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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Amphastar Pharmaceuticals
AMPH
$1.32B
| $6.54M | ﹤0.01% |
280,940
+28,772
| +11% | +$670K |
|
|
TBI
1577
Trueblue
TBI
$171M
| $6.54M | ﹤0.01% |
236,269
-6,114
| -3% | -$169K |
|
1578
Cross Country Healthcare
CCRN
$455M
| $6.53M | ﹤0.01% |
235,387
-5,731
| -2% | -$159K |
|
1579
Monarch Casino & Resort
MCRI
$1.87B
| $6.46M | ﹤0.01% |
87,339
-1,479
| -2% | -$109K |
|
1580
Alkermes
ALKS
$4.45B
| $6.46M | ﹤0.01% |
277,657
+2,462
| +0.9% | +$57.3K |
|
1581
Restaurant Brands International
QSR
$20.8B
| $6.45M | ﹤0.01% |
105,362
-1,753,212
| -94% | -$107M |
|
1582
Wabash National
WNC
$461M
| $6.44M | ﹤0.01% |
329,648
-90,693
| -22% | -$1.77M |
|
1583
Fox Class B
FOX
$25.3B
| $6.39M | ﹤0.01% |
186,307
-9,089
| -5% | -$311K |
|
1584
Cassava Sciences
SAVA
$104M
| $6.36M | ﹤0.01% |
145,538
+16,172
| +13% | +$707K |
|
1585
Scansource
SCSC
$948M
| $6.35M | ﹤0.01% |
180,987
+7,256
| +4% | +$255K |
|
1586
PDF Solutions
PDFS
$763M
| $6.32M | ﹤0.01% |
198,787
-4,217
| -2% | -$134K |
|
1587
Quanex
NX
$697M
| $6.31M | ﹤0.01% |
254,444
-23,633
| -8% | -$586K |
|
1588
DNOW Inc
DNOW
$1.61B
| $6.28M | ﹤0.01% |
735,635
-18,672
| -2% | -$159K |
|
|
HA
1589
DELISTED
Hawaiian Holdings, Inc.
HA
| $6.26M | ﹤0.01% |
340,757
-8,269
| -2% | -$152K |
|
1590
iShares Russell 2000 Growth ETF
IWO
$12.8B
| $6.24M | ﹤0.01% |
21,300
-1,300
| -6% | -$381K |
|
|
AHH
1591
Armada Hoffler Properties
AHH
$576M
| $6.24M | ﹤0.01% |
409,740
-6,094
| -1% | -$92.7K |
|
|
EFC
1592
Ellington Financial
EFC
$1.36B
| $6.22M | ﹤0.01% |
363,649
+38,445
| +12% | +$657K |
|
1593
Consensus Cloud Solutions
CCSI
$537M
| $6.18M | ﹤0.01% |
+106,783
| New | +$6.18M |
|
1594
Guess, Inc.
GES
$868M
| $6.15M | ﹤0.01% |
259,770
-6,429
| -2% | -$152K |
|
1595
Southern Copper
SCCO
$82.9B
| $6.14M | ﹤0.01% |
104,457
-19,560
| -16% | -$1.15M |
|
|
RC
1596
Ready Capital
RC
$675M
| $6.14M | ﹤0.01% |
392,518
+3,684
| +0.9% | +$57.6K |
|
1597
ADC Therapeutics
ADCT
$363M
| $6.13M | ﹤0.01% |
303,234
+11,429
| +4% | +$231K |
|
1598
Fresh Del Monte Produce
FDP
$1.7B
| $6.12M | ﹤0.01% |
221,854
-5,310
| -2% | -$147K |
|
1599
Compass Minerals
CMP
$752M
| $6.09M | ﹤0.01% |
119,202
-2,996
| -2% | -$153K |
|
1600
QuinStreet
QNST
$912M
| $6.05M | ﹤0.01% |
332,418
-14,314
| -4% | -$260K |
|