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 |
Aon
AON
|
+$237M |
| 2 |
Intel
INTC
|
+$146M |
| 3 |
RTX Corp
RTX
|
+$142M |
| 4 |
Adobe
ADBE
|
+$116M |
| 5 |
Entergy
ETR
|
+$116M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
+$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
+$122M |
| 3 |
Norfolk Southern
NSC
|
+$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
+$100M |
| 5 |
Gentex
GNTX
|
+$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MDC
1601
DELISTED
M.D.C. Holdings, Inc.
MDC
| $3.06M | 0.01% |
140,107
+1,064
| +0.8% | +$23.2K |
|
|
STMP
1602
DELISTED
Stamps.com, Inc.
STMP
| $3.02M | 0.01% |
89,648
-5,459
| -6% | -$184K |
|
|
AF
1603
DELISTED
Astoria Financial Corporation
AF
| $2.99M | 0.01% |
222,247
-1,458
| -0.7% | -$19.6K |
|
|
ACET
1604
DELISTED
Aceto Corp
ACET
| $2.98M | 0.01% |
164,412
+152,072
| +1,232% | +$2.76M |
|
|
PRSU
1605
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.06B
| $2.97M | 0.01% |
124,443
+1,235
| +1% | +$29.4K |
|
|
EBIX
1606
DELISTED
Ebix Inc
EBIX
| $2.95M | 0.01% |
206,351
-433
| -0.2% | -$6.2K |
|
1607
Royal Caribbean
RCL
$95.5B
| $2.93M | ﹤0.01% |
52,773
+3,241
| +7% | +$180K |
|
1608
Daktronics
DAKT
$1.1B
| $2.93M | ﹤0.01% |
245,998
-3,573
| -1% | -$42.6K |
|
|
SPPI
1609
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $2.9M | ﹤0.01% |
356,911
+7,534
| +2% | +$61.3K |
|
1610
TTM Technologies
TTMI
$5.06B
| $2.9M | ﹤0.01% |
353,800
+122
| +0% | +$1K |
|
|
SUP
1611
DELISTED
Superior Industries International
SUP
| $2.9M | ﹤0.01% |
140,416
-9,103
| -6% | -$188K |
|
1612
Werner Enterprises
WERN
$1.71B
| $2.89M | ﹤0.01% |
108,817
-14,497
| -12% | -$384K |
|
1613
Calavo Growers
CVGW
$493M
| $2.86M | ﹤0.01% |
84,432
+400
| +0.5% | +$13.5K |
|
1614
Kelly Services Class A
KELYA
$482M
| $2.86M | ﹤0.01% |
166,328
+721
| +0.4% | +$12.4K |
|
|
RUTH
1615
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $2.86M | ﹤0.01% |
231,126
-4,251
| -2% | -$52.5K |
|
|
LDL
1616
DELISTED
Lydall, Inc.
LDL
| $2.84M | ﹤0.01% |
103,592
+1,626
| +2% | +$44.5K |
|
|
DCOM
1617
DELISTED
Dime Community Bancshares
DCOM
| $2.84M | ﹤0.01% |
179,519
+1,467
| +0.8% | +$23.2K |
|
|
ZQK
1618
DELISTED
QUICKSILVER,INC.
ZQK
| $2.83M | ﹤0.01% |
790,747
-21,136
| -3% | -$75.7K |
|
|
GTIV
1619
DELISTED
GENTIVA HEALTH SERVICES INC
GTIV
| $2.83M | ﹤0.01% |
187,895
-923
| -0.5% | -$13.9K |
|
|
FLIC
1620
DELISTED
First of Long Island Corp
FLIC
| $2.81M | ﹤0.01% |
161,629
+6,419
| +4% | +$111K |
|
|
EPIQ
1621
DELISTED
EPIQ SYSTEMS INC
EPIQ
| $2.8M | ﹤0.01% |
199,326
-1,219
| -0.6% | -$17.1K |
|
|
PQUE
1622
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
| $2.8M | ﹤0.01% |
371,730
-6,230
| -2% | -$46.8K |
|
1623
Calumet Specialty Products
CLMT
$1.51B
| $2.79M | ﹤0.01% |
87,785
+17,132
| +24% | +$545K |
|
1624
Forrester Research
FORR
$189M
| $2.78M | ﹤0.01% |
73,324
-9,503
| -11% | -$360K |
|
|
DRIV
1625
DELISTED
DIGITAL RIVER INC.
DRIV
| $2.77M | ﹤0.01% |
179,706
+9,219
| +5% | +$142K |
|