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 | |
|---|---|---|---|---|---|---|
1401
Invesco S&P Global Water Index ETF
CGW
$997M
| $7.19M | 0.01% |
174,751
+62,411
| +56% | +$2.57M |
|
1402
Shutterstock
SSTK
$715M
| $7.18M | 0.01% |
167,434
+4,326
| +3% | +$186K |
|
1403
Comtech Telecommunications
CMTL
$65.3M
| $7.17M | 0.01% |
201,977
-5,201
| -3% | -$185K |
|
|
PGTI
1404
DELISTED
PGT, Inc.
PGTI
| $7.16M | 0.01% |
480,221
-19,713
| -4% | -$294K |
|
1405
Central Pacific Financial
CPF
$834M
| $7.16M | 0.01% |
241,922
-2,115
| -0.9% | -$62.6K |
|
1406
Avanos Medical
AVNS
$558M
| $7.13M | 0.01% |
211,499
+7,400
| +4% | +$249K |
|
1407
HNI Corp
HNI
$2.06B
| $7.13M | 0.01% |
190,243
-1,934
| -1% | -$72.5K |
|
1408
CNX Resources
CNX
$4.14B
| $7.11M | 0.01% |
803,234
-14,523
| -2% | -$129K |
|
1409
Innovative Industrial Properties
IIPR
$1.58B
| $7.11M | 0.01% |
93,653
+4,360
| +5% | +$331K |
|
1410
Resideo Technologies
REZI
$5.39B
| $7.08M | 0.01% |
593,722
+72,137
| +14% | +$861K |
|
|
GAP
1411
The Gap, Inc.
GAP
$8.93B
| $7.05M | 0.01% |
398,544
-18,471
| -4% | -$327K |
|
1412
Vanda Pharmaceuticals
VNDA
$265M
| $7.04M | 0.01% |
429,168
+8,980
| +2% | +$147K |
|
1413
Rollins
ROL
$27.3B
| $7.04M | 0.01% |
318,566
-10,648
| -3% | -$235K |
|
|
XLRN
1414
DELISTED
Acceleron Pharma Inc.
XLRN
| $7.03M | 0.01% |
132,547
-8,543
| -6% | -$453K |
|
1415
Triumph Financial, Inc.
TFIN
$1.42B
| $7.01M | 0.01% |
184,319
-5,841
| -3% | -$222K |
|
1416
FibroGen
FGEN
$46.5M
| $6.98M | 0.01% |
6,508
-93
| -1% | -$99.7K |
|
1417
Cloudflare
NET
$77.7B
| $6.98M | 0.01% |
408,914
-5,060
| -1% | -$86.3K |
|
1418
Orthofix Medical
OFIX
$563M
| $6.95M | 0.01% |
150,544
+439
| +0.3% | +$20.3K |
|
|
TVTY
1419
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $6.94M | 0.01% |
341,256
+1,714
| +0.5% | +$34.9K |
|
|
MDRX
1420
DELISTED
Veradigm Inc. Common Stock
MDRX
| $6.93M | 0.01% |
705,626
-22,382
| -3% | -$220K |
|
|
FARO
1421
DELISTED
Faro Technologies
FARO
| $6.92M | 0.01% |
137,500
+741
| +0.5% | +$37.3K |
|
1422
E.W. Scripps
SSP
$246M
| $6.92M | 0.01% |
440,679
-8,645
| -2% | -$136K |
|
1423
CorVel
CRVL
$4.39B
| $6.9M | 0.01% |
237,066
+11,310
| +5% | +$329K |
|
1424
Altice USA
ATUS
$1.09B
| $6.87M | 0.01% |
251,109
-174,152
| -41% | -$4.76M |
|
1425
Designer Brands
DBI
$229M
| $6.86M | 0.01% |
435,915
+730
| +0.2% | +$11.5K |
|