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 |
iShares Core S&P 500 ETF
IVV
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
B
1376
Barrick Mining Corporation
B
$49.9B
| $7.68M | 0.01% |
414,029
-6,956
| -2% | -$129K |
|
1377
DNOW Inc
DNOW
$1.64B
| $7.65M | 0.01% |
686,311
-11,524
| -2% | -$128K |
|
1378
Dana Inc
DAN
$2.78B
| $7.63M | 0.01% |
506,914
+10,299
| +2% | +$155K |
|
1379
Hope Bancorp
HOPE
$1.42B
| $7.62M | 0.01% |
775,923
-19,003
| -2% | -$187K |
|
1380
Marten Transport
MRTN
$965M
| $7.58M | 0.01% |
361,832
-8,427
| -2% | -$177K |
|
1381
National Bank Holdings
NBHC
$1.46B
| $7.57M | 0.01% |
226,282
-3,692
| -2% | -$124K |
|
1382
PDF Solutions
PDFS
$783M
| $7.56M | 0.01% |
178,315
-3,820
| -2% | -$162K |
|
|
DEA
1383
Easterly Government Properties
DEA
$1.06B
| $7.54M | 0.01% |
219,476
-2,353
| -1% | -$80.8K |
|
1384
Pediatrix Medical
MD
$1.47B
| $7.54M | 0.01% |
505,590
-8,137
| -2% | -$121K |
|
1385
Digi International
DGII
$1.36B
| $7.53M | 0.01% |
223,666
-14,610
| -6% | -$492K |
|
1386
Pathward Financial
CASH
$1.74B
| $7.53M | 0.01% |
181,477
-13,080
| -7% | -$543K |
|
1387
Chefs' Warehouse
CHEF
$2.68B
| $7.5M | 0.01% |
220,321
-9,148
| -4% | -$311K |
|
1388
RadNet
RDNT
$5.66B
| $7.49M | 0.01% |
299,253
-7,207
| -2% | -$180K |
|
1389
Kaiser Aluminum
KALU
$1.24B
| $7.48M | 0.01% |
100,287
-2,741
| -3% | -$205K |
|
1390
Ligand Pharmaceuticals
LGND
$3.28B
| $7.48M | 0.01% |
101,670
-1,899
| -2% | -$140K |
|
1391
Cars.com
CARS
$848M
| $7.47M | 0.01% |
386,952
-8,011
| -2% | -$155K |
|
1392
National Beverage
FIZZ
$3.76B
| $7.44M | 0.01% |
141,037
-2,893
| -2% | -$153K |
|
1393
Upbound Group
UPBD
$1.46B
| $7.42M | 0.01% |
302,672
-6,163
| -2% | -$151K |
|
1394
Dynavax Technologies
DVAX
$1.13B
| $7.42M | 0.01% |
756,014
-24,402
| -3% | -$239K |
|
1395
Xerox
XRX
$464M
| $7.4M | 0.01% |
480,450
+1,262
| +0.3% | +$19.4K |
|
|
PRVB
1396
DELISTED
Provention Bio, Inc. Common Stock
PRVB
| $7.38M | 0.01% |
306,298
+67,225
| +28% | +$1.62M |
|
|
ARI
1397
Apollo Commercial Real Estate
ARI
$1.52B
| $7.33M | 0.01% |
786,832
-3,679
| -0.5% | -$34.3K |
|
|
CDMO
1398
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $7.27M | 0.01% |
387,609
-10,013
| -3% | -$188K |
|
1399
PROG Holdings
PRG
$1.42B
| $7.25M | 0.01% |
304,660
-3,518
| -1% | -$83.7K |
|
|
JWN
1400
DELISTED
Nordstrom
JWN
| $7.23M | 0.01% |
444,367
+4,109
| +0.9% | +$66.9K |
|