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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SPLK
1601
DELISTED
Splunk Inc
SPLK
| $2.29M | ﹤0.01% |
38,989
+225
| +0.6% | +$13.2K |
|
1602
PetMed Express
PETS
$57.8M
| $2.29M | ﹤0.01% |
133,639
+4,966
| +4% | +$85.1K |
|
1603
Celanese
CE
$5B
| $2.27M | ﹤0.01% |
33,673
+10,189
| +43% | +$686K |
|
1604
News Corp Class B
NWS
$18.2B
| $2.27M | ﹤0.01% |
162,252
+3,738
| +2% | +$52.2K |
|
1605
Biglari Holdings Class B
BH
$974M
| $2.26M | ﹤0.01% |
10,413
+463
| +5% | +$101K |
|
1606
Palo Alto Networks
PANW
$133B
| $2.26M | ﹤0.01% |
77,052
-174
| -0.2% | -$5.11K |
|
1607
LivePerson
LPSN
$92.1M
| $2.26M | ﹤0.01% |
334,611
+25,279
| +8% | +$171K |
|
1608
ANI Pharmaceuticals
ANIP
$2.12B
| $2.26M | ﹤0.01% |
49,979
+2,355
| +5% | +$106K |
|
1609
Hawkins
HWKN
$3.68B
| $2.25M | ﹤0.01% |
125,610
+4,276
| +4% | +$76.5K |
|
|
PETX
1610
DELISTED
Aratana Therapeutics, Inc.
PETX
| $2.23M | ﹤0.01% |
400,000
+127,300
| +47% | +$710K |
|
1611
Tredegar Corp
TG
$275M
| $2.23M | ﹤0.01% |
163,597
+7,217
| +5% | +$98.3K |
|
1612
Nu Skin
NUS
$590M
| $2.23M | ﹤0.01% |
58,739
+17,300
| +42% | +$656K |
|
1613
Daktronics
DAKT
$1.1B
| $2.22M | ﹤0.01% |
254,600
+12,048
| +5% | +$105K |
|
|
CRR
1614
DELISTED
Carbo Ceramics Inc.
CRR
| $2.21M | ﹤0.01% |
128,745
+5,625
| +5% | +$96.7K |
|
|
CNCE
1615
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $2.19M | ﹤0.01% |
115,600
-82,100
| -42% | -$1.56M |
|
1616
Trinseo
TSE
$87.4M
| $2.18M | ﹤0.01% |
+77,326
| New | +$2.18M |
|
|
ARRY
1617
DELISTED
Array Biopharma Inc
ARRY
| $2.18M | ﹤0.01% |
516,260
-14
| -0% | -$59 |
|
|
ICON
1618
DELISTED
Iconix Brand Group, Inc.
ICON
| $2.18M | ﹤0.01% |
31,853
+1,486
| +5% | +$102K |
|
|
GI
1619
DELISTED
EndoChoice Holdings, Inc.
GI
| $2.17M | ﹤0.01% |
260,435
+9,686
| +4% | +$80.9K |
|
|
BKMU
1620
DELISTED
Bank Mutual Corp
BKMU
| $2.17M | ﹤0.01% |
278,436
+9,667
| +4% | +$75.4K |
|
1621
Alkermes
ALKS
$4.52B
| $2.15M | ﹤0.01% |
27,107
+196
| +0.7% | +$15.6K |
|
1622
Tidewater
TDW
$2.94B
| $2.15M | ﹤0.01% |
9,583
+421
| +5% | +$94.5K |
|
1623
AppFolio
APPF
$10.1B
| $2.15M | ﹤0.01% |
146,855
+176
| +0.1% | +$2.57K |
|
1624
Comtech Telecommunications
CMTL
$67M
| $2.14M | ﹤0.01% |
106,402
+4,854
| +5% | +$97.5K |
|
1625
American Water Works
AWK
$26.9B
| $2.13M | ﹤0.01% |
35,703
+9,705
| +37% | +$580K |
|