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 | |
|---|---|---|---|---|---|---|
1451
Fossil Group
FOSL
$159M
| $5.81M | 0.01% |
369,394
+2,516
| +0.7% | +$39.6K |
|
1452
OraSure Technologies
OSUR
$238M
| $5.81M | 0.01% |
497,258
-8,636
| -2% | -$101K |
|
1453
Oceaneering
OII
$2.45B
| $5.79M | 0.01% |
478,863
-2,707
| -0.6% | -$32.8K |
|
1454
Central Pacific Financial
CPF
$834M
| $5.77M | 0.01% |
236,838
-733
| -0.3% | -$17.8K |
|
1455
Modine Manufacturing
MOD
$7.71B
| $5.75M | 0.01% |
531,706
-9,421
| -2% | -$102K |
|
1456
Preferred Bank
PFBC
$1.17B
| $5.71M | 0.01% |
131,818
+10,682
| +9% | +$463K |
|
|
MNK
1457
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $5.7M | 0.01% |
360,732
-14,569
| -4% | -$230K |
|
|
FARO
1458
DELISTED
Faro Technologies
FARO
| $5.69M | 0.01% |
140,070
+2,976
| +2% | +$121K |
|
|
KRA
1459
DELISTED
Kraton Corporation
KRA
| $5.67M | 0.01% |
259,446
-18,239
| -7% | -$398K |
|
|
AHH
1460
Armada Hoffler Properties
AHH
$576M
| $5.67M | 0.01% |
402,911
+8,140
| +2% | +$114K |
|
1461
Adient
ADNT
$1.92B
| $5.65M | 0.01% |
375,029
-2,444,255
| -87% | -$36.8M |
|
1462
World Acceptance Corp
WRLD
$904M
| $5.64M | 0.01% |
55,166
+4,649
| +9% | +$475K |
|
1463
Phibro Animal Health
PAHC
$1.67B
| $5.63M | 0.01% |
175,134
+7,508
| +4% | +$241K |
|
|
PE
1464
DELISTED
PARSLEY ENERGY INC
PE
| $5.61M | 0.01% |
351,174
+321,804
| +1,096% | +$5.14M |
|
1465
Astec Industries
ASTE
$1.06B
| $5.59M | 0.01% |
185,090
-1,378
| -0.7% | -$41.6K |
|
1466
Amphastar Pharmaceuticals
AMPH
$1.32B
| $5.59M | 0.01% |
280,690
+575
| +0.2% | +$11.4K |
|
|
TYPE
1467
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $5.55M | 0.01% |
357,487
-5,431
| -1% | -$84.3K |
|
1468
Cohu
COHU
$976M
| $5.55M | 0.01% |
345,064
+102,313
| +42% | +$1.64M |
|
1469
Synaptics
SYNA
$2.67B
| $5.54M | 0.01% |
148,940
-5,130
| -3% | -$191K |
|
|
CKH
1470
DELISTED
Seacor Holdings Inc.
CKH
| $5.53M | 0.01% |
149,539
+6,937
| +5% | +$257K |
|
1471
Hanmi Financial
HAFC
$754M
| $5.53M | 0.01% |
280,720
-1,717
| -0.6% | -$33.8K |
|
1472
Patrick Industries
PATK
$3.72B
| $5.52M | 0.01% |
279,507
-27,980
| -9% | -$552K |
|
1473
Trustco Bank Corp NY
TRST
$744M
| $5.52M | 0.01% |
160,776
+856
| +0.5% | +$29.4K |
|
1474
Surmodics
SRDX
$459M
| $5.47M | 0.01% |
115,720
+3,924
| +4% | +$185K |
|
|
AVP
1475
DELISTED
Avon Products, Inc.
AVP
| $5.46M | 0.01% |
3,591,360
+19,729
| +0.6% | +$30K |
|