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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
CEVA Inc
CEVA
$555M
| $4.68M | ﹤0.01% |
173,757
+512
| +0.3% | +$13.8K |
|
|
SWCH
1552
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $4.68M | ﹤0.01% |
315,828
+33,254
| +12% | +$493K |
|
|
CIO
1553
City Office REIT
CIO
$280M
| $4.64M | ﹤0.01% |
343,399
-37,787
| -10% | -$511K |
|
1554
Sociedad Química y Minera de Chile
SQM
$13B
| $4.64M | ﹤0.01% |
173,796
-10,417
| -6% | -$278K |
|
1555
Monarch Casino & Resort
MCRI
$1.87B
| $4.58M | ﹤0.01% |
94,285
+323
| +0.3% | +$15.7K |
|
|
PENG
1556
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.3B
| $4.57M | ﹤0.01% |
240,630
-29,582
| -11% | -$561K |
|
1557
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $4.56M | ﹤0.01% |
76,450
+51,866
| +211% | +$3.09M |
|
1558
Tredegar Corp
TG
$274M
| $4.52M | ﹤0.01% |
202,345
+7,676
| +4% | +$172K |
|
1559
Ecopetrol
EC
$18.8B
| $4.52M | ﹤0.01% |
226,192
-61,269
| -21% | -$1.22M |
|
1560
WisdomTree
WT
$2B
| $4.51M | ﹤0.01% |
931,967
+2,250
| +0.2% | +$10.9K |
|
1561
Independent Bank Corp
IBCP
$682M
| $4.5M | ﹤0.01% |
198,553
-2,974
| -1% | -$67.4K |
|
1562
Petrobras
PBR
$79.5B
| $4.48M | ﹤0.01% |
281,165
-53,817
| -16% | -$858K |
|
1563
Quanex
NX
$743M
| $4.48M | ﹤0.01% |
261,998
+438
| +0.2% | +$7.48K |
|
|
NPKI
1564
NPK International Inc.
NPKI
$885M
| $4.46M | ﹤0.01% |
712,006
-13,461
| -2% | -$84.4K |
|
|
ECHO
1565
DELISTED
Echo Global Logistics, Inc.
ECHO
| $4.46M | ﹤0.01% |
215,645
+462
| +0.2% | +$9.56K |
|
|
SAFE
1566
DELISTED
Safehold Inc.
SAFE
| $4.46M | ﹤0.01% |
+110,585
| New | +$4.46M |
|
1567
AdvanSix
ASIX
$570M
| $4.44M | ﹤0.01% |
222,342
+916
| +0.4% | +$18.3K |
|
1568
Surmodics
SRDX
$471M
| $4.44M | ﹤0.01% |
107,044
-1,438
| -1% | -$59.6K |
|
1569
Cooper-Standard Automotive
CPS
$688M
| $4.43M | ﹤0.01% |
133,518
-325
| -0.2% | -$10.8K |
|
|
OPB
1570
DELISTED
Opus Bank Common Stock
OPB
| $4.42M | ﹤0.01% |
170,684
-980
| -0.6% | -$25.4K |
|
1571
OneSpan
OSPN
$598M
| $4.4M | ﹤0.01% |
257,268
-420
| -0.2% | -$7.19K |
|
|
WSR
1572
Whitestone REIT
WSR
$661M
| $4.37M | ﹤0.01% |
321,031
+3,695
| +1% | +$50.3K |
|
1573
Morningstar
MORN
$10.9B
| $4.34M | ﹤0.01% |
28,661
+26,396
| +1,165% | +$3.99M |
|
|
RC
1574
Ready Capital
RC
$720M
| $4.3M | ﹤0.01% |
+278,554
| New | +$4.3M |
|
1575
SunCoke Energy
SXC
$651M
| $4.29M | ﹤0.01% |
689,192
-34,409
| -5% | -$214K |
|