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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Griffon
GFF
$3.65B
| $3.74M | ﹤0.01% |
219,888
-39,138
| -15% | -$666K |
|
|
XLRN
1552
DELISTED
Acceleron Pharma Inc.
XLRN
| $3.73M | ﹤0.01% |
103,090
+5,990
| +6% | +$217K |
|
|
SCLN
1553
DELISTED
Sciclone Pharmaceuticals Inc
SCLN
| $3.72M | ﹤0.01% |
363,174
+11,972
| +3% | +$123K |
|
1554
Incyte
INCY
$16.8B
| $3.69M | ﹤0.01% |
39,118
+4,623
| +13% | +$436K |
|
|
ARRY
1555
DELISTED
Array Biopharma Inc
ARRY
| $3.69M | ﹤0.01% |
546,147
+40,123
| +8% | +$271K |
|
1556
MarineMax
HZO
$545M
| $3.68M | ﹤0.01% |
175,709
+4,433
| +3% | +$92.9K |
|
1557
Phibro Animal Health
PAHC
$1.67B
| $3.67M | ﹤0.01% |
135,086
+3,665
| +3% | +$99.6K |
|
|
CAMP
1558
DELISTED
CalAmp Corp.
CAMP
| $3.66M | ﹤0.01% |
11,402
+218
| +2% | +$69.9K |
|
1559
Matrix Service
MTRX
$339M
| $3.65M | ﹤0.01% |
194,783
+6,118
| +3% | +$115K |
|
1560
AngioDynamics
ANGO
$445M
| $3.65M | ﹤0.01% |
208,166
+21,242
| +11% | +$373K |
|
|
PETX
1561
DELISTED
Aratana Therapeutics, Inc.
PETX
| $3.65M | ﹤0.01% |
390,000
| – | – |
|
1562
Sonic Automotive
SAH
$2.77B
| $3.64M | ﹤0.01% |
193,426
-8,683
| -4% | -$163K |
|
1563
AeroVironment
AVAV
$12.3B
| $3.64M | ﹤0.01% |
148,900
+4,512
| +3% | +$110K |
|
|
ASNA
1564
DELISTED
Ascena Retail Group, Inc.
ASNA
| $3.63M | ﹤0.01% |
32,473
+572
| +2% | +$64K |
|
|
LNKD
1565
DELISTED
LinkedIn Corporation
LNKD
| $3.6M | ﹤0.01% |
18,859
-98
| -0.5% | -$18.7K |
|
1566
Neurocrine Biosciences
NBIX
$14B
| $3.58M | ﹤0.01% |
70,759
-82,682
| -54% | -$4.19M |
|
|
EXTN
1567
DELISTED
Exterran Corporation
EXTN
| $3.57M | ﹤0.01% |
227,790
-20,115
| -8% | -$315K |
|
1568
Strategic Education
STRA
$1.94B
| $3.52M | ﹤0.01% |
75,470
-3,043
| -4% | -$142K |
|
|
XOXO
1569
DELISTED
Xo Group Inc
XOXO
| $3.51M | ﹤0.01% |
181,774
+12,573
| +7% | +$243K |
|
1570
REX American Resources
REX
$1.01B
| $3.51M | ﹤0.01% |
124,188
+6,510
| +6% | +$184K |
|
1571
Marten Transport
MRTN
$949M
| $3.5M | ﹤0.01% |
417,093
+12,118
| +3% | +$102K |
|
1572
MYR Group
MYRG
$2.77B
| $3.5M | ﹤0.01% |
116,358
-11,902
| -9% | -$358K |
|
|
FLIC
1573
DELISTED
First of Long Island Corp
FLIC
| $3.5M | ﹤0.01% |
158,154
+405
| +0.3% | +$8.95K |
|
1574
Nu Skin
NUS
$570M
| $3.45M | ﹤0.01% |
53,313
-2,450
| -4% | -$159K |
|
|
CHUY
1575
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.45M | ﹤0.01% |
123,306
+6,918
| +6% | +$193K |
|