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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$225M |
| 2 |
Cousins Properties
CUZ
|
+$225M |
| 3 |
Americold
COLD
|
+$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$138M |
| 5 |
Domino's
DPZ
|
+$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
+$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$138M |
| 3 |
Hilton Grand Vacations
HGV
|
+$111M |
| 4 |
Openlane
KAR
|
+$103M |
| 5 |
Prologis
PLD
|
+$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VIVO
1576
DELISTED
Meridian Bioscience Inc
VIVO
| $4.3M | ﹤0.01% |
362,049
+5,757
| +2% | +$68.4K |
|
1577
CEVA Inc
CEVA
$564M
| $4.29M | ﹤0.01% |
176,235
+234
| +0.1% | +$5.7K |
|
1578
Ichor Holdings
ICHR
$579M
| $4.24M | ﹤0.01% |
179,483
+804
| +0.4% | +$19K |
|
1579
Fossil Group
FOSL
$168M
| $4.21M | ﹤0.01% |
366,036
-714
| -0.2% | -$8.21K |
|
1580
Ethan Allen Interiors
ETD
$742M
| $4.18M | ﹤0.01% |
198,255
-386
| -0.2% | -$8.13K |
|
1581
Forrester Research
FORR
$195M
| $4.14M | ﹤0.01% |
88,027
+2,289
| +3% | +$108K |
|
1582
Gannett
GCI
$620M
| $4.12M | ﹤0.01% |
436,916
-29,593
| -6% | -$279K |
|
1583
Apple Hospitality REIT
APLE
$2.98B
| $4.12M | ﹤0.01% |
259,440
+236,499
| +1,031% | +$3.75M |
|
|
VSTO
1584
DELISTED
Vista Outdoor Inc.
VSTO
| $4.11M | ﹤0.01% |
462,987
+194
| +0% | +$1.72K |
|
1585
Monarch Casino & Resort
MCRI
$1.9B
| $4.07M | ﹤0.01% |
95,204
+169
| +0.2% | +$7.22K |
|
|
WSR
1586
Whitestone REIT
WSR
$664M
| $4.05M | ﹤0.01% |
319,444
-206
| -0.1% | -$2.61K |
|
1587
Vicor
VICR
$2.28B
| $4.05M | ﹤0.01% |
130,316
-15
| -0% | -$466 |
|
1588
Signet Jewelers
SIG
$3.73B
| $4.04M | ﹤0.01% |
225,810
-164
| -0.1% | -$2.93K |
|
1589
Ezcorp Inc
EZPW
$1.04B
| $4.02M | ﹤0.01% |
424,464
-821
| -0.2% | -$7.78K |
|
|
TUP
1590
DELISTED
Tupperware Brands Corporation
TUP
| $4.01M | ﹤0.01% |
210,866
+432
| +0.2% | +$8.22K |
|
1591
Buckle
BKE
$3.04B
| $4M | ﹤0.01% |
231,092
+550
| +0.2% | +$9.52K |
|
|
AKRX
1592
DELISTED
Akorn, Inc.
AKRX
| $4M | ﹤0.01% |
776,284
-9,395
| -1% | -$48.4K |
|
1593
MacroGenics
MGNX
$100M
| $3.99M | ﹤0.01% |
234,832
+51,952
| +28% | +$882K |
|
1594
Axcelis
ACLS
$2.69B
| $3.98M | ﹤0.01% |
264,200
+2,561
| +1% | +$38.5K |
|
1595
American Public Education
APEI
$645M
| $3.97M | ﹤0.01% |
134,265
+1,041
| +0.8% | +$30.8K |
|
|
UNT
1596
DELISTED
UNIT Corporation
UNT
| $3.96M | ﹤0.01% |
444,862
-4,480
| -1% | -$39.8K |
|
1597
Harmonic Inc
HLIT
$1.13B
| $3.95M | ﹤0.01% |
712,152
-459
| -0.1% | -$2.55K |
|
1598
Regis Corp
RGS
$70.8M
| $3.93M | ﹤0.01% |
11,828
-297
| -2% | -$98.6K |
|
|
AQ
1599
DELISTED
Aquantia Corp. Common Stock
AQ
| $3.92M | ﹤0.01% |
300,900
| – | – |
|
|
MNK
1600
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $3.92M | ﹤0.01% |
426,538
+63,166
| +17% | +$580K |
|