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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Pathward Financial
CASH
$1.74B
| $4.34M | ﹤0.01% |
223,951
-8,513
| -4% | -$165K |
|
|
AMAG
1552
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $4.33M | ﹤0.01% |
285,332
+1,613
| +0.6% | +$24.5K |
|
1553
Vale
VALE
$45.4B
| $4.33M | ﹤0.01% |
328,530
-211,308
| -39% | -$2.79M |
|
1554
Invesco S&P Global Water Index ETF
CGW
$1.01B
| $4.32M | ﹤0.01% |
138,667
+14,366
| +12% | +$447K |
|
1555
Customers Bancorp
CUBI
$2.33B
| $4.31M | ﹤0.01% |
236,547
+1,289
| +0.5% | +$23.5K |
|
1556
Movado Group
MOV
$441M
| $4.28M | ﹤0.01% |
135,398
+1,301
| +1% | +$41.1K |
|
|
DCOM
1557
DELISTED
Dime Community Bancshares
DCOM
| $4.27M | ﹤0.01% |
251,503
-5,584
| -2% | -$94.8K |
|
1558
KLX Energy Services
KLXE
$33.4M
| $4.26M | ﹤0.01% |
36,310
+3,534
| +11% | +$414K |
|
1559
John B. Sanfilippo & Son
JBSS
$745M
| $4.26M | ﹤0.01% |
76,457
+291
| +0.4% | +$16.2K |
|
|
SPN
1560
DELISTED
Superior Energy Services, Inc.
SPN
| $4.25M | ﹤0.01% |
1,268,067
+580,395
| +84% | +$1.94M |
|
1561
Rithm Capital
RITM
$6.65B
| $4.24M | ﹤0.01% |
298,061
-293,323
| -50% | -$4.17M |
|
1562
Light & Wonder
LNW
$7.42B
| $4.23M | ﹤0.01% |
236,723
-10,273
| -4% | -$184K |
|
|
EGL
1563
DELISTED
Engility Holdings, Inc.
EGL
| $4.19M | ﹤0.01% |
147,067
+803
| +0.5% | +$22.9K |
|
1564
Greif
GEF
$3.6B
| $4.17M | ﹤0.01% |
112,301
-6,339
| -5% | -$235K |
|
1565
Adtran
ADTN
$849M
| $4.16M | ﹤0.01% |
386,854
-28,205
| -7% | -$303K |
|
1566
Principal Financial Group
PFG
$18.3B
| $4.15M | ﹤0.01% |
+93,862
| New | +$4.15M |
|
1567
Green Plains
GPRE
$641M
| $4.14M | ﹤0.01% |
316,053
+1,604
| +0.5% | +$21K |
|
1568
Matrix Service
MTRX
$360M
| $4.13M | ﹤0.01% |
230,151
+11,496
| +5% | +$206K |
|
|
CHCT
1569
Community Healthcare Trust
CHCT
$446M
| $4.12M | ﹤0.01% |
142,946
+3,340
| +2% | +$96.3K |
|
|
SP
1570
DELISTED
SP Plus Corporation
SP
| $4.1M | ﹤0.01% |
138,926
-17,378
| -11% | -$513K |
|
|
CTRL
1571
DELISTED
Control4 Corporation
CTRL
| $4.08M | ﹤0.01% |
231,934
-4,453
| -2% | -$78.4K |
|
1572
Match Group
MTCH
$9.15B
| $4.07M | ﹤0.01% |
95,253
+2,174
| +2% | +$93K |
|
|
CAMP
1573
DELISTED
CalAmp Corp.
CAMP
| $4.07M | ﹤0.01% |
13,598
+483
| +4% | +$145K |
|
|
PS
1574
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $3.99M | ﹤0.01% |
169,581
-4,981
| -3% | -$117K |
|
1575
Southern Copper
SCCO
$85.3B
| $3.99M | ﹤0.01% |
135,986
-39,892
| -23% | -$1.17M |
|