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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Marcus Corp
MCS
$485M
| $3.44M | ﹤0.01% |
137,318
+4,244
| +3% | +$106K |
|
1577
TTEC Holdings
TTEC
$179M
| $3.44M | ﹤0.01% |
118,503
+2,521
| +2% | +$73.1K |
|
|
SCWX
1578
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $3.43M | ﹤0.01% |
273,818
+17,506
| +7% | +$219K |
|
1579
MacroGenics
MGNX
$109M
| $3.42M | ﹤0.01% |
114,385
+985
| +0.9% | +$29.5K |
|
1580
Tredegar Corp
TG
$271M
| $3.42M | ﹤0.01% |
183,691
+8,625
| +5% | +$160K |
|
1581
Artivion
AORT
$1.94B
| $3.41M | ﹤0.01% |
194,311
+13,006
| +7% | +$229K |
|
1582
Vanda Pharmaceuticals
VNDA
$265M
| $3.41M | ﹤0.01% |
204,849
+1,249
| +0.6% | +$20.8K |
|
1583
Guess, Inc.
GES
$868M
| $3.38M | ﹤0.01% |
231,164
+510
| +0.2% | +$7.45K |
|
|
HAYN
1584
DELISTED
Haynes International, Inc.
HAYN
| $3.35M | ﹤0.01% |
90,368
+2,535
| +3% | +$94.1K |
|
1585
Harmonic Inc
HLIT
$1.12B
| $3.35M | ﹤0.01% |
564,523
+6,865
| +1% | +$40.7K |
|
|
ISCA
1586
DELISTED
International Speedway Corp
ISCA
| $3.34M | ﹤0.01% |
99,981
+3,364
| +3% | +$112K |
|
1587
Atlanta Braves Holdings Series A
BATRA
$2.84B
| $3.33M | ﹤0.01% |
190,660
+3,894
| +2% | +$68K |
|
1588
LivePerson
LPSN
$89.1M
| $3.32M | ﹤0.01% |
395,012
+37,017
| +10% | +$311K |
|
|
ICON
1589
DELISTED
Iconix Brand Group, Inc.
ICON
| $3.3M | ﹤0.01% |
40,606
+6,453
| +19% | +$524K |
|
1590
ArcBest
ARCB
$1.61B
| $3.3M | ﹤0.01% |
173,252
+1,771
| +1% | +$33.7K |
|
|
APTI
1591
DELISTED
Apptio, Inc. Class A Common Stock
APTI
| $3.29M | ﹤0.01% |
+151,364
| New | +$3.29M |
|
|
BRS
1592
DELISTED
Bristow Group, Inc.
BRS
| $3.26M | ﹤0.01% |
232,767
-13,367
| -5% | -$187K |
|
1593
Perdoceo Education
PRDO
$2.16B
| $3.25M | ﹤0.01% |
478,022
-15,022
| -3% | -$102K |
|
1594
UNIFI
UFI
$83M
| $3.22M | ﹤0.01% |
109,242
+3,792
| +4% | +$112K |
|
1595
OFG Bancorp
OFG
$1.96B
| $3.21M | ﹤0.01% |
317,705
+8,689
| +3% | +$87.8K |
|
1596
Titan International
TWI
$546M
| $3.21M | ﹤0.01% |
316,720
+9,020
| +3% | +$91.3K |
|
1597
Biglari Holdings Class B
BH
$951M
| $3.19M | ﹤0.01% |
10,989
-137
| -1% | -$39.8K |
|
1598
Regis Corp
RGS
$66.7M
| $3.19M | ﹤0.01% |
12,689
-411
| -3% | -$103K |
|
|
RUTH
1599
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $3.17M | ﹤0.01% |
224,197
-15,048
| -6% | -$213K |
|
1600
National Presto Industries
NPK
$784M
| $3.16M | ﹤0.01% |
36,046
+1,842
| +5% | +$162K |
|