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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brookfield
BN
|
$89.3M |
| 5 |
Hilton Worldwide
HLT
|
$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
StoneX
SNEX
$5.03B
| $5.12M | ﹤0.01% |
269,748
+8,147
| +3% | +$155K |
|
|
DISCA
1552
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $5.11M | ﹤0.01% |
238,583
+1,224
| +0.5% | +$26.2K |
|
1553
Range Resources
RRC
$8.11B
| $5.05M | ﹤0.01% |
347,148
-1,391
| -0.4% | -$20.2K |
|
|
ITG
1554
DELISTED
Investment Technology Group Inc
ITG
| $5.01M | ﹤0.01% |
253,560
+6,160
| +2% | +$122K |
|
|
ISCA
1555
DELISTED
International Speedway Corp
ISCA
| $4.99M | ﹤0.01% |
113,240
+3,755
| +3% | +$166K |
|
|
ESIO
1556
DELISTED
Electro Scientific Industries
ESIO
| $4.99M | ﹤0.01% |
258,248
+7,628
| +3% | +$147K |
|
1557
Green Plains
GPRE
$662M
| $4.99M | ﹤0.01% |
297,019
+5,873
| +2% | +$98.7K |
|
1558
ATN International
ATNI
$248M
| $4.98M | ﹤0.01% |
83,540
+2,035
| +2% | +$121K |
|
|
DBD
1559
DELISTED
Diebold Nixdorf Incorporated
DBD
| $4.95M | ﹤0.01% |
321,470
+10,474
| +3% | +$161K |
|
1560
Super Micro Computer
SMCI
$23.8B
| $4.95M | ﹤0.01% |
2,911,140
+69,050
| +2% | +$117K |
|
|
NXGN
1561
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $4.95M | ﹤0.01% |
362,365
-1,771
| -0.5% | -$24.2K |
|
1562
Clearwater Paper
CLW
$355M
| $4.93M | ﹤0.01% |
126,073
+3,106
| +3% | +$121K |
|
1563
World Acceptance Corp
WRLD
$937M
| $4.93M | ﹤0.01% |
46,784
+2,159
| +5% | +$227K |
|
1564
NXP Semiconductors
NXPI
$56.9B
| $4.92M | ﹤0.01% |
42,067
-10,157
| -19% | -$1.19M |
|
1565
Archrock
AROC
$4.26B
| $4.91M | ﹤0.01% |
561,090
+14,287
| +3% | +$125K |
|
1566
HealthStream
HSTM
$833M
| $4.88M | ﹤0.01% |
196,466
+5,524
| +3% | +$137K |
|
1567
Buckle
BKE
$3.04B
| $4.84M | ﹤0.01% |
218,338
+6,324
| +3% | +$140K |
|
|
VIVO
1568
DELISTED
Meridian Bioscience Inc
VIVO
| $4.83M | ﹤0.01% |
340,220
+9,861
| +3% | +$140K |
|
1569
ODP
ODP
$642M
| $4.8M | ﹤0.01% |
223,355
+3,197
| +1% | +$68.7K |
|
1570
Titan International
TWI
$565M
| $4.8M | ﹤0.01% |
380,505
+9,632
| +3% | +$121K |
|
|
RRD
1571
DELISTED
RR Donnelley & Sons Co.
RRD
| $4.78M | ﹤0.01% |
546,993
+12,536
| +2% | +$109K |
|
1572
DNOW Inc
DNOW
$1.66B
| $4.77M | ﹤0.01% |
467,068
+12,666
| +3% | +$129K |
|
1573
SpartanNash
SPTN
$908M
| $4.77M | ﹤0.01% |
277,241
-8,464
| -3% | -$146K |
|
1574
Teladoc Health
TDOC
$1.39B
| $4.77M | ﹤0.01% |
118,266
+3,839
| +3% | +$155K |
|
1575
Knowles
KN
$1.84B
| $4.77M | ﹤0.01% |
378,509
+10,366
| +3% | +$130K |
|