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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ASNA
1601
DELISTED
Ascena Retail Group, Inc.
ASNA
| $3.59M | ﹤0.01% |
71,578
+723
| +1% | +$36.3K |
|
1602
Ecopetrol
EC
$19B
| $3.58M | ﹤0.01% |
225,695
-83,559
| -27% | -$1.33M |
|
1603
Team
TISI
$81.4M
| $3.58M | ﹤0.01% |
24,415
+174
| +0.7% | +$25.5K |
|
1604
Vanguard S&P 500 ETF
VOO
$740B
| $3.54M | ﹤0.01% |
+15,398
| New | +$3.54M |
|
1605
Ethan Allen Interiors
ETD
$753M
| $3.53M | ﹤0.01% |
200,604
+1,394
| +0.7% | +$24.5K |
|
|
MAGN
1606
Magnera Corporation
MAGN
$414M
| $3.47M | ﹤0.01% |
27,342
+151
| +0.6% | +$19.2K |
|
1607
Resources Connection
RGP
$170M
| $3.46M | ﹤0.01% |
243,681
+109
| +0% | +$1.55K |
|
|
GHL
1608
DELISTED
Greenhill & Co., Inc.
GHL
| $3.45M | ﹤0.01% |
141,516
-13,360
| -9% | -$326K |
|
|
CIR
1609
DELISTED
CIRCOR International, Inc
CIR
| $3.43M | ﹤0.01% |
161,106
+935
| +0.6% | +$19.9K |
|
1610
Par Pacific Holdings
PARR
$1.71B
| $3.43M | ﹤0.01% |
241,789
+6,491
| +3% | +$92.1K |
|
|
PLAN
1611
DELISTED
Anaplan, Inc.
PLAN
| $3.42M | ﹤0.01% |
+128,935
| New | +$3.42M |
|
1612
Owens & Minor
OMI
$423M
| $3.41M | ﹤0.01% |
538,360
-29,139
| -5% | -$184K |
|
|
PMOM
1613
DELISTED
Principal Sustainable Momentum Index ETF
PMOM
| $3.41M | ﹤0.01% |
140,717
+20,812
| +17% | +$504K |
|
1614
American Vanguard Corp
AVD
$159M
| $3.4M | ﹤0.01% |
224,015
+2,481
| +1% | +$37.7K |
|
1615
MarineMax
HZO
$573M
| $3.4M | ﹤0.01% |
185,559
+3,823
| +2% | +$70K |
|
1616
Bright Horizons
BFAM
$6.49B
| $3.4M | ﹤0.01% |
30,485
+18,414
| +153% | +$2.05M |
|
1617
Tredegar Corp
TG
$278M
| $3.37M | ﹤0.01% |
212,489
+6,126
| +3% | +$97.2K |
|
|
ESND
1618
DELISTED
Essendant Inc.
ESND
| $3.35M | ﹤0.01% |
266,353
+1,452
| +0.5% | +$18.3K |
|
1619
nLIGHT
LASR
$1.46B
| $3.34M | ﹤0.01% |
187,700
-39,895
| -18% | -$709K |
|
1620
Future Fuel
FF
$172M
| $3.32M | ﹤0.01% |
209,528
+1,144
| +0.5% | +$18.1K |
|
1621
Harmonic Inc
HLIT
$1.15B
| $3.32M | ﹤0.01% |
703,869
-1,136
| -0.2% | -$5.36K |
|
1622
OneSpan
OSPN
$591M
| $3.3M | ﹤0.01% |
254,922
+1,581
| +0.6% | +$20.5K |
|
|
LBAI
1623
DELISTED
Lakeland Bancorp Inc
LBAI
| $3.29M | ﹤0.01% |
221,794
-1,724
| -0.8% | -$25.5K |
|
|
BKS
1624
DELISTED
Barnes & Noble
BKS
| $3.29M | ﹤0.01% |
463,351
+3,485
| +0.8% | +$24.7K |
|
1625
Ezcorp Inc
EZPW
$1.03B
| $3.27M | ﹤0.01% |
422,647
+5,239
| +1% | +$40.5K |
|