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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AAWW
1501
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $5.64M | ﹤0.01% |
204,395
+476
| +0.2% | +$13.1K |
|
1502
Mercury Insurance
MCY
$4.31B
| $5.61M | ﹤0.01% |
115,163
-42,143
| -27% | -$2.05M |
|
|
GLUU
1503
DELISTED
Glu Mobile Inc.
GLUU
| $5.6M | ﹤0.01% |
925,925
+907,072
| +4,811% | +$5.49M |
|
1504
Under Armour
UAA
$2.14B
| $5.6M | ﹤0.01% |
259,059
-9,062
| -3% | -$196K |
|
1505
Harmonic Inc
HLIT
$1.13B
| $5.57M | ﹤0.01% |
713,760
+6,988
| +1% | +$54.5K |
|
1506
Keurig Dr Pepper
KDP
$37.2B
| $5.5M | ﹤0.01% |
189,809
+6,820
| +4% | +$197K |
|
1507
Tencent Music
TME
$39.2B
| $5.49M | ﹤0.01% |
+467,451
| New | +$5.49M |
|
1508
RE/MAX Holdings
RMAX
$190M
| $5.45M | ﹤0.01% |
141,694
+167
| +0.1% | +$6.43K |
|
|
HSKA
1509
DELISTED
Heska Corp
HSKA
| $5.45M | ﹤0.01% |
56,798
+298
| +0.5% | +$28.6K |
|
1510
Customers Bancorp
CUBI
$2.31B
| $5.42M | ﹤0.01% |
227,649
+889
| +0.4% | +$21.2K |
|
|
WPG
1511
DELISTED
Washington Prime Group Inc.
WPG
| $5.41M | ﹤0.01% |
165,041
| – | – |
|
|
EGRX
1512
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $5.4M | ﹤0.01% |
89,930
+10,160
| +13% | +$610K |
|
1513
Genesco
GCO
$349M
| $5.4M | ﹤0.01% |
112,575
+9
| +0% | +$431 |
|
1514
Vanguard Mid-Cap ETF
VO
$87.8B
| $5.39M | ﹤0.01% |
30,260
+24,721
| +446% | +$4.41M |
|
|
MODV
1515
DELISTED
ModivCare
MODV
| $5.37M | ﹤0.01% |
90,702
-370
| -0.4% | -$21.9K |
|
1516
Revolve Group
RVLV
$1.65B
| $5.32M | ﹤0.01% |
289,950
+27,217
| +10% | +$500K |
|
|
PLC
1517
DELISTED
Principal Exchange-Traded Funds Principal U.S. Large-Cap Multi-Factor ETF
PLC
| $5.29M | ﹤0.01% |
199,921
| – | – |
|
1518
Hanmi Financial
HAFC
$753M
| $5.29M | ﹤0.01% |
264,561
-3,660
| -1% | -$73.2K |
|
1519
Bunge Global
BG
$16.4B
| $5.29M | ﹤0.01% |
91,881
-8,511
| -8% | -$490K |
|
1520
Heidrick & Struggles
HSII
$1.04B
| $5.27M | ﹤0.01% |
161,999
+4,079
| +3% | +$133K |
|
1521
Amphastar Pharmaceuticals
AMPH
$1.35B
| $5.22M | ﹤0.01% |
270,714
-11,465
| -4% | -$221K |
|
1522
Alcoa
AA
$8.23B
| $5.21M | ﹤0.01% |
242,369
+16,331
| +7% | +$351K |
|
1523
Atlanta Braves Holdings Series A
BATRA
$2.85B
| $5.21M | ﹤0.01% |
175,758
-615
| -0.3% | -$18.2K |
|
1524
Insmed
INSM
$31B
| $5.2M | ﹤0.01% |
217,844
+765
| +0.4% | +$18.3K |
|
1525
DMC Global
BOOM
$145M
| $5.2M | ﹤0.01% |
115,711
+194
| +0.2% | +$8.72K |
|