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 | |
|---|---|---|---|---|---|---|
1426
Veeco
VECO
$1.55B
| $6.72M | ﹤0.01% |
318,264
-7,399
| -2% | -$156K |
|
|
BBT
1427
Beacon Financial Corporation
BBT
$2.2B
| $6.72M | ﹤0.01% |
268,071
-6,910
| -3% | -$173K |
|
1428
B&G Foods
BGS
$363M
| $6.72M | ﹤0.01% |
432,471
-5,059
| -1% | -$78.6K |
|
1429
Eagle Bancorp
EGBN
$608M
| $6.71M | ﹤0.01% |
200,606
-8,247
| -4% | -$276K |
|
1430
Owens & Minor
OMI
$410M
| $6.7M | ﹤0.01% |
460,286
-5,680
| -1% | -$82.6K |
|
1431
Stellar Bancorp
STEL
$1.61B
| $6.69M | ﹤0.01% |
271,981
+128
| +0% | +$3.15K |
|
1432
Helix Energy Solutions
HLX
$923M
| $6.67M | ﹤0.01% |
862,092
-10,042
| -1% | -$77.7K |
|
1433
CoreCivic
CXW
$2.29B
| $6.67M | ﹤0.01% |
724,700
-12,256
| -2% | -$113K |
|
1434
Lazard
LAZ
$5.36B
| $6.66M | ﹤0.01% |
201,177
+1,142
| +0.6% | +$37.8K |
|
1435
Safety Insurance
SAFT
$1.1B
| $6.63M | ﹤0.01% |
88,928
-1,085
| -1% | -$80.9K |
|
|
PMT
1436
PennyMac Mortgage Investment
PMT
$1.08B
| $6.62M | ﹤0.01% |
536,805
-7,155
| -1% | -$88.2K |
|
1437
Stewart Information Services
STC
$2.09B
| $6.62M | ﹤0.01% |
163,995
-1,835
| -1% | -$74K |
|
1438
Nabors Industries
NBR
$622M
| $6.61M | ﹤0.01% |
54,254
-893
| -2% | -$109K |
|
|
MODV
1439
DELISTED
ModivCare
MODV
| $6.61M | ﹤0.01% |
78,578
-1,532
| -2% | -$129K |
|
1440
Vanguard Mid-Cap ETF
VO
$88.5B
| $6.59M | ﹤0.01% |
31,222
-43,050
| -58% | -$9.08M |
|
1441
AdvanSix
ASIX
$577M
| $6.57M | ﹤0.01% |
171,715
-3,812
| -2% | -$146K |
|
1442
Comstock Resources
CRK
$4.65B
| $6.55M | ﹤0.01% |
606,874
+532,058
| +711% | +$5.74M |
|
1443
Mohawk Industries
MHK
$8.59B
| $6.52M | ﹤0.01% |
65,078
+1,292
| +2% | +$129K |
|
1444
Photronics
PLAB
$1.33B
| $6.5M | ﹤0.01% |
391,991
-9,917
| -2% | -$164K |
|
1445
Healthcare Services Group
HCSG
$1.18B
| $6.46M | ﹤0.01% |
465,554
-9,377
| -2% | -$130K |
|
1446
Navient
NAVI
$1.3B
| $6.44M | ﹤0.01% |
402,826
-8,857
| -2% | -$142K |
|
|
AVID
1447
DELISTED
Avid Technology Inc
AVID
| $6.42M | ﹤0.01% |
200,672
-3,308
| -2% | -$106K |
|
1448
Scholastic
SCHL
$674M
| $6.4M | ﹤0.01% |
187,155
-4,235
| -2% | -$145K |
|
1449
Dine Brands
DIN
$369M
| $6.4M | ﹤0.01% |
94,656
-1,784
| -2% | -$121K |
|
1450
Under Armour Class C
UA
$2.09B
| $6.4M | ﹤0.01% |
750,494
-22,482
| -3% | -$192K |
|