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 | |
|---|---|---|---|---|---|---|
1451
Ichor Holdings
ICHR
$567M
| $6.38M | 0.01% |
191,828
+14,797
| +8% | +$492K |
|
|
KRA
1452
DELISTED
Kraton Corporation
KRA
| $6.34M | 0.01% |
250,479
+395
| +0.2% | +$10K |
|
1453
Wabash National
WNC
$461M
| $6.33M | 0.01% |
430,570
-2,527
| -0.6% | -$37.1K |
|
1454
Vanguard FTSE Developed Markets ETF
VEA
$173B
| $6.31M | 0.01% |
143,273
+8,253
| +6% | +$364K |
|
1455
Dycom Industries
DY
$7.51B
| $6.31M | 0.01% |
133,844
+76
| +0.1% | +$3.58K |
|
1456
Dynatrace
DT
$14.4B
| $6.29M | 0.01% |
248,681
+120,709
| +94% | +$3.05M |
|
1457
StoneX
SNEX
$5.02B
| $6.28M | 0.01% |
289,562
+486
| +0.2% | +$10.5K |
|
1458
Gannett
GCI
$601M
| $6.26M | 0.01% |
981,323
+504,029
| +106% | +$3.22M |
|
1459
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $6.23M | 0.01% |
58,302
+38,302
| +192% | +$4.09M |
|
1460
Virtus Investment Partners
VRTS
$1.31B
| $6.22M | 0.01% |
51,082
-410
| -0.8% | -$49.9K |
|
1461
BJ's Restaurants
BJRI
$691M
| $6.2M | 0.01% |
163,419
-22,303
| -12% | -$847K |
|
1462
Vanguard S&P 500 ETF
VOO
$734B
| $6.2M | 0.01% |
20,971
+1,086
| +5% | +$321K |
|
1463
Anika Therapeutics
ANIK
$121M
| $6.19M | 0.01% |
119,444
+10,732
| +10% | +$556K |
|
1464
Axcelis
ACLS
$2.62B
| $6.17M | 0.01% |
256,144
+1,131
| +0.4% | +$27.3K |
|
1465
Sturm, Ruger & Co
RGR
$587M
| $6.17M | 0.01% |
131,234
+219
| +0.2% | +$10.3K |
|
|
NXGN
1466
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $6.17M | 0.01% |
384,060
+764
| +0.2% | +$12.3K |
|
1467
Century Communities
CCS
$1.99B
| $6.17M | 0.01% |
225,490
+19,019
| +9% | +$520K |
|
1468
Sonic Automotive
SAH
$2.77B
| $6.16M | 0.01% |
198,627
+7,304
| +4% | +$226K |
|
1469
Buckle
BKE
$3.06B
| $6.15M | 0.01% |
227,563
+132
| +0.1% | +$3.57K |
|
1470
Light & Wonder
LNW
$7.43B
| $6.15M | 0.01% |
229,641
+176
| +0.1% | +$4.71K |
|
1471
Custom Truck One Source
CTOS
$1.29B
| $6.14M | 0.01% |
1,493,699
+37,727
| +3% | +$155K |
|
1472
Uber
UBER
$196B
| $6.13M | 0.01% |
206,215
-124,294
| -38% | -$3.7M |
|
|
AEGN
1473
DELISTED
Aegion Corp
AEGN
| $6.09M | 0.01% |
272,345
-5,141
| -2% | -$115K |
|
1474
Banc of California
BANC
$2.65B
| $6.09M | 0.01% |
354,436
+623
| +0.2% | +$10.7K |
|
1475
Northfield Bancorp
NFBK
$487M
| $6.09M | 0.01% |
359,048
+4,122
| +1% | +$69.9K |
|