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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FBR
1576
DELISTED
Fibria Celulose Sa
FBR
| $3.98M | ﹤0.01% |
231,234
-129,215
| -36% | -$2.22M |
|
|
LABL
1577
DELISTED
Multi-Color Corp
LABL
| $3.98M | ﹤0.01% |
113,267
+728
| +0.6% | +$25.5K |
|
|
WSR
1578
Whitestone REIT
WSR
$670M
| $3.96M | ﹤0.01% |
322,901
+1,994
| +0.6% | +$24.4K |
|
1579
iShares Russell 1000 Growth ETF
IWF
$120B
| $3.93M | ﹤0.01% |
+30,016
| New | +$3.93M |
|
1580
CEVA Inc
CEVA
$570M
| $3.93M | ﹤0.01% |
177,815
-72
| -0% | -$1.59K |
|
|
IPHS
1581
DELISTED
Innophos Holdings, Inc.
IPHS
| $3.91M | ﹤0.01% |
159,254
+931
| +0.6% | +$22.8K |
|
|
BLUE
1582
DELISTED
bluebird bio
BLUE
| $3.89M | ﹤0.01% |
3,024
-185
| -6% | -$238K |
|
1583
Donnelley Financial Solutions
DFIN
$1.54B
| $3.88M | ﹤0.01% |
276,844
+2,315
| +0.8% | +$32.5K |
|
1584
Quanex
NX
$697M
| $3.88M | ﹤0.01% |
285,491
+1,556
| +0.5% | +$21.1K |
|
1585
Anika Therapeutics
ANIK
$124M
| $3.88M | ﹤0.01% |
115,375
-6,706
| -5% | -$225K |
|
1586
Petrobras
PBR
$81.6B
| $3.87M | ﹤0.01% |
297,777
-345,191
| -54% | -$4.49M |
|
1587
Forrester Research
FORR
$191M
| $3.87M | ﹤0.01% |
86,601
+1,070
| +1% | +$47.8K |
|
1588
Neurocrine Biosciences
NBIX
$14.2B
| $3.87M | ﹤0.01% |
54,185
-29,816
| -35% | -$2.13M |
|
|
PENG
1589
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.37B
| $3.85M | ﹤0.01% |
259,488
+235,028
| +961% | +$3.49M |
|
1590
Denali Therapeutics
DNLI
$2.17B
| $3.84M | ﹤0.01% |
185,950
-17
| -0% | -$351 |
|
1591
Papa John's
PZZA
$1.64B
| $3.84M | ﹤0.01% |
96,347
-1,469
| -2% | -$58.5K |
|
1592
American Public Education
APEI
$638M
| $3.83M | ﹤0.01% |
134,580
+1,404
| +1% | +$40K |
|
1593
MYR Group
MYRG
$2.78B
| $3.79M | ﹤0.01% |
134,482
+722
| +0.5% | +$20.3K |
|
|
OPB
1594
DELISTED
Opus Bank Common Stock
OPB
| $3.78M | ﹤0.01% |
193,115
-1,473
| -0.8% | -$28.9K |
|
1595
Insteel Industries
IIIN
$767M
| $3.78M | ﹤0.01% |
155,543
+9,147
| +6% | +$222K |
|
1596
Sociedad Química y Minera de Chile
SQM
$12.2B
| $3.77M | ﹤0.01% |
98,538
-65,484
| -40% | -$2.51M |
|
1597
Vanguard Real Estate ETF
VNQ
$35B
| $3.73M | ﹤0.01% |
+50,085
| New | +$3.73M |
|
1598
Monarch Casino & Resort
MCRI
$1.91B
| $3.66M | ﹤0.01% |
95,880
-3,187
| -3% | -$122K |
|
1599
DXP Enterprises
DXPE
$1.86B
| $3.61M | ﹤0.01% |
129,805
+2,051
| +2% | +$57.1K |
|
|
EGRX
1600
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $3.6M | ﹤0.01% |
89,289
-669
| -0.7% | -$27K |
|