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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
UNT
1401
DELISTED
UNIT Corporation
UNT
| $6.45M | 0.01% |
451,399
+4,430
| +1% | +$63.3K |
|
1402
FibroGen
FGEN
$49.8M
| $6.42M | 0.01% |
5,548
-507
| -8% | -$587K |
|
|
SLCA
1403
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $6.41M | 0.01% |
629,283
+3,709
| +0.6% | +$37.8K |
|
|
PRFT
1404
DELISTED
Perficient Inc
PRFT
| $6.4M | 0.01% |
287,680
-9,320
| -3% | -$207K |
|
1405
Andersons Inc
ANDE
$1.39B
| $6.39M | 0.01% |
213,696
+1,165
| +0.5% | +$34.8K |
|
1406
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$53.5M
| $6.39M | 0.01% |
205,717
+5,716
| +3% | +$177K |
|
1407
WisdomTree
WT
$2.06B
| $6.38M | 0.01% |
960,002
-2,090
| -0.2% | -$13.9K |
|
|
GPMT
1408
Granite Point Mortgage Trust
GPMT
$142M
| $6.36M | 0.01% |
352,805
+1,924
| +0.5% | +$34.7K |
|
1409
Ambac
AMBC
$410M
| $6.35M | 0.01% |
368,066
+2,041
| +0.6% | +$35.2K |
|
1410
AngioDynamics
ANGO
$446M
| $6.32M | 0.01% |
313,869
-7,318
| -2% | -$147K |
|
1411
Winnebago Industries
WGO
$963M
| $6.31M | 0.01% |
260,590
-5,561
| -2% | -$135K |
|
1412
ATN International
ATNI
$238M
| $6.3M | 0.01% |
88,136
+523
| +0.6% | +$37.4K |
|
|
UHT
1413
Universal Health Realty Income Trust
UHT
$580M
| $6.3M | 0.01% |
102,670
+567
| +0.6% | +$34.8K |
|
|
FBC
1414
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $6.3M | 0.01% |
+238,608
| New | +$6.3M |
|
|
ROCC
1415
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $6.29M | 0.01% |
116,325
+8,116
| +8% | +$439K |
|
|
CHS
1416
DELISTED
Chicos FAS, Inc.
CHS
| $6.29M | 0.01% |
1,118,719
+41,000
| +4% | +$230K |
|
1417
Avis
CAR
$5.47B
| $6.28M | 0.01% |
279,519
-59,357
| -18% | -$1.33M |
|
1418
Principal Exchange-Traded Funds Principal Value ETF
PY
$143M
| $6.27M | 0.01% |
226,630
+26,629
| +13% | +$737K |
|
1419
Worthington Enterprises
WOR
$3.2B
| $6.27M | 0.01% |
292,108
-9,519
| -3% | -$204K |
|
1420
World Kinect Corp
WKC
$1.43B
| $6.25M | 0.01% |
291,992
-16,361
| -5% | -$350K |
|
1421
IPG Photonics
IPGP
$3.43B
| $6.24M | 0.01% |
55,082
+1,420
| +3% | +$161K |
|
|
VIVO
1422
DELISTED
Meridian Bioscience Inc
VIVO
| $6.24M | 0.01% |
359,175
-97
| -0% | -$1.68K |
|
1423
Chefs' Warehouse
CHEF
$2.69B
| $6.23M | 0.01% |
+194,648
| New | +$6.23M |
|
1424
Helix Energy Solutions
HLX
$923M
| $6.22M | 0.01% |
1,150,100
+4,351
| +0.4% | +$23.5K |
|
|
DPLO
1425
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $6.19M | 0.01% |
459,522
-12,637
| -3% | -$170K |
|