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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
CoreCivic
CXW
$2.29B
| $8.08M | ﹤0.01% |
810,800
-19,861
| -2% | -$198K |
|
1502
Safety Insurance
SAFT
$1.12B
| $8.07M | ﹤0.01% |
94,869
-2,311
| -2% | -$197K |
|
1503
Harmonic Inc
HLIT
$1.15B
| $8.03M | ﹤0.01% |
683,011
-11,432
| -2% | -$134K |
|
1504
Immunocore
IMCR
$1.84B
| $8.03M | ﹤0.01% |
234,439
+49,514
| +27% | +$1.7M |
|
1505
Urban Outfitters
URBN
$6.43B
| $8.02M | ﹤0.01% |
273,109
-1,336
| -0.5% | -$39.2K |
|
|
OPI
1506
Office Properties Income Trust
OPI
$22.8M
| $8.01M | ﹤0.01% |
322,522
-7,003
| -2% | -$174K |
|
|
KAMN
1507
DELISTED
Kaman Corp
KAMN
| $8M | ﹤0.01% |
185,307
-4,427
| -2% | -$191K |
|
|
TGI
1508
DELISTED
Triumph Group
TGI
| $7.97M | ﹤0.01% |
430,202
-10,395
| -2% | -$193K |
|
1509
Alaska Air
ALK
$7.36B
| $7.96M | ﹤0.01% |
152,765
-4,391
| -3% | -$229K |
|
|
CMRC
1510
Commerce.com, Inc. Series 1 Common Stock
CMRC
$376M
| $7.94M | ﹤0.01% |
224,399
+19,786
| +10% | +$700K |
|
1511
Radian Group
RDN
$4.81B
| $7.9M | ﹤0.01% |
373,791
-52,147
| -12% | -$1.1M |
|
1512
E.W. Scripps
SSP
$257M
| $7.89M | ﹤0.01% |
407,984
-37,798
| -8% | -$731K |
|
1513
Castle Biosciences
CSTL
$660M
| $7.83M | ﹤0.01% |
182,667
+12,851
| +8% | +$551K |
|
1514
Independent Bank Corp
IBCP
$666M
| $7.78M | ﹤0.01% |
325,917
-43,935
| -12% | -$1.05M |
|
1515
Dime Community Bancshares
DCOM
$1.36B
| $7.77M | ﹤0.01% |
221,061
-63,636
| -22% | -$2.24M |
|
1516
AMC Networks
AMCX
$346M
| $7.76M | ﹤0.01% |
225,448
-61,527
| -21% | -$2.12M |
|
|
SAFE
1517
DELISTED
Safehold Inc.
SAFE
| $7.76M | ﹤0.01% |
97,202
+3,217
| +3% | +$257K |
|
|
NXGN
1518
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $7.74M | ﹤0.01% |
435,297
-7,511
| -2% | -$134K |
|
1519
Preferred Bank
PFBC
$1.17B
| $7.73M | ﹤0.01% |
107,712
-6,789
| -6% | -$487K |
|
1520
SelectQuote
SLQT
$363M
| $7.72M | ﹤0.01% |
852,380
-22,566
| -3% | -$204K |
|
1521
Standard Motor Products
SMP
$901M
| $7.72M | ﹤0.01% |
147,342
-20,145
| -12% | -$1.06M |
|
1522
Employers Holdings
EIG
$996M
| $7.71M | ﹤0.01% |
186,398
-6,621
| -3% | -$274K |
|
1523
Photronics
PLAB
$1.34B
| $7.69M | ﹤0.01% |
407,730
-15,584
| -4% | -$294K |
|
1524
Archrock
AROC
$4.36B
| $7.68M | ﹤0.01% |
1,026,516
-76,740
| -7% | -$574K |
|
1525
LeMaitre Vascular
LMAT
$2.13B
| $7.59M | ﹤0.01% |
151,110
-2,751
| -2% | -$138K |
|