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 |
Alibaba
BABA
|
+$205M |
| 2 |
Boston Properties
BXP
|
+$179M |
| 3 |
Domino's
DPZ
|
+$178M |
| 4 |
VICI Properties
VICI
|
+$124M |
| 5 |
Vail Resorts
MTN
|
+$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
+$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$124M |
| 3 |
SBA Communications
SBAC
|
+$118M |
| 4 |
Steris
STE
|
+$116M |
| 5 |
Equinix
EQIX
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
BrightView Holdings
BV
$1.31B
| $5.14M | ﹤0.01% |
+357,000
| New | +$5.14M |
|
1527
Griffon
GFF
$3.65B
| $5.14M | ﹤0.01% |
278,083
+3,679
| +1% | +$68K |
|
|
CHCT
1528
Community Healthcare Trust
CHCT
$440M
| $5.13M | ﹤0.01% |
142,901
-45
| -0% | -$1.62K |
|
|
ORIT
1529
DELISTED
Oritani Financial Corp. New
ORIT
| $5.11M | ﹤0.01% |
307,278
-6,663
| -2% | -$111K |
|
1530
Photronics
PLAB
$1.3B
| $5.09M | ﹤0.01% |
538,758
-16,458
| -3% | -$156K |
|
|
ROCC
1531
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $5.09M | ﹤0.01% |
115,404
-921
| -0.8% | -$40.6K |
|
1532
CorVel
CRVL
$4.39B
| $5.07M | ﹤0.01% |
233,241
-3,324
| -1% | -$72.3K |
|
1533
BancFirst
BANF
$4.46B
| $5.06M | ﹤0.01% |
96,956
+91,847
| +1,798% | +$4.79M |
|
1534
Myers Industries
MYE
$602M
| $5.05M | ﹤0.01% |
294,983
-2,967
| -1% | -$50.8K |
|
1535
Cohu
COHU
$976M
| $5.04M | ﹤0.01% |
341,641
-3,423
| -1% | -$50.5K |
|
1536
iShares Russell 2000 Value ETF
IWN
$12B
| $5.03M | ﹤0.01% |
41,978
-736,936
| -95% | -$88.4M |
|
1537
Fossil Group
FOSL
$167M
| $5.03M | ﹤0.01% |
366,750
-2,644
| -0.7% | -$36.3K |
|
1538
Surmodics
SRDX
$459M
| $5.01M | ﹤0.01% |
115,323
-397
| -0.3% | -$17.3K |
|
|
AEGN
1539
DELISTED
Aegion Corp
AEGN
| $5.01M | ﹤0.01% |
284,904
-11,471
| -4% | -$202K |
|
|
ISCA
1540
DELISTED
International Speedway Corp
ISCA
| $5M | ﹤0.01% |
114,670
-2,393
| -2% | -$104K |
|
1541
DXP Enterprises
DXPE
$1.79B
| $5M | ﹤0.01% |
128,482
-1,323
| -1% | -$51.5K |
|
|
MAGN
1542
Magnera Corporation
MAGN
$404M
| $4.99M | ﹤0.01% |
27,207
-135
| -0.5% | -$24.8K |
|
1543
StoneX
SNEX
$5.02B
| $4.99M | ﹤0.01% |
289,766
-345
| -0.1% | -$5.94K |
|
|
UBA
1544
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $4.96M | ﹤0.01% |
240,384
-1,664
| -0.7% | -$34.3K |
|
1545
Rithm Capital
RITM
$6.65B
| $4.96M | ﹤0.01% |
293,136
-4,925
| -2% | -$83.3K |
|
1546
Atlanta Braves Holdings Series A
BATRA
$2.84B
| $4.94M | ﹤0.01% |
176,686
| – | – |
|
1547
ATN International
ATNI
$235M
| $4.93M | ﹤0.01% |
87,446
-690
| -0.8% | -$38.9K |
|
1548
Southern Copper
SCCO
$82.9B
| $4.91M | ﹤0.01% |
129,823
-6,163
| -5% | -$233K |
|
1549
Gannett
GCI
$632M
| $4.9M | ﹤0.01% |
466,509
-3,075
| -0.7% | -$32.3K |
|
1550
Light & Wonder
LNW
$7.42B
| $4.89M | ﹤0.01% |
239,328
+2,605
| +1% | +$53.2K |
|