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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Signet Jewelers
SIG
$3.73B
| $4.98M | ﹤0.01% |
484,622
+86,586
| +22% | +$889K |
|
1427
CorVel
CRVL
$4.39B
| $4.97M | ﹤0.01% |
210,444
-18,300
| -8% | -$432K |
|
1428
Wabash National
WNC
$457M
| $4.97M | ﹤0.01% |
467,566
+56,618
| +14% | +$601K |
|
|
X
1429
DELISTED
US Steel
X
| $4.94M | ﹤0.01% |
683,948
+159,683
| +30% | +$1.15M |
|
|
SPLK
1430
DELISTED
Splunk Inc
SPLK
| $4.94M | ﹤0.01% |
24,841
+20,623
| +489% | +$4.1M |
|
1431
ATN International
ATNI
$250M
| $4.92M | ﹤0.01% |
81,167
-1,367
| -2% | -$82.8K |
|
1432
Ambac
AMBC
$413M
| $4.9M | ﹤0.01% |
341,920
-3,688
| -1% | -$52.8K |
|
1433
Abercrombie & Fitch
ANF
$4.12B
| $4.9M | ﹤0.01% |
460,072
-16,056
| -3% | -$171K |
|
1434
Veeva Systems
VEEV
$45.3B
| $4.89M | ﹤0.01% |
20,871
+4,583
| +28% | +$1.07M |
|
1435
Denali Therapeutics
DNLI
$2.07B
| $4.89M | ﹤0.01% |
202,022
-2,231
| -1% | -$53.9K |
|
1436
SiriusPoint
SPNT
$2.22B
| $4.88M | ﹤0.01% |
650,133
+31,853
| +5% | +$239K |
|
1437
Universal Electronics
UEIC
$62.3M
| $4.87M | ﹤0.01% |
103,916
-1,751
| -2% | -$82K |
|
|
TVTY
1438
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $4.84M | ﹤0.01% |
427,032
+99,326
| +30% | +$1.13M |
|
1439
CTS Corp
CTS
$1.23B
| $4.84M | ﹤0.01% |
241,282
-6,399
| -3% | -$128K |
|
1440
Adtalem Global Education
ATGE
$4.94B
| $4.82M | ﹤0.01% |
154,771
-4,816
| -3% | -$150K |
|
1441
Cinemark Holdings
CNK
$3.25B
| $4.82M | ﹤0.01% |
417,064
+101,341
| +32% | +$1.17M |
|
1442
Oceaneering
OII
$2.43B
| $4.81M | ﹤0.01% |
752,748
-8,229
| -1% | -$52.6K |
|
|
HNGR
1443
DELISTED
Hanger Inc.
HNGR
| $4.81M | ﹤0.01% |
290,436
+7,047
| +2% | +$117K |
|
1444
Scansource
SCSC
$974M
| $4.81M | ﹤0.01% |
199,596
+5,533
| +3% | +$133K |
|
1445
Varex Imaging
VREX
$469M
| $4.8M | ﹤0.01% |
317,125
+13,686
| +5% | +$207K |
|
1446
Terex
TEX
$3.46B
| $4.79M | ﹤0.01% |
255,228
+49,561
| +24% | +$930K |
|
1447
MillerKnoll
MLKN
$1.4B
| $4.78M | ﹤0.01% |
202,463
-11,856
| -6% | -$280K |
|
1448
Apogee Enterprises
APOG
$903M
| $4.76M | ﹤0.01% |
206,529
+5,079
| +3% | +$117K |
|
|
INN
1449
Summit Hotel Properties
INN
$623M
| $4.75M | ﹤0.01% |
801,607
-8,538
| -1% | -$50.6K |
|
1450
Yelp
YELP
$1.95B
| $4.72M | ﹤0.01% |
204,101
+15,290
| +8% | +$354K |
|