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 |
Microsoft
MSFT
|
+$146M |
| 2 |
American International
AIG
|
+$104M |
| 3 |
Ross Stores
ROST
|
+$103M |
| 4 |
Bank of America
BAC
|
+$103M |
| 5 |
Tyson Foods
TSN
|
+$90.6M |
Top Sells
| 1 |
Liberty Media Series A
FWONA
|
+$196M |
| 2 |
MCRS
MICROS SYSTEMS INC
MCRS
|
+$131M |
| 3 |
Fidelity National Financial
FNF
|
+$130M |
| 4 |
Walmart
WMT
|
+$71.1M |
| 5 |
Williams Companies
WMB
|
+$71.1M |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Real Estate | 12.9% |
| 3 | Technology | 11.93% |
| 4 | Healthcare | 10.85% |
| 5 | Industrials | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Daktronics
DAKT
$1.03B
| $3.03M | 0.01% |
246,757
+759
| +0.3% | +$9.33K |
|
|
CCG
1552
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
| $3.03M | 0.01% |
473,001
+22,884
| +5% | +$146K |
|
1553
Ezcorp Inc
EZPW
$1.02B
| $3.02M | 0.01% |
304,630
-37,773
| -11% | -$374K |
|
|
SPPI
1554
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $3.01M | 0.01% |
369,563
+12,652
| +4% | +$103K |
|
|
DO
1555
DELISTED
Diamond Offshore Drilling
DO
| $3M | 0.01% |
87,594
+13,676
| +19% | +$469K |
|
|
AF
1556
DELISTED
Astoria Financial Corporation
AF
| $2.97M | 0.01% |
239,861
+17,614
| +8% | +$218K |
|
|
TNGO
1557
DELISTED
Tangoe, Inc.
TNGO
| $2.97M | 0.01% |
219,338
-2,895
| -1% | -$39.2K |
|
1558
Park Aerospace
PKE
$377M
| $2.97M | 0.01% |
125,911
-1,217
| -1% | -$28.7K |
|
|
PBY
1559
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
| $2.95M | 0.01% |
330,907
-3,541
| -1% | -$31.5K |
|
1560
E.W. Scripps
SSP
$246M
| $2.93M | 0.01% |
202,635
-5,230
| -3% | -$75.7K |
|
|
FRED
1561
DELISTED
Fred's Inc
FRED
| $2.92M | 0.01% |
208,593
+246
| +0.1% | +$3.44K |
|
1562
M/I Homes
MHO
$4B
| $2.92M | 0.01% |
147,252
-1,701
| -1% | -$33.7K |
|
1563
Magnite
MGNI
$3.4B
| $2.89M | ﹤0.01% |
246,100
-3,900
| -2% | -$45.8K |
|
|
IHS
1564
DELISTED
IHS INC CL-A COM STK
IHS
| $2.89M | ﹤0.01% |
23,043
-372
| -2% | -$46.6K |
|
1565
Tredegar Corp
TG
$271M
| $2.83M | ﹤0.01% |
153,931
+528
| +0.3% | +$9.72K |
|
1566
Universal Corp
UVV
$1.38B
| $2.82M | ﹤0.01% |
63,485
+3,292
| +5% | +$146K |
|
1567
Interparfums
IPAR
$3.47B
| $2.82M | ﹤0.01% |
102,386
-1,186
| -1% | -$32.6K |
|
1568
American Public Education
APEI
$596M
| $2.8M | ﹤0.01% |
103,812
-2,581
| -2% | -$69.7K |
|
1569
Kelly Services Class A
KELYA
$465M
| $2.8M | ﹤0.01% |
178,634
+12,306
| +7% | +$193K |
|
|
ACI
1570
DELISTED
ARCH COAL, INC.
ACI
| $2.8M | ﹤0.01% |
131,873
-1,513
| -1% | -$32.1K |
|
|
DRIV
1571
DELISTED
DIGITAL RIVER INC.
DRIV
| $2.79M | ﹤0.01% |
192,408
+12,702
| +7% | +$184K |
|
|
STMP
1572
DELISTED
Stamps.com, Inc.
STMP
| $2.79M | ﹤0.01% |
87,873
-1,775
| -2% | -$56.4K |
|
|
DCOM
1573
DELISTED
Dime Community Bancshares
DCOM
| $2.78M | ﹤0.01% |
192,866
+13,347
| +7% | +$192K |
|
1574
Geospace Technologies
GEOS
$211M
| $2.78M | ﹤0.01% |
79,004
-5,876
| -7% | -$207K |
|
|
LDL
1575
DELISTED
Lydall, Inc.
LDL
| $2.77M | ﹤0.01% |
102,668
-924
| -0.9% | -$25K |
|