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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
OAK
1601
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $3.11M | ﹤0.01% |
73,300
+2,690
| +4% | +$114K |
|
1602
Medifast
MED
$152M
| $3.1M | ﹤0.01% |
82,047
+15,874
| +24% | +$600K |
|
|
AVTA
1603
DELISTED
Avantax, Inc. Common Stock
AVTA
| $3.1M | ﹤0.01% |
276,333
-14,717
| -5% | -$165K |
|
|
LDR
1604
DELISTED
Landauer Inc
LDR
| $3.09M | ﹤0.01% |
69,554
+1,900
| +3% | +$84.5K |
|
|
CBL
1605
DELISTED
CBL& Associates Properties, Inc.
CBL
| $3.08M | ﹤0.01% |
253,991
-792,718
| -76% | -$9.63M |
|
1606
PetMed Express
PETS
$56.4M
| $3.07M | ﹤0.01% |
151,295
+7,991
| +6% | +$162K |
|
1607
Insmed
INSM
$30.8B
| $3.04M | ﹤0.01% |
209,328
+1,955
| +0.9% | +$28.4K |
|
1608
American Vanguard Corp
AVD
$152M
| $3M | ﹤0.01% |
186,851
+6,348
| +4% | +$102K |
|
1609
Hawkins
HWKN
$3.56B
| $2.99M | ﹤0.01% |
138,088
+4,370
| +3% | +$94.7K |
|
|
VRTV
1610
DELISTED
VERITIV CORPORATION
VRTV
| $2.98M | ﹤0.01% |
59,406
+1,983
| +3% | +$99.5K |
|
1611
Metallus
MTUS
$695M
| $2.94M | ﹤0.01% |
281,534
+13,929
| +5% | +$146K |
|
|
NILE
1612
DELISTED
Blue Nile, Inc.
NILE
| $2.91M | ﹤0.01% |
84,614
+2,924
| +4% | +$101K |
|
1613
First Busey Corp
BUSE
$2.19B
| $2.86M | ﹤0.01% |
+126,525
| New | +$2.86M |
|
1614
DHI Group
DHX
$143M
| $2.86M | ﹤0.01% |
362,372
+60,030
| +20% | +$474K |
|
1615
Surmodics
SRDX
$459M
| $2.84M | ﹤0.01% |
94,495
+2,799
| +3% | +$84.2K |
|
1616
CorVel
CRVL
$4.39B
| $2.84M | ﹤0.01% |
221,877
+6,975
| +3% | +$89.3K |
|
1617
Forrester Research
FORR
$188M
| $2.83M | ﹤0.01% |
72,824
+2,063
| +3% | +$80.3K |
|
1618
Cross Country Healthcare
CCRN
$455M
| $2.81M | ﹤0.01% |
238,636
+8,067
| +3% | +$95K |
|
|
EXAR
1619
DELISTED
Exar Corporation
EXAR
| $2.81M | ﹤0.01% |
301,274
-40,858
| -12% | -$380K |
|
1620
Haverty Furniture Companies
HVT
$380M
| $2.77M | ﹤0.01% |
138,015
-3,551
| -3% | -$71.2K |
|
1621
Daktronics
DAKT
$1.03B
| $2.76M | ﹤0.01% |
288,841
+16,511
| +6% | +$158K |
|
|
TESO
1622
DELISTED
Tesco Corp
TESO
| $2.74M | ﹤0.01% |
335,719
+10,124
| +3% | +$82.6K |
|
|
GNCMA
1623
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $2.74M | ﹤0.01% |
199,032
-7,081
| -3% | -$97.4K |
|
1624
Shoe Carnival
SCVL
$653M
| $2.73M | ﹤0.01% |
+204,618
| New | +$2.73M |
|
1625
Enanta Pharmaceuticals
ENTA
$178M
| $2.69M | ﹤0.01% |
101,178
+7,701
| +8% | +$205K |
|