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 |
Zoetis
ZTS
|
+$182M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$175M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
+$120M |
| 4 |
Cisco
CSCO
|
+$114M |
| 5 |
American Tower
AMT
|
+$114M |
Top Sells
| 1 |
Labcorp
LH
|
+$127M |
| 2 |
DFS
Discover Financial Services
DFS
|
+$96.7M |
| 3 |
Bank of America
BAC
|
+$96.2M |
| 4 |
TCO
Taubman Centers Inc.
TCO
|
+$91M |
| 5 |
Jones Lang LaSalle
JLL
|
+$89.5M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.87% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ARRY
1526
DELISTED
Array Biopharma Inc
ARRY
| $3.4M | 0.01% |
461,054
-149,123
| -24% | -$1.1M |
|
1527
Freshpet
FRPT
$2.61B
| $3.39M | 0.01% |
174,306
-2,794
| -2% | -$54.3K |
|
1528
HealthStream
HSTM
$839M
| $3.33M | 0.01% |
132,077
+3,188
| +2% | +$80.3K |
|
|
CJES
1529
DELISTED
C&J ENERGY SVCS LTD
CJES
| $3.32M | ﹤0.01% |
297,873
+6,540
| +2% | +$72.8K |
|
1530
LivePerson
LPSN
$89.1M
| $3.31M | ﹤0.01% |
323,804
+22,548
| +7% | +$231K |
|
|
PGTI
1531
DELISTED
PGT, Inc.
PGTI
| $3.3M | ﹤0.01% |
295,064
-541,886
| -65% | -$6.05M |
|
1532
AeroVironment
AVAV
$12.3B
| $3.3M | ﹤0.01% |
124,324
+2,832
| +2% | +$75.1K |
|
1533
Forestar Group
FOR
$1.4B
| $3.29M | ﹤0.01% |
208,311
-3,158
| -1% | -$49.8K |
|
|
LUMO
1534
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $3.28M | ﹤0.01% |
6,656
| – | – |
|
|
SGNT
1535
DELISTED
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
| $3.26M | ﹤0.01% |
140,382
+3,146
| +2% | +$73.1K |
|
|
EGL
1536
DELISTED
Engility Holdings, Inc.
EGL
| $3.26M | ﹤0.01% |
108,584
+1,584
| +1% | +$47.6K |
|
1537
Standard BioTools
LAB
$489M
| $3.23M | ﹤0.01% |
76,694
+5,801
| +8% | +$244K |
|
1538
Enova International
ENVA
$2.88B
| $3.22M | ﹤0.01% |
163,585
+3,472
| +2% | +$68.4K |
|
1539
Kelly Services Class A
KELYA
$465M
| $3.22M | ﹤0.01% |
184,669
+4,436
| +2% | +$77.3K |
|
1540
UNIFI
UFI
$83M
| $3.21M | ﹤0.01% |
89,020
+1,484
| +2% | +$53.5K |
|
1541
Movado Group
MOV
$426M
| $3.2M | ﹤0.01% |
112,330
+2,517
| +2% | +$71.8K |
|
1542
American Public Education
APEI
$596M
| $3.2M | ﹤0.01% |
106,735
+2,155
| +2% | +$64.6K |
|
1543
Nektar Therapeutics
NKTR
$916M
| $3.2M | ﹤0.01% |
19,397
+261
| +1% | +$43.1K |
|
1544
Light & Wonder
LNW
$7.43B
| $3.19M | ﹤0.01% |
304,859
+6,833
| +2% | +$71.5K |
|
|
PBY
1545
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
| $3.19M | ﹤0.01% |
331,547
+7,431
| +2% | +$71.5K |
|
1546
Haverty Furniture Companies
HVT
$380M
| $3.18M | ﹤0.01% |
127,916
+2,867
| +2% | +$71.3K |
|
1547
ANI Pharmaceuticals
ANIP
$2.11B
| $3.18M | ﹤0.01% |
+50,804
| New | +$3.18M |
|
|
GNCMA
1548
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $3.17M | ﹤0.01% |
201,403
+6,275
| +3% | +$98.9K |
|
1549
Tredegar Corp
TG
$271M
| $3.17M | ﹤0.01% |
157,785
+2,794
| +2% | +$56.2K |
|
1550
MacroGenics
MGNX
$109M
| $3.14M | ﹤0.01% |
100,000
-7,200
| -7% | -$226K |
|