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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
+$173M |
| 2 |
FRC
First Republic Bank
FRC
|
+$124M |
| 3 |
Equinix
EQIX
|
+$94.5M |
| 4 |
Brookfield
BN
|
+$89.3M |
| 5 |
Hilton Worldwide
HLT
|
+$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Invesco S&P Global Water Index ETF
CGW
$997M
| $5.98M | 0.01% |
175,582
+37,649
| +27% | +$1.28M |
|
1502
Papa John's
PZZA
$1.63B
| $5.94M | 0.01% |
103,645
-1,679
| -2% | -$96.2K |
|
|
MCHB
1503
Mechanics Bancorp Class A Common Stock
MCHB
$2.84B
| $5.91M | 0.01% |
206,124
+4,952
| +2% | +$142K |
|
1504
Nutrien
NTR
$27.9B
| $5.87M | 0.01% |
+124,129
| New | +$5.87M |
|
|
ARRY
1505
DELISTED
Array Biopharma Inc
ARRY
| $5.86M | 0.01% |
359,263
-2,869
| -0.8% | -$46.8K |
|
1506
Anika Therapeutics
ANIK
$129M
| $5.85M | 0.01% |
117,585
+3,376
| +3% | +$168K |
|
1507
Vale
VALE
$44.2B
| $5.82M | 0.01% |
457,650
+11,537
| +3% | +$147K |
|
|
NPKI
1508
NPK International Inc.
NPKI
$885M
| $5.81M | 0.01% |
717,221
+38,879
| +6% | +$315K |
|
1509
Greif
GEF
$3.56B
| $5.78M | 0.01% |
110,580
-2,201
| -2% | -$115K |
|
1510
Northfield Bancorp
NFBK
$497M
| $5.78M | 0.01% |
370,044
+10,944
| +3% | +$171K |
|
1511
Red Robin
RRGB
$110M
| $5.76M | 0.01% |
99,319
+2,520
| +3% | +$146K |
|
1512
Select Water Solutions
WTTR
$899M
| $5.73M | 0.01% |
454,319
+4,423
| +1% | +$55.8K |
|
1513
3D Systems Corporation
DDD
$278M
| $5.72M | 0.01% |
493,488
+7,565
| +2% | +$87.7K |
|
1514
Universal Electronics
UEIC
$64M
| $5.71M | 0.01% |
109,653
+2,599
| +2% | +$135K |
|
|
RDC
1515
DELISTED
Rowan Companies Plc
RDC
| $5.69M | 0.01% |
493,388
+3,013
| +0.6% | +$34.8K |
|
1516
FibroGen
FGEN
$45.1M
| $5.69M | 0.01% |
4,927
-59
| -1% | -$68.1K |
|
|
APTS
1517
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $5.66M | 0.01% |
398,638
-666,304
| -63% | -$9.45M |
|
|
SPN
1518
DELISTED
Superior Energy Services, Inc.
SPN
| $5.64M | 0.01% |
669,017
+22,627
| +4% | +$191K |
|
|
CNR
1519
Core Natural Resources, Inc.
CNR
$3.73B
| $5.63M | 0.01% |
194,231
+521
| +0.3% | +$15.1K |
|
1520
Comtech Telecommunications
CMTL
$69.7M
| $5.63M | 0.01% |
188,177
+4,898
| +3% | +$146K |
|
1521
GameStop
GME
$10.6B
| $5.6M | 0.01% |
1,775,252
+31,944
| +2% | +$101K |
|
|
CBL
1522
DELISTED
CBL& Associates Properties, Inc.
CBL
| $5.59M | 0.01% |
1,341,071
+29,957
| +2% | +$125K |
|
|
ECHO
1523
DELISTED
Echo Global Logistics, Inc.
ECHO
| $5.57M | 0.01% |
201,920
+5,611
| +3% | +$155K |
|
|
CUTR
1524
DELISTED
Cutera, Inc.
CUTR
| $5.54M | 0.01% |
110,252
+2,896
| +3% | +$146K |
|
1525
Bandwidth Inc
BAND
$473M
| $5.53M | 0.01% |
169,200
-800
| -0.5% | -$26.1K |
|