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 |
Equity Residential
EQR
|
+$255M |
| 2 |
Autodesk
ADSK
|
+$107M |
| 3 |
WRK
WestRock Company
WRK
|
+$93.8M |
| 4 |
DuPont de Nemours
DD
|
+$91.5M |
| 5 |
Brookfield
BN
|
+$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$132M |
| 2 |
Camden Property Trust
CPT
|
+$124M |
| 3 |
Adobe
ADBE
|
+$116M |
| 4 |
Bausch Health
BHC
|
+$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NPKI
1551
NPK International Inc.
NPKI
$899M
| $2.83M | ﹤0.01% |
552,020
+25,131
| +5% | +$129K |
|
1552
UNIFI
UFI
$83M
| $2.82M | ﹤0.01% |
94,715
+7,127
| +8% | +$212K |
|
|
EGL
1553
DELISTED
Engility Holdings, Inc.
EGL
| $2.81M | ﹤0.01% |
108,872
+1,531
| +1% | +$39.5K |
|
1554
TruBridge
TBRG
$299M
| $2.79M | ﹤0.01% |
66,223
+2,117
| +3% | +$89.2K |
|
|
TIVO
1555
DELISTED
Tivo Inc
TIVO
| $2.79M | ﹤0.01% |
265,840
+282
| +0.1% | +$2.96K |
|
1556
TTEC Holdings
TTEC
$179M
| $2.78M | ﹤0.01% |
103,905
-2,330
| -2% | -$62.4K |
|
1557
Forestar Group
FOR
$1.4B
| $2.78M | ﹤0.01% |
211,516
+6,724
| +3% | +$88.4K |
|
|
AKS
1558
DELISTED
AK Steel Holding Corp.
AKS
| $2.77M | ﹤0.01% |
1,150,009
+39,717
| +4% | +$95.7K |
|
|
SUP
1559
DELISTED
Superior Industries International
SUP
| $2.77M | ﹤0.01% |
148,027
+6,797
| +5% | +$127K |
|
1560
Cross Country Healthcare
CCRN
$455M
| $2.76M | ﹤0.01% |
203,117
+18,927
| +10% | +$258K |
|
|
UTEK
1561
DELISTED
Ultratech Inc.
UTEK
| $2.76M | ﹤0.01% |
172,189
+4,050
| +2% | +$64.9K |
|
|
DNR
1562
DELISTED
Denbury Resources, Inc.
DNR
| $2.74M | ﹤0.01% |
1,123,986
-6,592,229
| -85% | -$16.1M |
|
|
CGI
1563
DELISTED
Celadon Group Inc
CGI
| $2.74M | ﹤0.01% |
170,993
+5,456
| +3% | +$87.4K |
|
|
ATW
1564
DELISTED
Atwood Oceanics
ATW
| $2.74M | ﹤0.01% |
184,845
+3,470
| +2% | +$51.4K |
|
|
HOS
1565
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $2.72M | ﹤0.01% |
201,315
+7,747
| +4% | +$105K |
|
|
UTIW
1566
DELISTED
UTI WORLDWIDE INC
UTIW
| $2.72M | ﹤0.01% |
592,708
+16,723
| +3% | +$76.7K |
|
|
IVC
1567
DELISTED
Invacare Corporation
IVC
| $2.72M | ﹤0.01% |
187,920
+8,499
| +5% | +$123K |
|
1568
Movado Group
MOV
$426M
| $2.69M | ﹤0.01% |
104,162
-38
| -0% | -$982 |
|
1569
First Bancorp
FBP
$3.52B
| $2.67M | ﹤0.01% |
751,052
+95,073
| +14% | +$338K |
|
1570
Interparfums
IPAR
$3.47B
| $2.66M | ﹤0.01% |
107,301
+3,497
| +3% | +$86.8K |
|
|
APIC
1571
DELISTED
Apigee Corporation Common Stock
APIC
| $2.66M | ﹤0.01% |
252,038
+12,152
| +5% | +$128K |
|
1572
Kelly Services Class A
KELYA
$465M
| $2.63M | ﹤0.01% |
186,173
+4,599
| +3% | +$65K |
|
1573
AeroVironment
AVAV
$12.3B
| $2.61M | ﹤0.01% |
130,340
+8,115
| +7% | +$163K |
|
|
EPIQ
1574
DELISTED
EPIQ SYSTEMS INC
EPIQ
| $2.61M | ﹤0.01% |
202,089
+6,761
| +3% | +$87.4K |
|
1575
Koppers
KOP
$543M
| $2.61M | ﹤0.01% |
129,325
+4,241
| +3% | +$85.5K |
|