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 | |
|---|---|---|---|---|---|---|
1526
MGP Ingredients
MGPI
$588M
| $7.59M | ﹤0.01% |
89,315
-7,608
| -8% | -$647K |
|
1527
International Bancshares
IBOC
$4.4B
| $7.52M | ﹤0.01% |
177,307
-2,565
| -1% | -$109K |
|
|
ENDP
1528
DELISTED
Endo International plc
ENDP
| $7.51M | ﹤0.01% |
1,998,469
-34,812
| -2% | -$131K |
|
|
RPT
1529
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $7.51M | ﹤0.01% |
561,246
+7,581
| +1% | +$101K |
|
1530
Pitney Bowes
PBI
$1.97B
| $7.5M | ﹤0.01% |
1,131,116
-194,586
| -15% | -$1.29M |
|
1531
IPG Photonics
IPGP
$3.44B
| $7.5M | ﹤0.01% |
43,550
-1,367
| -3% | -$235K |
|
1532
BioLife Solutions
BLFS
$1.27B
| $7.45M | ﹤0.01% |
199,981
-30,424
| -13% | -$1.13M |
|
1533
Benchmark Electronics
BHE
$1.43B
| $7.43M | ﹤0.01% |
274,000
-9,995
| -4% | -$271K |
|
1534
Tompkins Financial
TMP
$998M
| $7.42M | ﹤0.01% |
88,724
-2,975
| -3% | -$249K |
|
|
CHCT
1535
Community Healthcare Trust
CHCT
$440M
| $7.4M | ﹤0.01% |
156,521
-1,901
| -1% | -$89.9K |
|
1536
Children's Place
PLCE
$162M
| $7.39M | ﹤0.01% |
93,177
-4,948
| -5% | -$392K |
|
1537
The Joint Corp
JYNT
$157M
| $7.38M | ﹤0.01% |
112,371
+11,370
| +11% | +$747K |
|
1538
Calix
CALX
$4.13B
| $7.32M | ﹤0.01% |
91,575
+48,340
| +112% | +$3.87M |
|
1539
Ralph Lauren
RL
$18.9B
| $7.25M | ﹤0.01% |
61,019
-2,506
| -4% | -$298K |
|
1540
Chefs' Warehouse
CHEF
$2.63B
| $7.22M | ﹤0.01% |
216,943
-5,722
| -3% | -$191K |
|
1541
American Axle
AXL
$718M
| $7.22M | ﹤0.01% |
773,452
-21,541
| -3% | -$201K |
|
1542
American Woodmark
AMWD
$950M
| $7.19M | ﹤0.01% |
110,241
-4,365
| -4% | -$285K |
|
|
MCHB
1543
Mechanics Bancorp Class A Common Stock
MCHB
$2.96B
| $7.09M | ﹤0.01% |
136,374
-5,675
| -4% | -$295K |
|
1544
Banc of California
BANC
$2.65B
| $7.07M | ﹤0.01% |
360,209
+54,433
| +18% | +$1.07M |
|
1545
National Beverage
FIZZ
$3.68B
| $7.04M | ﹤0.01% |
155,338
-8,696
| -5% | -$394K |
|
|
LBAI
1546
DELISTED
Lakeland Bancorp Inc
LBAI
| $6.96M | ﹤0.01% |
366,570
+23,746
| +7% | +$451K |
|
1547
Cars.com
CARS
$815M
| $6.95M | ﹤0.01% |
+432,202
| New | +$6.95M |
|
1548
AMERISAFE
AMSF
$857M
| $6.95M | ﹤0.01% |
129,073
-3,038
| -2% | -$164K |
|
1549
iShares National Muni Bond ETF
MUB
$39.5B
| $6.94M | ﹤0.01% |
59,700
+28,907
| +94% | +$3.36M |
|
1550
iShares Russell 1000 ETF
IWB
$44.6B
| $6.93M | ﹤0.01% |
26,201
+8,861
| +51% | +$2.34M |
|