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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Interface
TILE
$1.66B
| $3.65M | ﹤0.01% |
448,560
-5,951
| -1% | -$48.4K |
|
|
TWO
1552
Two Harbors Investment
TWO
$1.05B
| $3.65M | ﹤0.01% |
181,124
+19,101
| +12% | +$385K |
|
1553
Central Pacific Financial
CPF
$826M
| $3.65M | ﹤0.01% |
227,634
-5,745
| -2% | -$92.1K |
|
|
SVC
1554
Service Properties Trust
SVC
$476M
| $3.65M | ﹤0.01% |
514,233
+11,574
| +2% | +$82.1K |
|
1555
Deluxe
DLX
$881M
| $3.63M | ﹤0.01% |
154,035
-597
| -0.4% | -$14.1K |
|
1556
Genworth Financial
GNW
$3.61B
| $3.62M | ﹤0.01% |
1,565,109
+16,873
| +1% | +$39K |
|
1557
MGP Ingredients
MGPI
$596M
| $3.61M | ﹤0.01% |
98,433
-2,324
| -2% | -$85.3K |
|
1558
MarineMax
HZO
$556M
| $3.59M | ﹤0.01% |
160,396
-2,379
| -1% | -$53.3K |
|
1559
Comtech Telecommunications
CMTL
$69.1M
| $3.59M | ﹤0.01% |
212,289
+18,820
| +10% | +$318K |
|
1560
Banc of California
BANC
$2.62B
| $3.58M | ﹤0.01% |
330,249
-10,110
| -3% | -$110K |
|
|
KREF
1561
KKR Real Estate Finance Trust
KREF
$630M
| $3.58M | ﹤0.01% |
215,749
-27,602
| -11% | -$458K |
|
1562
Atlanta Braves Holdings Series A
BATRA
$2.86B
| $3.57M | ﹤0.01% |
177,584
-30
| -0% | -$602 |
|
|
ABTX
1563
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $3.56M | ﹤0.01% |
140,199
-14,938
| -10% | -$379K |
|
|
WW
1564
DELISTED
WW International
WW
| $3.53M | ﹤0.01% |
139,222
+1,935
| +1% | +$49.1K |
|
1565
ProPetro Holding
PUMP
$484M
| $3.53M | ﹤0.01% |
687,186
-19,346
| -3% | -$99.4K |
|
|
TGI
1566
DELISTED
Triumph Group
TGI
| $3.49M | ﹤0.01% |
387,256
+7,273
| +2% | +$65.5K |
|
1567
Tradeweb Markets
TW
$25.2B
| $3.49M | ﹤0.01% |
60,005
+13,904
| +30% | +$808K |
|
1568
Harmonic Inc
HLIT
$1.13B
| $3.48M | ﹤0.01% |
732,174
+4,879
| +0.7% | +$23.2K |
|
1569
CoreCivic
CXW
$2.26B
| $3.47M | ﹤0.01% |
371,058
+19,060
| +5% | +$178K |
|
1570
Urban Outfitters
URBN
$6.07B
| $3.44M | ﹤0.01% |
226,270
+4,964
| +2% | +$75.6K |
|
1571
Talos Energy
TALO
$1.68B
| $3.42M | ﹤0.01% |
371,604
-39,512
| -10% | -$364K |
|
1572
AMC Networks
AMCX
$357M
| $3.42M | ﹤0.01% |
146,054
-6,015
| -4% | -$141K |
|
1573
Buckle
BKE
$3.04B
| $3.39M | ﹤0.01% |
216,066
-2,537
| -1% | -$39.8K |
|
1574
Andersons Inc
ANDE
$1.38B
| $3.38M | ﹤0.01% |
245,749
-1,601
| -0.6% | -$22K |
|
1575
Enova International
ENVA
$2.88B
| $3.38M | ﹤0.01% |
227,324
-31,850
| -12% | -$474K |
|