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 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MODV
1576
DELISTED
ModivCare
MODV
| $4.63M | ﹤0.01% |
85,531
-2,560
| -3% | -$138K |
|
1577
Atlanta Braves Holdings Series A
BATRA
$2.84B
| $4.62M | ﹤0.01% |
182,207
-44
| -0% | -$1.12K |
|
|
EGL
1578
DELISTED
Engility Holdings, Inc.
EGL
| $4.62M | ﹤0.01% |
133,112
-1,144
| -0.9% | -$39.7K |
|
1579
Upbound Group
UPBD
$1.47B
| $4.62M | ﹤0.01% |
401,970
-2,653
| -0.7% | -$30.5K |
|
1580
Shake Shack
SHAK
$3.92B
| $4.56M | ﹤0.01% |
137,151
-3,904
| -3% | -$130K |
|
1581
UNIFI
UFI
$83M
| $4.55M | ﹤0.01% |
127,798
+11,108
| +10% | +$396K |
|
|
HSKA
1582
DELISTED
Heska Corp
HSKA
| $4.55M | ﹤0.01% |
51,668
+331
| +0.6% | +$29.2K |
|
|
CTRL
1583
DELISTED
Control4 Corporation
CTRL
| $4.54M | ﹤0.01% |
+154,120
| New | +$4.54M |
|
1584
American Vanguard Corp
AVD
$152M
| $4.53M | ﹤0.01% |
197,651
-1,697
| -0.9% | -$38.9K |
|
1585
HealthStream
HSTM
$839M
| $4.5M | ﹤0.01% |
192,376
-1,622
| -0.8% | -$37.9K |
|
1586
StoneX
SNEX
$5.02B
| $4.49M | ﹤0.01% |
263,639
+5,555
| +2% | +$94.6K |
|
1587
Mueller Water Products
MWA
$3.86B
| $4.49M | ﹤0.01% |
350,661
+3,270
| +0.9% | +$41.9K |
|
1588
LeMaitre Vascular
LMAT
$2.1B
| $4.49M | ﹤0.01% |
119,887
+17,480
| +17% | +$654K |
|
1589
SunCoke Energy
SXC
$656M
| $4.43M | ﹤0.01% |
484,962
-17,294
| -3% | -$158K |
|
|
SCLN
1590
DELISTED
Sciclone Pharmaceuticals Inc
SCLN
| $4.42M | ﹤0.01% |
395,044
-8,670
| -2% | -$97.1K |
|
1591
NXP Semiconductors
NXPI
$55.3B
| $4.42M | ﹤0.01% |
39,080
-137,893
| -78% | -$15.6M |
|
1592
ATN International
ATNI
$235M
| $4.38M | ﹤0.01% |
83,100
+1,821
| +2% | +$96K |
|
|
LKSD
1593
DELISTED
LSC Communications, Inc.
LKSD
| $4.37M | ﹤0.01% |
264,487
+6,320
| +2% | +$104K |
|
|
EGRX
1594
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.35M | ﹤0.01% |
72,953
+4,963
| +7% | +$296K |
|
|
DF
1595
DELISTED
Dean Foods Company
DF
| $4.34M | ﹤0.01% |
398,894
-1,184,950
| -75% | -$12.9M |
|
|
PGNX
1596
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $4.33M | ﹤0.01% |
588,754
-6,095
| -1% | -$44.9K |
|
1597
REX American Resources
REX
$1.01B
| $4.31M | ﹤0.01% |
137,865
+1,872
| +1% | +$58.6K |
|
1598
BJ's Restaurants
BJRI
$691M
| $4.28M | ﹤0.01% |
140,706
+4,609
| +3% | +$140K |
|
|
AVP
1599
DELISTED
Avon Products, Inc.
AVP
| $4.23M | ﹤0.01% |
1,813,920
+15,953
| +0.9% | +$37.2K |
|
1600
Under Armour
UAA
$2.14B
| $4.22M | ﹤0.01% |
255,907
-5,485
| -2% | -$90.4K |
|