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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Arlo Technologies
ARLO
$1.81B
| $6.04M | ﹤0.01% |
575,271
-7,744
| -1% | -$81.2K |
|
|
SPWR
1602
DELISTED
SunPower Corporation Common Stock
SPWR
| $6.03M | ﹤0.01% |
288,861
+274,116
| +1,859% | +$5.72M |
|
1603
PubMatic
PUBM
$390M
| $6.02M | ﹤0.01% |
+176,869
| New | +$6.02M |
|
1604
Designer Brands
DBI
$224M
| $5.95M | ﹤0.01% |
418,783
-11,484
| -3% | -$163K |
|
|
QVCGA
1605
QVC Group, Inc. Series A Common Stock
QVCGA
$87.4M
| $5.93M | ﹤0.01% |
15,601
+12,604
| +421% | +$4.79M |
|
1606
Northfield Bancorp
NFBK
$501M
| $5.91M | ﹤0.01% |
365,449
+10,981
| +3% | +$177K |
|
|
NP
1607
DELISTED
Neenah, Inc. Common Stock
NP
| $5.89M | ﹤0.01% |
127,274
-8,090
| -6% | -$374K |
|
|
ARR
1608
Armour Residential REIT
ARR
$1.72B
| $5.86M | ﹤0.01% |
119,482
+6,173
| +5% | +$303K |
|
|
PRSU
1609
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.06B
| $5.85M | ﹤0.01% |
136,709
-3,078
| -2% | -$132K |
|
1610
Invesco Mortgage Capital
IVR
$506M
| $5.84M | ﹤0.01% |
210,149
+10,246
| +5% | +$285K |
|
|
NTUS
1611
DELISTED
Natus Medical Inc
NTUS
| $5.84M | ﹤0.01% |
245,957
-21,610
| -8% | -$513K |
|
1612
Insteel Industries
IIIN
$767M
| $5.83M | ﹤0.01% |
146,544
-1,862
| -1% | -$74.1K |
|
1613
Simulations Plus
SLP
$289M
| $5.82M | ﹤0.01% |
123,094
-13,393
| -10% | -$633K |
|
1614
John B. Sanfilippo & Son
JBSS
$745M
| $5.82M | ﹤0.01% |
64,512
+3,959
| +7% | +$357K |
|
|
VEDL
1615
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $5.8M | ﹤0.01% |
315,727
-80,295
| -20% | -$1.47M |
|
|
CUTR
1616
DELISTED
Cutera, Inc.
CUTR
| $5.8M | ﹤0.01% |
140,238
+28,856
| +26% | +$1.19M |
|
1617
Agilysys
AGYS
$3.06B
| $5.76M | ﹤0.01% |
129,465
-6,835
| -5% | -$304K |
|
|
PLRG
1618
DELISTED
Principal U.S. Large-Cap Adaptive Multi-Factor ETF
PLRG
| $5.75M | ﹤0.01% |
198,571
| – | – |
|
1619
Vital Energy
VTLE
$649M
| $5.74M | ﹤0.01% |
95,473
+3,401
| +4% | +$205K |
|
1620
Heritage Financial
HFWA
$845M
| $5.73M | ﹤0.01% |
234,478
-10,965
| -4% | -$268K |
|
1621
Vale
VALE
$45.4B
| $5.72M | ﹤0.01% |
407,974
+66,111
| +19% | +$927K |
|
|
WW
1622
DELISTED
WW International
WW
| $5.71M | ﹤0.01% |
354,085
-8,168
| -2% | -$132K |
|
1623
Dillards
DDS
$9.15B
| $5.7M | ﹤0.01% |
23,247
-9,623
| -29% | -$2.36M |
|
1624
NETGEAR
NTGR
$842M
| $5.69M | ﹤0.01% |
194,889
-96,063
| -33% | -$2.81M |
|
1625
Xometry
XMTR
$2.57B
| $5.68M | ﹤0.01% |
110,780
-49,228
| -31% | -$2.52M |
|