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 |
Restaurant Brands International
QSR
|
+$225M |
| 2 |
Liberty Media Series C
FWONK
|
+$170M |
| 3 |
Fidelity National Financial
FNF
|
+$169M |
| 4 |
PPL Corp
PPL
|
+$124M |
| 5 |
General Dynamics
GD
|
+$101M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$140M |
| 3 |
LyondellBasell Industries
LYB
|
+$113M |
| 4 |
AbbVie
ABBV
|
+$107M |
| 5 |
Trane Technologies
TT
|
+$95.5M |
Sector Composition
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.9% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CLD
1551
DELISTED
Cloud Peak Energy Inc
CLD
| $3.39M | 0.01% |
369,528
-11,258
| -3% | -$103K |
|
1552
TETRA Technologies
TTI
$640M
| $3.35M | 0.01% |
501,968
+8,242
| +2% | +$55.1K |
|
1553
AeroVironment
AVAV
$12.3B
| $3.31M | 0.01% |
121,492
+635
| +0.5% | +$17.3K |
|
1554
Forestar Group
FOR
$1.4B
| $3.26M | 0.01% |
211,469
+1,390
| +0.7% | +$21.4K |
|
|
MOBL
1555
DELISTED
MobileIron, Inc.
MOBL
| $3.25M | 0.01% |
326,731
+913
| +0.3% | +$9.09K |
|
|
TWTR
1556
DELISTED
Twitter, Inc.
TWTR
| $3.24M | 0.01% |
90,403
-34,494
| -28% | -$1.24M |
|
|
PRSU
1557
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $3.24M | 0.01% |
121,571
+1,027
| +0.9% | +$27.4K |
|
|
EPIQ
1558
DELISTED
EPIQ SYSTEMS INC
EPIQ
| $3.24M | 0.01% |
189,662
-6,939
| -4% | -$119K |
|
1559
Koppers
KOP
$543M
| $3.23M | 0.01% |
124,145
+833
| +0.7% | +$21.6K |
|
|
RUTH
1560
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $3.21M | 0.01% |
214,170
-12,157
| -5% | -$182K |
|
|
AF
1561
DELISTED
Astoria Financial Corporation
AF
| $3.21M | 0.01% |
239,908
+47
| +0% | +$628 |
|
|
DTSI
1562
DELISTED
DTS, Inc.
DTSI
| $3.2M | 0.01% |
104,102
+1,163
| +1% | +$35.8K |
|
1563
Fabrinet
FN
$13.3B
| $3.19M | 0.01% |
179,719
+2,273
| +1% | +$40.3K |
|
1564
Expro
XPRO
$1.42B
| $3.19M | ﹤0.01% |
31,925
+3,977
| +14% | +$397K |
|
|
PBY
1565
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
| $3.18M | ﹤0.01% |
324,116
-6,791
| -2% | -$66.7K |
|
|
UTEK
1566
DELISTED
Ultratech Inc.
UTEK
| $3.18M | ﹤0.01% |
171,247
+1,697
| +1% | +$31.5K |
|
1567
Cheniere Energy
LNG
$52.1B
| $3.17M | ﹤0.01% |
44,953
-7,033
| -14% | -$495K |
|
1568
Park Aerospace
PKE
$377M
| $3.16M | ﹤0.01% |
126,901
+990
| +0.8% | +$24.7K |
|
|
CXO
1569
DELISTED
CONCHO RESOURCES INC.
CXO
| $3.16M | ﹤0.01% |
31,640
+3,193
| +11% | +$318K |
|
|
CDR
1570
DELISTED
Cedar Realty Trust, Inc
CDR
| $3.15M | ﹤0.01% |
64,987
+2,163
| +3% | +$105K |
|
|
FCB
1571
DELISTED
FCB Financial Holdings, Inc.
FCB
| $3.13M | ﹤0.01% |
+127,200
| New | +$3.13M |
|
1572
Cleveland-Cliffs
CLF
$5.62B
| $3.13M | ﹤0.01% |
438,902
+54,678
| +14% | +$390K |
|
|
FLIC
1573
DELISTED
First of Long Island Corp
FLIC
| $3.12M | ﹤0.01% |
164,792
+1,719
| +1% | +$32.5K |
|
1574
Movado Group
MOV
$426M
| $3.12M | ﹤0.01% |
109,813
-6,339
| -5% | -$180K |
|
|
CLVS
1575
DELISTED
Clovis Oncology, Inc.
CLVS
| $3.12M | ﹤0.01% |
55,630
-65
| -0.1% | -$3.64K |
|