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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FSP
1501
Franklin Street Properties
FSP
$174M
| $4.14M | ﹤0.01% |
813,035
-508
| -0.1% | -$2.59K |
|
1502
HNI Corp
HNI
$2.07B
| $4.11M | ﹤0.01% |
134,544
+6,864
| +5% | +$210K |
|
1503
Lindblad Expeditions
LIND
$735M
| $4.1M | ﹤0.01% |
531,240
+158,203
| +42% | +$1.22M |
|
1504
Modine Manufacturing
MOD
$7.86B
| $4.1M | ﹤0.01% |
742,934
+248,211
| +50% | +$1.37M |
|
1505
Worthington Enterprises
WOR
$3.17B
| $4.09M | ﹤0.01% |
177,993
+728
| +0.4% | +$16.7K |
|
|
AVTA
1506
DELISTED
Avantax, Inc. Common Stock
AVTA
| $4.09M | ﹤0.01% |
357,889
-13,929
| -4% | -$159K |
|
1507
America's Car Mart
CRMT
$286M
| $4.08M | ﹤0.01% |
46,469
-4,168
| -8% | -$366K |
|
1508
Urban Edge Properties
UE
$2.66B
| $4.08M | ﹤0.01% |
344,001
+3,631
| +1% | +$43.1K |
|
|
DBD
1509
DELISTED
Diebold Nixdorf Incorporated
DBD
| $4.07M | ﹤0.01% |
672,141
+89,007
| +15% | +$539K |
|
|
GAP
1510
The Gap, Inc.
GAP
$8.5B
| $4.05M | ﹤0.01% |
320,755
+9,590
| +3% | +$121K |
|
1511
TechnipFMC
FTI
$16.4B
| $4.05M | ﹤0.01% |
795,034
+30,916
| +4% | +$157K |
|
|
MIK
1512
DELISTED
Michaels Stores, Inc
MIK
| $4.05M | ﹤0.01% |
572,246
-6,845
| -1% | -$48.4K |
|
|
CNSL
1513
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $4.04M | ﹤0.01% |
597,214
-15,202
| -2% | -$103K |
|
|
NXGN
1514
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $4.03M | ﹤0.01% |
366,874
-1,992
| -0.5% | -$21.9K |
|
1515
Triumph Financial, Inc.
TFIN
$1.4B
| $4.02M | ﹤0.01% |
165,582
-11,415
| -6% | -$277K |
|
|
CMO
1516
DELISTED
Capstead Mortgage Corp.
CMO
| $4.01M | ﹤0.01% |
730,841
+2,920
| +0.4% | +$16K |
|
1517
Southern Copper
SCCO
$86.2B
| $4.01M | ﹤0.01% |
105,901
+3,722
| +4% | +$141K |
|
1518
ATI
ATI
$10.5B
| $4.01M | ﹤0.01% |
393,501
+3,858
| +1% | +$39.3K |
|
1519
Myers Industries
MYE
$587M
| $4M | ﹤0.01% |
275,206
+3,939
| +1% | +$57.3K |
|
1520
Owens & Minor
OMI
$412M
| $3.99M | ﹤0.01% |
523,478
+15,380
| +3% | +$117K |
|
1521
Helix Energy Solutions
HLX
$914M
| $3.99M | ﹤0.01% |
1,148,626
+59,424
| +5% | +$206K |
|
1522
Extreme Networks
EXTR
$2.95B
| $3.98M | ﹤0.01% |
917,090
-21,247
| -2% | -$92.2K |
|
1523
MYR Group
MYRG
$2.73B
| $3.98M | ﹤0.01% |
124,625
-1,679
| -1% | -$53.6K |
|
1524
Matrix Service
MTRX
$353M
| $3.97M | ﹤0.01% |
408,391
-3,564
| -0.9% | -$34.6K |
|
1525
Petrobras
PBR
$81.4B
| $3.97M | ﹤0.01% |
479,449
+208,855
| +77% | +$1.73M |
|