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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ADAM
1576
Adamas Trust, Inc. Common Stock
ADAM
$662M
| $5.34M | ﹤0.01% |
222,238
+3,849
| +2% | +$92.5K |
|
|
AMAG
1577
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $5.32M | ﹤0.01% |
272,623
+4,992
| +2% | +$97.3K |
|
1578
World Acceptance Corp
WRLD
$920M
| $5.31M | ﹤0.01% |
47,808
+1,024
| +2% | +$114K |
|
1579
Axcelis
ACLS
$2.7B
| $5.29M | ﹤0.01% |
267,183
+7,080
| +3% | +$140K |
|
|
IVC
1580
DELISTED
Invacare Corporation
IVC
| $5.28M | ﹤0.01% |
283,605
+11,066
| +4% | +$206K |
|
|
UBA
1581
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $5.26M | ﹤0.01% |
232,253
+3,673
| +2% | +$83.1K |
|
|
AHH
1582
Armada Hoffler Properties
AHH
$588M
| $5.25M | ﹤0.01% |
352,424
+6,740
| +2% | +$100K |
|
1583
CEVA Inc
CEVA
$556M
| $5.23M | ﹤0.01% |
173,114
-7,892
| -4% | -$238K |
|
1584
Heidrick & Struggles
HSII
$1.03B
| $5.2M | ﹤0.01% |
148,439
+4,454
| +3% | +$156K |
|
|
CBB
1585
DELISTED
Cincinnati Bell Inc.
CBB
| $5.19M | ﹤0.01% |
330,302
+5,356
| +2% | +$84.1K |
|
1586
MiMedx Group
MDXG
$1.03B
| $5.18M | ﹤0.01% |
811,275
-73,176
| -8% | -$468K |
|
|
GHL
1587
DELISTED
Greenhill & Co., Inc.
GHL
| $5.14M | ﹤0.01% |
181,133
-59,228
| -25% | -$1.68M |
|
|
ONCE
1588
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $5.14M | ﹤0.01% |
62,090
+123
| +0.2% | +$10.2K |
|
1589
Papa John's
PZZA
$1.64B
| $5.13M | ﹤0.01% |
101,043
-2,602
| -3% | -$132K |
|
1590
Burlington
BURL
$17.7B
| $5.04M | ﹤0.01% |
33,453
+21,798
| +187% | +$3.28M |
|
|
ORIT
1591
DELISTED
Oritani Financial Corp. New
ORIT
| $5M | ﹤0.01% |
308,699
+6,914
| +2% | +$112K |
|
|
AYX
1592
DELISTED
Alteryx, Inc.
AYX
| $5M | ﹤0.01% |
130,889
+5,073
| +4% | +$194K |
|
1593
Metallus
MTUS
$701M
| $4.99M | ﹤0.01% |
305,279
+5,288
| +2% | +$86.5K |
|
1594
Vistra
VST
$70.4B
| $4.95M | ﹤0.01% |
209,390
+178,256
| +573% | +$4.22M |
|
|
GNBC
1595
DELISTED
Green Bancorp, Inc
GNBC
| $4.95M | ﹤0.01% |
228,949
+23,578
| +11% | +$509K |
|
|
ISCA
1596
DELISTED
International Speedway Corp
ISCA
| $4.94M | ﹤0.01% |
110,489
-2,751
| -2% | -$123K |
|
1597
Marcus Corp
MCS
$493M
| $4.93M | ﹤0.01% |
151,659
+4,165
| +3% | +$135K |
|
|
EGRX
1598
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.91M | ﹤0.01% |
64,838
-9,047
| -12% | -$685K |
|
1599
Quanex
NX
$699M
| $4.91M | ﹤0.01% |
273,263
+4,458
| +2% | +$80K |
|
1600
Coca-Cola Consolidated
COKE
$10.8B
| $4.89M | ﹤0.01% |
361,600
+5,820
| +2% | +$78.6K |
|