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 |
iShares MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EGRX
1551
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.51M | ﹤0.01% |
79,770
-2,869
| -3% | -$162K |
|
1552
Genesco
GCO
$355M
| $4.51M | ﹤0.01% |
112,566
-26,536
| -19% | -$1.06M |
|
1553
Lear
LEA
$5.76B
| $4.43M | ﹤0.01% |
37,569
+5,475
| +17% | +$646K |
|
|
SWCH
1554
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $4.41M | ﹤0.01% |
282,574
+8,366
| +3% | +$131K |
|
1555
Cohu
COHU
$976M
| $4.41M | ﹤0.01% |
326,208
-5,198
| -2% | -$70.2K |
|
1556
DXP Enterprises
DXPE
$1.79B
| $4.39M | ﹤0.01% |
126,398
-1,996
| -2% | -$69.3K |
|
|
WSR
1557
Whitestone REIT
WSR
$656M
| $4.37M | ﹤0.01% |
317,336
-2,108
| -0.7% | -$29K |
|
1558
Axcelis
ACLS
$2.62B
| $4.36M | ﹤0.01% |
255,013
-9,187
| -3% | -$157K |
|
1559
Chord Energy
CHRD
$6.1B
| $4.35M | ﹤0.01% |
1,256,611
+68,878
| +6% | +$238K |
|
1560
Team
TISI
$84.2M
| $4.31M | ﹤0.01% |
23,893
-366
| -2% | -$66.1K |
|
1561
Heidrick & Struggles
HSII
$1.02B
| $4.31M | ﹤0.01% |
157,920
-2,027
| -1% | -$55.3K |
|
1562
Sabesp
SBS
$15.8B
| $4.31M | ﹤0.01% |
362,834
+91,761
| +34% | +$1.09M |
|
1563
Invesco S&P Global Water Index ETF
CGW
$997M
| $4.3M | ﹤0.01% |
112,340
-18,649
| -14% | -$713K |
|
1564
Independent Bank Corp
IBCP
$661M
| $4.3M | ﹤0.01% |
201,527
-2,740
| -1% | -$58.4K |
|
|
HT
1565
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $4.29M | ﹤0.01% |
288,052
-1,299
| -0.4% | -$19.3K |
|
1566
Ichor Holdings
ICHR
$567M
| $4.28M | ﹤0.01% |
177,031
-2,452
| -1% | -$59.3K |
|
1567
Adtran
ADTN
$828M
| $4.28M | ﹤0.01% |
377,085
-6,352
| -2% | -$72.1K |
|
|
CHS
1568
DELISTED
Chicos FAS, Inc.
CHS
| $4.26M | ﹤0.01% |
1,056,363
+4,558
| +0.4% | +$18.4K |
|
1569
Greif
GEF
$3.54B
| $4.25M | ﹤0.01% |
112,230
-2,115
| -2% | -$80.1K |
|
1570
Vicor
VICR
$2.25B
| $4.25M | ﹤0.01% |
143,965
+13,649
| +10% | +$403K |
|
1571
Gannett
GCI
$601M
| $4.21M | ﹤0.01% |
477,294
+40,378
| +9% | +$356K |
|
|
RVNC
1572
DELISTED
Revance Therapeutics, Inc.
RVNC
| $4.2M | ﹤0.01% |
323,353
+99,788
| +45% | +$1.3M |
|
1573
Agilysys
AGYS
$3.03B
| $4.12M | ﹤0.01% |
160,676
+19,349
| +14% | +$496K |
|
|
AYX
1574
DELISTED
Alteryx, Inc.
AYX
| $4.12M | ﹤0.01% |
38,310
-107,578
| -74% | -$11.6M |
|
1575
MYR Group
MYRG
$2.77B
| $4.11M | ﹤0.01% |
131,277
-1,937
| -1% | -$60.6K |
|