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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Stride
LRN
$7.03B
| $7.15M | 0.01% |
436,885
+13,458
| +3% | +$220K |
|
1477
Heartland Express
HTLD
$671M
| $7.14M | 0.01% |
384,759
+1,614
| +0.4% | +$29.9K |
|
|
TYPE
1478
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $7.13M | 0.01% |
351,187
+32,629
| +10% | +$662K |
|
|
ALEX
1479
Alexander & Baldwin
ALEX
$1.37B
| $7.1M | 0.01% |
302,178
+15,860
| +6% | +$373K |
|
1480
Alamo Group
ALG
$2.56B
| $7.09M | 0.01% |
78,493
+103
| +0.1% | +$9.31K |
|
|
DBD
1481
DELISTED
Diebold Nixdorf Incorporated
DBD
| $7.07M | 0.01% |
591,760
+270,290
| +84% | +$3.23M |
|
1482
Andersons Inc
ANDE
$1.4B
| $7.06M | 0.01% |
206,345
+4,192
| +2% | +$143K |
|
|
DO
1483
DELISTED
Diamond Offshore Drilling
DO
| $7.03M | 0.01% |
336,888
-21,084
| -6% | -$440K |
|
1484
Ambac
AMBC
$414M
| $7.01M | 0.01% |
+353,164
| New | +$7.01M |
|
|
LABL
1485
DELISTED
Multi-Color Corp
LABL
| $7.01M | 0.01% |
108,362
+1,824
| +2% | +$118K |
|
1486
Super Micro Computer
SMCI
$26.1B
| $7M | 0.01% |
2,958,920
+47,780
| +2% | +$113K |
|
1487
Victory Capital Holdings
VCTR
$4.72B
| $7M | 0.01% |
661,400
+46,400
| +8% | +$491K |
|
1488
Vale
VALE
$45.4B
| $6.99M | 0.01% |
545,089
+87,439
| +19% | +$1.12M |
|
1489
Teladoc Health
TDOC
$1.37B
| $6.97M | 0.01% |
120,097
+1,831
| +2% | +$106K |
|
|
BLUE
1490
DELISTED
bluebird bio
BLUE
| $6.96M | 0.01% |
3,421
-2,118
| -38% | -$4.31M |
|
1491
Ecopetrol
EC
$19B
| $6.95M | 0.01% |
338,406
-10,737
| -3% | -$221K |
|
1492
SunCoke Energy
SXC
$658M
| $6.93M | 0.01% |
517,414
+24,511
| +5% | +$328K |
|
|
VSTO
1493
DELISTED
Vista Outdoor Inc.
VSTO
| $6.93M | 0.01% |
447,548
+8,170
| +2% | +$127K |
|
|
CAMP
1494
DELISTED
CalAmp Corp.
CAMP
| $6.92M | 0.01% |
12,831
+959
| +8% | +$517K |
|
1495
Trustco Bank Corp NY
TRST
$755M
| $6.89M | 0.01% |
154,783
+2,589
| +2% | +$115K |
|
|
MODV
1496
DELISTED
ModivCare
MODV
| $6.87M | 0.01% |
87,469
-1,025
| -1% | -$80.5K |
|
1497
AngioDynamics
ANGO
$445M
| $6.86M | 0.01% |
308,462
+10,294
| +3% | +$229K |
|
1498
Applied Optoelectronics
AAOI
$1.67B
| $6.85M | 0.01% |
152,532
-34,379
| -18% | -$1.54M |
|
1499
Shutterstock
SSTK
$750M
| $6.83M | 0.01% |
143,962
+2,812
| +2% | +$133K |
|
|
AKRX
1500
DELISTED
Akorn, Inc.
AKRX
| $6.7M | 0.01% |
403,909
+6,224
| +2% | +$103K |
|