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 |
Chevron
CVX
|
+$121M |
| 2 |
Morgan Stanley
MS
|
+$115M |
| 3 |
EOG Resources
EOG
|
+$109M |
| 4 |
Kilroy Realty
KRC
|
+$101M |
| 5 |
CVS Health
CVS
|
+$98.4M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
+$134M |
| 2 |
Equity Residential
EQR
|
+$115M |
| 3 |
Pfizer
PFE
|
+$85.2M |
| 4 |
Murphy Oil
MUR
|
+$75.8M |
| 5 |
Aflac
AFL
|
+$75.4M |
Sector Composition
| 1 | Financials | 17.65% |
| 2 | Real Estate | 15.91% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WCIC
1601
DELISTED
WCI Communities, Inc.
WCIC
| $3.76M | ﹤0.01% |
160,310
+2,157
| +1% | +$50.6K |
|
|
QTNA
1602
DELISTED
Quantenna Communications, Inc. Common Stock
QTNA
| $3.74M | ﹤0.01% |
+206,534
| New | +$3.74M |
|
1603
TTEC Holdings
TTEC
$179M
| $3.74M | ﹤0.01% |
122,649
+4,146
| +3% | +$126K |
|
1604
Regis Corp
RGS
$66.7M
| $3.74M | ﹤0.01% |
12,860
+171
| +1% | +$49.7K |
|
|
CDR
1605
DELISTED
Cedar Realty Trust, Inc
CDR
| $3.73M | ﹤0.01% |
86,641
+167
| +0.2% | +$7.2K |
|
1606
First Solar
FSLR
$21.9B
| $3.73M | ﹤0.01% |
116,097
-1,078
| -0.9% | -$34.6K |
|
1607
PetMed Express
PETS
$56.4M
| $3.71M | ﹤0.01% |
161,000
+9,705
| +6% | +$224K |
|
1608
Crocs
CROX
$4.43B
| $3.7M | ﹤0.01% |
539,363
-2,316
| -0.4% | -$15.9K |
|
|
IBTX
1609
DELISTED
Independent Bank Group, Inc.
IBTX
| $3.7M | ﹤0.01% |
+59,300
| New | +$3.7M |
|
1610
Medifast
MED
$152M
| $3.69M | ﹤0.01% |
88,701
+6,654
| +8% | +$277K |
|
1611
Motorcar Parts of America
MPAA
$284M
| $3.69M | ﹤0.01% |
136,880
+2,099
| +2% | +$56.5K |
|
|
LION
1612
DELISTED
Fidelity Southern Corporation
LION
| $3.68M | ﹤0.01% |
+155,270
| New | +$3.68M |
|
|
XOXO
1613
DELISTED
Xo Group Inc
XOXO
| $3.65M | ﹤0.01% |
187,491
+5,717
| +3% | +$111K |
|
1614
MarineMax
HZO
$545M
| $3.64M | ﹤0.01% |
188,182
+12,473
| +7% | +$241K |
|
1615
American Vanguard Corp
AVD
$152M
| $3.63M | ﹤0.01% |
189,476
+2,625
| +1% | +$50.3K |
|
1616
UNIFI
UFI
$83M
| $3.63M | ﹤0.01% |
111,167
+1,925
| +2% | +$62.8K |
|
1617
Titan International
TWI
$546M
| $3.6M | ﹤0.01% |
321,103
+4,383
| +1% | +$49.1K |
|
|
NILE
1618
DELISTED
Blue Nile, Inc.
NILE
| $3.6M | ﹤0.01% |
88,488
+3,874
| +5% | +$157K |
|
1619
Biglari Holdings Class B
BH
$951M
| $3.51M | ﹤0.01% |
11,141
+152
| +1% | +$47.9K |
|
1620
Rithm Capital
RITM
$6.63B
| $3.44M | ﹤0.01% |
218,740
+88,188
| +68% | +$1.39M |
|
1621
Enanta Pharmaceuticals
ENTA
$178M
| $3.44M | ﹤0.01% |
102,525
+1,347
| +1% | +$45.1K |
|
1622
Vanda Pharmaceuticals
VNDA
$265M
| $3.43M | ﹤0.01% |
215,275
+10,426
| +5% | +$166K |
|
1623
Incyte
INCY
$16.8B
| $3.41M | ﹤0.01% |
34,039
-5,079
| -13% | -$509K |
|
|
MODV
1624
DELISTED
ModivCare
MODV
| $3.4M | ﹤0.01% |
89,336
-873
| -1% | -$33.2K |
|
|
LDR
1625
DELISTED
Landauer Inc
LDR
| $3.39M | ﹤0.01% |
70,504
+950
| +1% | +$45.7K |
|