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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
AngioDynamics
ANGO
$443M
| $2.12M | ﹤0.01% |
174,319
+8,640
| +5% | +$105K |
|
1627
OFG Bancorp
OFG
$1.97B
| $2.11M | ﹤0.01% |
288,738
+12,707
| +5% | +$93K |
|
1628
Metallus
MTUS
$705M
| $2.1M | ﹤0.01% |
250,150
+9,241
| +4% | +$77.4K |
|
|
HOS
1629
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $2.09M | ﹤0.01% |
210,641
+9,326
| +5% | +$92.7K |
|
|
AFAM
1630
DELISTED
Almost Family Inc
AFAM
| $2.09M | ﹤0.01% |
54,678
+2,407
| +5% | +$92K |
|
|
LDR
1631
DELISTED
Landauer Inc
LDR
| $2.08M | ﹤0.01% |
63,122
+2,776
| +5% | +$91.4K |
|
1632
HCI Group
HCI
$2.32B
| $2.07M | ﹤0.01% |
59,498
+2,661
| +5% | +$92.8K |
|
1633
REX American Resources
REX
$1B
| $2.07M | ﹤0.01% |
115,083
+4,911
| +4% | +$88.5K |
|
|
DATA
1634
DELISTED
Tableau Software, Inc.
DATA
| $2.07M | ﹤0.01% |
22,007
-86
| -0.4% | -$8.11K |
|
1635
World Acceptance Corp
WRLD
$915M
| $2.07M | ﹤0.01% |
55,769
+2,126
| +4% | +$78.9K |
|
|
TNGO
1636
DELISTED
Tangoe, Inc.
TNGO
| $2.07M | ﹤0.01% |
246,556
+11,896
| +5% | +$99.8K |
|
1637
Atlassian
TEAM
$46.6B
| $2.06M | ﹤0.01% |
+68,582
| New | +$2.06M |
|
|
ICPT
1638
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $2.05M | ﹤0.01% |
13,734
-4
| -0% | -$598 |
|
1639
SiriusXM
SIRI
$7.99B
| $2.05M | ﹤0.01% |
50,388
+1,492
| +3% | +$60.7K |
|
1640
Future Fuel
FF
$173M
| $2.05M | ﹤0.01% |
151,553
+7,268
| +5% | +$98.1K |
|
|
DO
1641
DELISTED
Diamond Offshore Drilling
DO
| $2.04M | ﹤0.01% |
96,790
+2,591
| +3% | +$54.7K |
|
|
APIC
1642
DELISTED
Apigee Corporation Common Stock
APIC
| $2.02M | ﹤0.01% |
252,038
| – | – |
|
1643
American Coastal Insurance
ACIC
$532M
| $2.01M | ﹤0.01% |
117,609
+5,172
| +5% | +$88.4K |
|
1644
Park Aerospace
PKE
$383M
| $2.01M | ﹤0.01% |
133,305
+5,005
| +4% | +$75.4K |
|
1645
Cohu
COHU
$997M
| $2M | ﹤0.01% |
165,432
+8,169
| +5% | +$98.6K |
|
1646
American Public Education
APEI
$612M
| $1.99M | ﹤0.01% |
107,062
+2,774
| +3% | +$51.6K |
|
1647
Zumiez
ZUMZ
$362M
| $1.99M | ﹤0.01% |
131,631
+5,778
| +5% | +$87.4K |
|
1648
iShares Select U.S. REIT ETF
ICF
$1.93B
| $1.98M | ﹤0.01% |
+39,860
| New | +$1.98M |
|
|
WP
1649
DELISTED
Worldpay, Inc.
WP
| $1.96M | ﹤0.01% |
41,386
+2,293
| +6% | +$109K |
|
1650
Myers Industries
MYE
$606M
| $1.96M | ﹤0.01% |
146,991
+2,467
| +2% | +$32.9K |
|