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 |
iShares MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Community Health Systems
CYH
$409M
| $3.67M | ﹤0.01% |
1,018,072
-10,318
| -1% | -$37.1K |
|
1602
Apple Hospitality REIT
APLE
$2.97B
| $3.66M | ﹤0.01% |
220,493
-38,947
| -15% | -$646K |
|
|
PS
1603
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $3.64M | ﹤0.01% |
216,781
-12,909
| -6% | -$217K |
|
1604
OraSure Technologies
OSUR
$238M
| $3.64M | ﹤0.01% |
486,844
-10,814
| -2% | -$80.8K |
|
|
PGNX
1605
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $3.58M | ﹤0.01% |
707,628
+4,436
| +0.6% | +$22.4K |
|
1606
Phibro Animal Health
PAHC
$1.67B
| $3.57M | ﹤0.01% |
167,574
-2,328
| -1% | -$49.7K |
|
|
GPOR
1607
DELISTED
Gulfport Energy Corp.
GPOR
| $3.55M | ﹤0.01% |
1,311,458
+8,160
| +0.6% | +$22.1K |
|
1608
National Presto Industries
NPK
$784M
| $3.54M | ﹤0.01% |
39,725
-666
| -2% | -$59.3K |
|
|
HAYN
1609
DELISTED
Haynes International, Inc.
HAYN
| $3.54M | ﹤0.01% |
98,694
-1,679
| -2% | -$60.2K |
|
1610
Civitas Resources
CIVI
$3.13B
| $3.51M | ﹤0.01% |
156,836
-3,287
| -2% | -$73.6K |
|
|
LCI
1611
DELISTED
Lannett Company, Inc.
LCI
| $3.5M | ﹤0.01% |
78,085
-1,615
| -2% | -$72.3K |
|
1612
Vital Energy
VTLE
$647M
| $3.47M | ﹤0.01% |
72,070
+9,747
| +16% | +$470K |
|
|
LBAI
1613
DELISTED
Lakeland Bancorp Inc
LBAI
| $3.46M | ﹤0.01% |
224,168
-1,383
| -0.6% | -$21.3K |
|
1614
Exact Sciences
EXAS
$10.4B
| $3.46M | ﹤0.01% |
38,259
-3,937
| -9% | -$356K |
|
|
LDL
1615
DELISTED
Lydall, Inc.
LDL
| $3.45M | ﹤0.01% |
138,304
-2,298
| -2% | -$57.2K |
|
|
PENG
1616
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.34B
| $3.44M | ﹤0.01% |
270,212
+11,848
| +5% | +$151K |
|
1617
SpartanNash
SPTN
$900M
| $3.44M | ﹤0.01% |
290,982
-4,665
| -2% | -$55.2K |
|
1618
REX American Resources
REX
$1.01B
| $3.43M | ﹤0.01% |
134,604
-3,336
| -2% | -$84.9K |
|
|
JAG
1619
DELISTED
Jagged Peak Energy Inc.
JAG
| $3.42M | ﹤0.01% |
+471,565
| New | +$3.42M |
|
1620
Owens & Minor
OMI
$423M
| $3.41M | ﹤0.01% |
587,106
-1,518
| -0.3% | -$8.82K |
|
|
VIVO
1621
DELISTED
Meridian Bioscience Inc
VIVO
| $3.41M | ﹤0.01% |
358,930
-3,119
| -0.9% | -$29.6K |
|
1622
Red Robin
RRGB
$111M
| $3.4M | ﹤0.01% |
102,283
-1,708
| -2% | -$56.8K |
|
1623
Acadia Pharmaceuticals
ACAD
$4.02B
| $3.38M | ﹤0.01% |
93,965
+8,378
| +10% | +$302K |
|
|
CNR
1624
Core Natural Resources, Inc.
CNR
$3.74B
| $3.38M | ﹤0.01% |
216,366
-6,379
| -3% | -$99.7K |
|
1625
Denali Therapeutics
DNLI
$2.14B
| $3.35M | ﹤0.01% |
218,763
-1,354
| -0.6% | -$20.7K |
|