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 |
Ventas
VTR
|
+$199M |
| 2 |
Starbucks
SBUX
|
+$140M |
| 3 |
Netflix
NFLX
|
+$138M |
| 4 |
Tyler Technologies
TYL
|
+$137M |
| 5 |
Aon
AON
|
+$136M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$434M |
| 2 |
Apple
AAPL
|
+$309M |
| 3 |
Healthpeak Properties
DOC
|
+$162M |
| 4 |
NXP Semiconductors
NXPI
|
+$138M |
| 5 |
Equinix
EQIX
|
+$127M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
SiriusPoint
SPNT
$2.22B
| $4.69M | ﹤0.01% |
674,266
+24,133
| +4% | +$168K |
|
1477
American Axle
AXL
$716M
| $4.68M | ﹤0.01% |
811,371
-47,228
| -6% | -$273K |
|
1478
Photronics
PLAB
$1.33B
| $4.68M | ﹤0.01% |
469,384
-16,995
| -3% | -$169K |
|
1479
Alkermes
ALKS
$4.53B
| $4.65M | ﹤0.01% |
280,581
+107,627
| +62% | +$1.78M |
|
|
HIBB
1480
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $4.65M | ﹤0.01% |
118,520
-5,139
| -4% | -$202K |
|
1481
Modine Manufacturing
MOD
$7.88B
| $4.63M | ﹤0.01% |
741,167
-1,767
| -0.2% | -$11K |
|
1482
St. Joe Company
JOE
$2.99B
| $4.61M | ﹤0.01% |
223,227
-9,928
| -4% | -$205K |
|
1483
PetMed Express
PETS
$58.5M
| $4.59M | ﹤0.01% |
145,208
-5,617
| -4% | -$178K |
|
1484
OFG Bancorp
OFG
$1.97B
| $4.58M | ﹤0.01% |
367,770
-16,222
| -4% | -$202K |
|
1485
Anika Therapeutics
ANIK
$125M
| $4.57M | ﹤0.01% |
129,229
+8,539
| +7% | +$302K |
|
1486
Kelly Services Class A
KELYA
$476M
| $4.57M | ﹤0.01% |
268,038
+4,467
| +2% | +$76.1K |
|
|
EGRX
1487
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.56M | ﹤0.01% |
107,331
+20,781
| +24% | +$883K |
|
|
LL
1488
DELISTED
LL Flooring Holdings, Inc.
LL
| $4.55M | ﹤0.01% |
206,382
-8,834
| -4% | -$195K |
|
1489
Texas Capital Bancshares
TCBI
$3.98B
| $4.54M | ﹤0.01% |
145,891
-4,765
| -3% | -$148K |
|
|
KREF
1490
KKR Real Estate Finance Trust
KREF
$646M
| $4.52M | ﹤0.01% |
273,477
+57,728
| +27% | +$954K |
|
1491
Ichor Holdings
ICHR
$606M
| $4.5M | ﹤0.01% |
208,510
+14,469
| +7% | +$312K |
|
1492
Clearwater Paper
CLW
$347M
| $4.5M | ﹤0.01% |
118,537
-5,215
| -4% | -$198K |
|
1493
Scholastic
SCHL
$674M
| $4.49M | ﹤0.01% |
214,035
-12,514
| -6% | -$263K |
|
1494
Fulton Financial
FULT
$3.51B
| $4.49M | ﹤0.01% |
481,458
-21,087
| -4% | -$197K |
|
1495
Cinemark Holdings
CNK
$3.22B
| $4.47M | ﹤0.01% |
446,984
+29,920
| +7% | +$299K |
|
1496
AAR Corp
AIR
$2.71B
| $4.46M | ﹤0.01% |
237,367
-9,070
| -4% | -$171K |
|
1497
MYR Group
MYRG
$2.78B
| $4.44M | ﹤0.01% |
119,518
-5,107
| -4% | -$190K |
|
|
HNGR
1498
DELISTED
Hanger Inc.
HNGR
| $4.44M | ﹤0.01% |
280,318
-10,118
| -3% | -$160K |
|
1499
Apogee Enterprises
APOG
$925M
| $4.43M | ﹤0.01% |
207,420
+891
| +0.4% | +$19K |
|
1500
Orthofix Medical
OFIX
$578M
| $4.43M | ﹤0.01% |
142,133
-5,366
| -4% | -$167K |
|