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 |
ANSS
Ansys
ANSS
|
+$196M |
| 2 |
Hyatt Hotels
H
|
+$166M |
| 3 |
Prologis
PLD
|
+$160M |
| 4 |
RP
RealPage, Inc.
RP
|
+$160M |
| 5 |
WIX.com
WIX
|
+$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$367M |
| 2 |
Moody's
MCO
|
+$303M |
| 3 |
Ross Stores
ROST
|
+$252M |
| 4 |
Dentsply Sirona
XRAY
|
+$213M |
| 5 |
Autodesk
ADSK
|
+$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CAMP
1476
DELISTED
CalAmp Corp.
CAMP
| $7.23M | 0.01% |
13,115
+284
| +2% | +$156K |
|
1477
Southern Copper
SCCO
$85.3B
| $7.23M | 0.01% |
175,878
+12,558
| +8% | +$516K |
|
|
MIK
1478
DELISTED
Michaels Stores, Inc
MIK
| $7.2M | 0.01% |
443,909
-54,119
| -11% | -$878K |
|
1479
Phibro Animal Health
PAHC
$1.67B
| $7.19M | 0.01% |
167,626
+3,057
| +2% | +$131K |
|
1480
Comtech Telecommunications
CMTL
$68.2M
| $7.14M | 0.01% |
196,921
+6,683
| +4% | +$242K |
|
|
CRAY
1481
DELISTED
Cray, Inc.
CRAY
| $7.09M | 0.01% |
329,651
+12,970
| +4% | +$279K |
|
1482
Preferred Bank
PFBC
$1.17B
| $7.09M | 0.01% |
121,136
+112,758
| +1,346% | +$6.6M |
|
|
CKH
1483
DELISTED
Seacor Holdings Inc.
CKH
| $7.05M | 0.01% |
142,602
+5,127
| +4% | +$253K |
|
1484
United Natural Foods
UNFI
$1.8B
| $7.04M | 0.01% |
234,985
+8,424
| +4% | +$252K |
|
1485
Gannett
GCI
$632M
| $7.04M | 0.01% |
448,492
-31,418
| -7% | -$493K |
|
1486
Hanmi Financial
HAFC
$756M
| $7.03M | 0.01% |
282,437
+2,340
| +0.8% | +$58.3K |
|
|
IPHS
1487
DELISTED
Innophos Holdings, Inc.
IPHS
| $7.03M | 0.01% |
158,323
+6,088
| +4% | +$270K |
|
1488
Synaptics
SYNA
$2.76B
| $7.03M | 0.01% |
154,070
+5,250
| +4% | +$240K |
|
1489
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$53.5M
| $7.02M | 0.01% |
200,001
| – | – |
|
|
LABL
1490
DELISTED
Multi-Color Corp
LABL
| $7.01M | 0.01% |
112,539
+4,177
| +4% | +$260K |
|
1491
Marten Transport
MRTN
$975M
| $6.99M | 0.01% |
497,738
+16,976
| +4% | +$238K |
|
1492
AngioDynamics
ANGO
$445M
| $6.98M | 0.01% |
321,187
+12,725
| +4% | +$277K |
|
1493
Installed Building Products
IBP
$7.38B
| $6.97M | 0.01% |
178,637
+16,144
| +10% | +$630K |
|
|
FSP
1494
Franklin Street Properties
FSP
$175M
| $6.92M | 0.01% |
865,818
+19,726
| +2% | +$158K |
|
|
ADAM
1495
Adamas Trust, Inc. Common Stock
ADAM
$654M
| $6.91M | 0.01% |
284,258
+62,020
| +28% | +$1.51M |
|
|
XOXO
1496
DELISTED
Xo Group Inc
XOXO
| $6.88M | 0.01% |
199,609
+8,768
| +5% | +$302K |
|
1497
Coca-Cola Consolidated
COKE
$10.8B
| $6.83M | 0.01% |
374,790
+13,190
| +4% | +$240K |
|
1498
Trustco Bank Corp NY
TRST
$755M
| $6.8M | 0.01% |
159,920
+5,137
| +3% | +$218K |
|
|
GPMT
1499
Granite Point Mortgage Trust
GPMT
$143M
| $6.77M | 0.01% |
+350,881
| New | +$6.77M |
|
|
MAGN
1500
Magnera Corporation
MAGN
$414M
| $6.76M | 0.01% |
27,191
+1,004
| +4% | +$249K |
|