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 |
CoStar Group
CSGP
|
+$317M |
| 2 |
Digital Realty Trust
DLR
|
+$256M |
| 3 |
American Tower
AMT
|
+$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
+$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
+$358M |
| 2 |
Wayfair
W
|
+$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$146M |
| 4 |
Welltower
WELL
|
+$145M |
| 5 |
Host Hotels & Resorts
HST
|
+$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABTX
1401
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $3.74M | ﹤0.01% |
155,137
-5,968
| -4% | -$144K |
|
1402
M/I Homes
MHO
$4B
| $3.73M | ﹤0.01% |
225,499
-8,496
| -4% | -$140K |
|
1403
United Natural Foods
UNFI
$1.72B
| $3.72M | ﹤0.01% |
405,063
-19,710
| -5% | -$181K |
|
1404
Central Pacific Financial
CPF
$834M
| $3.71M | ﹤0.01% |
233,379
-8,543
| -4% | -$136K |
|
|
HA
1405
DELISTED
Hawaiian Holdings, Inc.
HA
| $3.7M | ﹤0.01% |
354,850
-1,711,122
| -83% | -$17.9M |
|
1406
AMC Networks
AMCX
$328M
| $3.7M | ﹤0.01% |
152,069
-62,950
| -29% | -$1.53M |
|
1407
TechTarget
TTGT
$404M
| $3.69M | ﹤0.01% |
179,222
-7,182
| -4% | -$148K |
|
1408
Dine Brands
DIN
$361M
| $3.65M | ﹤0.01% |
127,405
-5,264
| -4% | -$151K |
|
|
KREF
1409
KKR Real Estate Finance Trust
KREF
$644M
| $3.65M | ﹤0.01% |
243,351
-5,595
| -2% | -$84K |
|
1410
Range Resources
RRC
$8.3B
| $3.65M | ﹤0.01% |
1,601,322
-51,478
| -3% | -$117K |
|
1411
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$929M
| $3.64M | ﹤0.01% |
168,539
+52,435
| +45% | +$1.13M |
|
1412
ArcBest
ARCB
$1.61B
| $3.63M | ﹤0.01% |
207,395
-9,079
| -4% | -$159K |
|
1413
Pediatrix Medical
MD
$1.44B
| $3.63M | ﹤0.01% |
312,149
-108,469
| -26% | -$1.26M |
|
|
CKH
1414
DELISTED
Seacor Holdings Inc.
CKH
| $3.62M | ﹤0.01% |
134,210
-5,511
| -4% | -$149K |
|
1415
BioMarin Pharmaceuticals
BMRN
$10.5B
| $3.62M | ﹤0.01% |
42,780
+1,737
| +4% | +$147K |
|
1416
Boyd Gaming
BYD
$6.84B
| $3.61M | ﹤0.01% |
250,543
-102,245
| -29% | -$1.47M |
|
1417
Nu Skin
NUS
$570M
| $3.59M | ﹤0.01% |
164,478
-76,692
| -32% | -$1.68M |
|
1418
Dave & Buster's
PLAY
$769M
| $3.59M | ﹤0.01% |
274,372
-9,511
| -3% | -$124K |
|
1419
Denali Therapeutics
DNLI
$2.14B
| $3.58M | ﹤0.01% |
204,253
-20,656
| -9% | -$362K |
|
1420
PC Connection
CNXN
$1.6B
| $3.57M | ﹤0.01% |
+86,532
| New | +$3.57M |
|
1421
Veeco
VECO
$1.52B
| $3.55M | ﹤0.01% |
371,015
-15,346
| -4% | -$147K |
|
1422
Ichor Holdings
ICHR
$567M
| $3.55M | ﹤0.01% |
185,055
-6,773
| -4% | -$130K |
|
|
ECHO
1423
DELISTED
Echo Global Logistics, Inc.
ECHO
| $3.54M | ﹤0.01% |
207,079
-8,566
| -4% | -$146K |
|
|
MDRX
1424
DELISTED
Veradigm Inc. Common Stock
MDRX
| $3.52M | ﹤0.01% |
500,501
-205,125
| -29% | -$1.44M |
|
1425
Heidrick & Struggles
HSII
$1.02B
| $3.51M | ﹤0.01% |
156,020
-5,979
| -4% | -$135K |
|