
1377
Children's Place
PLCE
$170M
| $7.74M | 0.01% |
123,791
+114
| +0.1% | +$7.13K |
|
1378
Adeia
ADEA
$1.65B
| $7.72M | 0.01% |
1,576,903
-41,708
| -3% | -$204K |
|
1379
Stewart Information Services
STC
$2.04B
| $7.69M | 0.01% |
188,427
+140
| +0.1% | +$5.71K |
|
1380
Bread Financial
BFH
$2.99B
| $7.62M | 0.01% |
85,124
-2,050
| -2% | -$184K |
|
1381
Pilgrim's Pride
PPC
$10.3B
| $7.61M | 0.01% |
232,586
+8,105
| +4% | +$265K |
|
|
TRHC
1382
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $7.56M | 0.01% |
155,311
+205
| +0.1% | +$9.98K |
|
1383
Marcus & Millichap
MMI
$1.26B
| $7.55M | 0.01% |
202,629
-3,929
| -2% | -$146K |
|
1384
Guess, Inc.
GES
$868M
| $7.54M | 0.01% |
337,080
+704
| +0.2% | +$15.8K |
|
|
WW
1385
DELISTED
WW International
WW
| $7.54M | 0.01% |
197,228
-7
| -0% | -$267 |
|
1386
Chord Energy
CHRD
$6.1B
| $7.51M | 0.01% |
2,304,163
+1,047,552
| +83% | +$3.41M |
|
|
DISCA
1387
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $7.5M | 0.01% |
228,971
-8,138
| -3% | -$266K |
|
1388
Cohu
COHU
$976M
| $7.49M | 0.01% |
327,563
+1,355
| +0.4% | +$31K |
|
1389
Astec Industries
ASTE
$1.06B
| $7.48M | 0.01% |
178,125
+384
| +0.2% | +$16.1K |
|
1390
Scansource
SCSC
$948M
| $7.46M | 0.01% |
201,992
+252
| +0.1% | +$9.31K |
|
|
TBI
1391
Trueblue
TBI
$171M
| $7.45M | 0.01% |
309,691
-8,501
| -3% | -$205K |
|
1392
Par Pacific Holdings
PARR
$1.69B
| $7.44M | 0.01% |
320,175
+26,157
| +9% | +$608K |
|
1393
Mercado Libre
MELI
$119B
| $7.43M | 0.01% |
12,994
-66
| -0.5% | -$37.7K |
|
1394
United Fire Group
UFCS
$792M
| $7.35M | 0.01% |
168,105
-1,224
| -0.7% | -$53.5K |
|
|
FSP
1395
Franklin Street Properties
FSP
$172M
| $7.35M | 0.01% |
858,288
+12,524
| +1% | +$107K |
|
|
MTSC
1396
DELISTED
MTS Systems Corp
MTSC
| $7.34M | 0.01% |
152,708
-1,080
| -0.7% | -$51.9K |
|
1397
IPG Photonics
IPGP
$3.44B
| $7.29M | 0.01% |
50,291
-1,898
| -4% | -$275K |
|
|
CIR
1398
DELISTED
CIRCOR International, Inc
CIR
| $7.27M | 0.01% |
157,300
+302
| +0.2% | +$14K |
|
1399
Macy's
M
$4.56B
| $7.2M | 0.01% |
423,494
-40,718
| -9% | -$692K |
|
1400
Extreme Networks
EXTR
$2.96B
| $7.2M | 0.01% |
976,425
+4,914
| +0.5% | +$36.2K |
|