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 | |
|---|---|---|---|---|---|---|
|
MIK
1476
DELISTED
Michaels Stores, Inc
MIK
| $5.45M | 0.01% |
402,511
-41,398
| -9% | -$561K |
|
1477
Marten Transport
MRTN
$949M
| $5.44M | 0.01% |
504,221
+6,483
| +1% | +$70K |
|
1478
Gannett
GCI
$601M
| $5.43M | 0.01% |
469,584
+21,092
| +5% | +$244K |
|
1479
Brighthouse Financial
BHF
$2.79B
| $5.43M | 0.01% |
178,195
+8,092
| +5% | +$247K |
|
1480
DNOW Inc
DNOW
$1.61B
| $5.43M | 0.01% |
466,450
-5,801
| -1% | -$67.5K |
|
|
FSP
1481
Franklin Street Properties
FSP
$172M
| $5.42M | 0.01% |
870,568
+4,750
| +0.5% | +$29.6K |
|
1482
Photronics
PLAB
$1.3B
| $5.37M | 0.01% |
555,216
+3,028
| +0.5% | +$29.3K |
|
|
MODV
1483
DELISTED
ModivCare
MODV
| $5.37M | 0.01% |
89,445
-1,771
| -2% | -$106K |
|
|
ALEX
1484
Alexander & Baldwin
ALEX
$1.36B
| $5.35M | 0.01% |
291,282
-3,690
| -1% | -$67.8K |
|
1485
Unisys
UIS
$276M
| $5.35M | 0.01% |
460,119
+48,223
| +12% | +$561K |
|
|
RTEC
1486
DELISTED
Rudolph Technologies Inc
RTEC
| $5.35M | 0.01% |
261,234
-7,024
| -3% | -$144K |
|
1487
Nabors Industries
NBR
$619M
| $5.33M | 0.01% |
53,334
+24,495
| +85% | +$2.45M |
|
|
NE
1488
DELISTED
Noble Corporation
NE
| $5.31M | 0.01% |
2,025,367
+9,600
| +0.5% | +$25.2K |
|
|
VSTO
1489
DELISTED
Vista Outdoor Inc.
VSTO
| $5.31M | 0.01% |
467,454
+2,954
| +0.6% | +$33.5K |
|
1490
Northfield Bancorp
NFBK
$487M
| $5.3M | 0.01% |
391,231
+297
| +0.1% | +$4.02K |
|
|
MDR
1491
DELISTED
McDermott International
MDR
| $5.24M | 0.01% |
800,561
-10,393
| -1% | -$68K |
|
1492
HealthStream
HSTM
$839M
| $5.21M | 0.01% |
215,641
+2,836
| +1% | +$68.5K |
|
1493
Kelly Services Class A
KELYA
$465M
| $5.19M | 0.01% |
253,161
+1,887
| +0.8% | +$38.6K |
|
|
WRD
1494
DELISTED
WildHorse Resource Development
WRD
| $5.18M | 0.01% |
367,200
-600
| -0.2% | -$8.47K |
|
1495
QuinStreet
QNST
$912M
| $5.16M | 0.01% |
318,021
+17,518
| +6% | +$284K |
|
|
NPKI
1496
NPK International Inc.
NPKI
$899M
| $5.16M | 0.01% |
751,279
+3,961
| +0.5% | +$27.2K |
|
|
ISCA
1497
DELISTED
International Speedway Corp
ISCA
| $5.13M | 0.01% |
117,063
+5,335
| +5% | +$234K |
|
|
XENT
1498
DELISTED
Intersect ENT, Inc
XENT
| $5.13M | 0.01% |
181,894
-21,059
| -10% | -$593K |
|
|
SAFE
1499
Safehold
SAFE
$1.15B
| $5.11M | 0.01% |
114,377
+1,632
| +1% | +$72.8K |
|
|
ACOR
1500
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $5.1M | 0.01% |
2,727
+15
| +0.6% | +$28K |
|