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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FTD
1526
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $3.16M | ﹤0.01% |
120,759
+5,316
| +5% | +$139K |
|
1527
Kelly Services Class A
KELYA
$487M
| $3.16M | ﹤0.01% |
195,531
+9,358
| +5% | +$151K |
|
1528
Citi Trends
CTRN
$280M
| $3.15M | ﹤0.01% |
148,150
-2,867
| -2% | -$60.9K |
|
1529
CEVA Inc
CEVA
$570M
| $3.14M | ﹤0.01% |
134,555
+5,286
| +4% | +$123K |
|
1530
Incyte
INCY
$16.8B
| $3.14M | ﹤0.01% |
28,940
+367
| +1% | +$39.8K |
|
1531
Heidrick & Struggles
HSII
$1.05B
| $3.11M | ﹤0.01% |
114,419
+5,042
| +5% | +$137K |
|
1532
MarineMax
HZO
$573M
| $3.1M | ﹤0.01% |
168,203
+7,404
| +5% | +$136K |
|
|
LL
1533
DELISTED
LL Flooring Holdings, Inc.
LL
| $3.1M | ﹤0.01% |
178,285
+7,858
| +5% | +$136K |
|
1534
Central Garden & Pet Class A
CENTA
$2.09B
| $3.09M | ﹤0.01% |
284,259
+25,759
| +10% | +$280K |
|
|
CHK
1535
DELISTED
Chesapeake Energy Corporation
CHK
| $3.07M | ﹤0.01% |
3,408
-353
| -9% | -$318K |
|
1536
Supernus Pharmaceuticals
SUPN
$2.62B
| $3.05M | ﹤0.01% |
226,831
+13,199
| +6% | +$177K |
|
1537
TTEC Holdings
TTEC
$179M
| $3.04M | ﹤0.01% |
109,028
+5,123
| +5% | +$143K |
|
|
HAYN
1538
DELISTED
Haynes International, Inc.
HAYN
| $3.03M | ﹤0.01% |
82,582
+3,606
| +5% | +$132K |
|
|
NPKI
1539
NPK International Inc.
NPKI
$901M
| $3.02M | ﹤0.01% |
571,861
+19,841
| +4% | +$105K |
|
|
MDC
1540
DELISTED
M.D.C. Holdings, Inc.
MDC
| $3.01M | ﹤0.01% |
163,720
+4,453
| +3% | +$81.9K |
|
|
SGEN
1541
DELISTED
Seagen Inc. Common Stock
SGEN
| $3.01M | ﹤0.01% |
66,982
+2,103
| +3% | +$94.4K |
|
1542
Urban Outfitters
URBN
$6.43B
| $3M | ﹤0.01% |
131,997
-6,556
| -5% | -$149K |
|
1543
Chemours
CC
$2.51B
| $2.97M | ﹤0.01% |
554,844
+10,116
| +2% | +$54.2K |
|
1544
CorVel
CRVL
$4.53B
| $2.96M | ﹤0.01% |
202,377
+6,558
| +3% | +$96K |
|
1545
Protara Therapeutics
TARA
$123M
| $2.95M | ﹤0.01% |
4,761
+194
| +4% | +$120K |
|
1546
Light & Wonder
LNW
$7.42B
| $2.95M | ﹤0.01% |
329,196
+14,956
| +5% | +$134K |
|
|
GTY
1547
Getty Realty Corp
GTY
$1.61B
| $2.94M | ﹤0.01% |
171,587
+5,461
| +3% | +$93.7K |
|
|
RTEC
1548
DELISTED
Rudolph Technologies Inc
RTEC
| $2.92M | ﹤0.01% |
205,417
+6,467
| +3% | +$92K |
|
1549
Liberty Latin America Class A
LILA
$1.53B
| $2.91M | ﹤0.01% |
74,707
-587
| -0.8% | -$22.9K |
|
1550
STAG Industrial
STAG
$6.8B
| $2.91M | ﹤0.01% |
157,750
-15,000
| -9% | -$277K |
|