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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
INN
1551
Summit Hotel Properties
INN
$613M
| $6.91M | ﹤0.01% |
708,302
-17,218
| -2% | -$168K |
|
1552
Mativ Holdings
MATV
$666M
| $6.91M | ﹤0.01% |
231,086
-16,483
| -7% | -$493K |
|
1553
Nutanix
NTNX
$20.7B
| $6.91M | ﹤0.01% |
216,753
-231,657
| -52% | -$7.38M |
|
1554
SpartanNash
SPTN
$900M
| $6.89M | ﹤0.01% |
267,271
-20,704
| -7% | -$533K |
|
1555
StoneX
SNEX
$5.02B
| $6.88M | ﹤0.01% |
252,619
-6,154
| -2% | -$168K |
|
1556
Greif
GEF
$3.54B
| $6.86M | ﹤0.01% |
113,652
-18,630
| -14% | -$1.12M |
|
1557
BILL Holdings
BILL
$5.26B
| $6.86M | ﹤0.01% |
27,528
+19,383
| +238% | +$4.83M |
|
|
PLYM
1558
Plymouth Industrial REIT
PLYM
$988M
| $6.85M | ﹤0.01% |
214,005
-19,486
| -8% | -$624K |
|
1559
Zumiez
ZUMZ
$356M
| $6.84M | ﹤0.01% |
142,444
-7,173
| -5% | -$344K |
|
1560
Marten Transport
MRTN
$949M
| $6.83M | ﹤0.01% |
398,147
-9,027
| -2% | -$155K |
|
1561
Bentley Systems
BSY
$16B
| $6.76M | ﹤0.01% |
139,922
-222,632
| -61% | -$10.8M |
|
1562
Harmony Biosciences
HRMY
$1.91B
| $6.76M | ﹤0.01% |
+158,557
| New | +$6.76M |
|
|
ONL
1563
Orion Office REIT
ONL
$165M
| $6.76M | ﹤0.01% |
+361,981
| New | +$6.76M |
|
1564
Interface
TILE
$1.6B
| $6.74M | ﹤0.01% |
422,345
-27,057
| -6% | -$432K |
|
|
ECOL
1565
DELISTED
US Ecology, Inc.
ECOL
| $6.7M | ﹤0.01% |
209,888
-4,947
| -2% | -$158K |
|
1566
Advanced Drainage Systems
WMS
$11B
| $6.67M | ﹤0.01% |
49,030
+11,696
| +31% | +$1.59M |
|
1567
Alphatec Holdings
ATEC
$2.27B
| $6.64M | ﹤0.01% |
581,274
-12,263
| -2% | -$140K |
|
1568
Premier
PINC
$2.21B
| $6.64M | ﹤0.01% |
161,349
-23,045
| -12% | -$949K |
|
1569
Bunge Global
BG
$16.5B
| $6.63M | ﹤0.01% |
70,983
-29,279
| -29% | -$2.73M |
|
1570
CEVA Inc
CEVA
$549M
| $6.61M | ﹤0.01% |
152,863
-8,258
| -5% | -$357K |
|
1571
Vanda Pharmaceuticals
VNDA
$265M
| $6.6M | ﹤0.01% |
420,623
-24,933
| -6% | -$391K |
|
|
VIVO
1572
DELISTED
Meridian Bioscience Inc
VIVO
| $6.59M | ﹤0.01% |
323,258
-32,134
| -9% | -$655K |
|
1573
Genesco
GCO
$355M
| $6.59M | ﹤0.01% |
102,729
+6,737
| +7% | +$432K |
|
|
AZEK
1574
DELISTED
The AZEK Co
AZEK
| $6.57M | ﹤0.01% |
142,113
+94,273
| +197% | +$4.36M |
|
1575
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $6.56M | ﹤0.01% |
53,600
-11,900
| -18% | -$1.46M |
|