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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$225M |
| 2 |
Cousins Properties
CUZ
|
+$225M |
| 3 |
Americold
COLD
|
+$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$138M |
| 5 |
Domino's
DPZ
|
+$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
+$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$138M |
| 3 |
Hilton Grand Vacations
HGV
|
+$111M |
| 4 |
Openlane
KAR
|
+$103M |
| 5 |
Prologis
PLD
|
+$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DCOM
1551
DELISTED
Dime Community Bancshares
DCOM
| $4.67M | ﹤0.01% |
245,801
-733
| -0.3% | -$13.9K |
|
1552
Anika Therapeutics
ANIK
$125M
| $4.63M | ﹤0.01% |
113,943
-254
| -0.2% | -$10.3K |
|
1553
Neurocrine Biosciences
NBIX
$14.1B
| $4.62M | ﹤0.01% |
54,714
+519
| +1% | +$43.8K |
|
1554
OraSure Technologies
OSUR
$242M
| $4.62M | ﹤0.01% |
497,658
+2,144
| +0.4% | +$19.9K |
|
|
DO
1555
DELISTED
Diamond Offshore Drilling
DO
| $4.6M | ﹤0.01% |
519,025
-47
| -0% | -$417 |
|
|
EGRX
1556
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.6M | ﹤0.01% |
82,639
-162
| -0.2% | -$9.02K |
|
|
IPHS
1557
DELISTED
Innophos Holdings, Inc.
IPHS
| $4.59M | ﹤0.01% |
157,755
+156
| +0.1% | +$4.54K |
|
1558
Denali Therapeutics
DNLI
$2.07B
| $4.57M | ﹤0.01% |
220,117
+33,357
| +18% | +$693K |
|
1559
Sociedad Química y Minera de Chile
SQM
$12B
| $4.56M | ﹤0.01% |
146,649
+45,496
| +45% | +$1.42M |
|
1560
Universal Electronics
UEIC
$62.3M
| $4.56M | ﹤0.01% |
111,150
+208
| +0.2% | +$8.53K |
|
1561
GameStop
GME
$11.2B
| $4.49M | ﹤0.01% |
3,280,856
+3,256
| +0.1% | +$4.45K |
|
1562
Sonic Automotive
SAH
$2.73B
| $4.48M | ﹤0.01% |
191,755
+460
| +0.2% | +$10.7K |
|
1563
Lear
LEA
$5.62B
| $4.47M | ﹤0.01% |
32,094
-26,641
| -45% | -$3.71M |
|
|
AUD
1564
DELISTED
Audacy, Inc.
AUD
| $4.47M | ﹤0.01% |
770,136
-4,279,380
| -85% | -$24.8M |
|
1565
Independent Bank Corp
IBCP
$657M
| $4.45M | ﹤0.01% |
204,267
+6,674
| +3% | +$145K |
|
1566
Matrix Service
MTRX
$353M
| $4.44M | ﹤0.01% |
219,038
-6,532
| -3% | -$132K |
|
1567
RE/MAX Holdings
RMAX
$195M
| $4.42M | ﹤0.01% |
143,694
+154
| +0.1% | +$4.74K |
|
1568
Ultra Clean Holdings
UCTT
$1.14B
| $4.42M | ﹤0.01% |
317,134
+1,953
| +0.6% | +$27.2K |
|
1569
Energy Recovery
ERII
$764M
| $4.41M | ﹤0.01% |
423,361
+9,010
| +2% | +$93.9K |
|
1570
Photronics
PLAB
$1.33B
| $4.41M | ﹤0.01% |
537,881
-877
| -0.2% | -$7.19K |
|
1571
Zumiez
ZUMZ
$347M
| $4.39M | ﹤0.01% |
168,082
+550
| +0.3% | +$14.4K |
|
1572
Papa John's
PZZA
$1.65B
| $4.37M | ﹤0.01% |
97,621
+303
| +0.3% | +$13.6K |
|
1573
Unisys
UIS
$282M
| $4.36M | ﹤0.01% |
448,961
-6,730
| -1% | -$65.4K |
|
1574
Synaptics
SYNA
$2.72B
| $4.35M | ﹤0.01% |
149,259
-4,770
| -3% | -$139K |
|
|
PGNX
1575
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $4.34M | ﹤0.01% |
703,192
+164
| +0% | +$1.01K |
|