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 |
S&P Global
SPGI
|
+$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
+$163M |
| 3 |
Entergy
ETR
|
+$126M |
| 4 |
Murphy Oil
MUR
|
+$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
+$325M |
| 2 |
Becton Dickinson
BDX
|
+$158M |
| 3 |
Crown Castle
CCI
|
+$148M |
| 4 |
TJX Companies
TJX
|
+$136M |
| 5 |
Public Service Enterprise Group
PEG
|
+$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
LivePerson
LPSN
$89.1M
| $2.27M | ﹤0.01% |
357,995
+20,459
| +6% | +$130K |
|
|
BBG
1627
DELISTED
Bill Barrett Corp
BBG
| $2.26M | ﹤0.01% |
354,094
+12,659
| +4% | +$80.9K |
|
|
NILE
1628
DELISTED
Blue Nile, Inc.
NILE
| $2.24M | ﹤0.01% |
81,690
+1,972
| +2% | +$54K |
|
1629
Myers Industries
MYE
$602M
| $2.22M | ﹤0.01% |
154,423
+1,487
| +1% | +$21.4K |
|
|
QHC
1630
DELISTED
Quorum Health Corporation
QHC
| $2.22M | ﹤0.01% |
+207,419
| New | +$2.22M |
|
1631
Expro
XPRO
$1.42B
| $2.21M | ﹤0.01% |
25,244
-1,311
| -5% | -$115K |
|
1632
Century Aluminum
CENX
$2.09B
| $2.21M | ﹤0.01% |
349,198
+9,429
| +3% | +$59.7K |
|
1633
Medifast
MED
$152M
| $2.2M | ﹤0.01% |
66,173
+2,227
| +3% | +$74.1K |
|
|
TUES
1634
DELISTED
Tuesday Morning Corp
TUES
| $2.2M | ﹤0.01% |
313,435
+9,475
| +3% | +$66.5K |
|
|
TESO
1635
DELISTED
Tesco Corp
TESO
| $2.18M | ﹤0.01% |
325,595
+56,482
| +21% | +$378K |
|
|
VRTV
1636
DELISTED
VERITIV CORPORATION
VRTV
| $2.16M | ﹤0.01% |
57,423
+1,028
| +2% | +$38.6K |
|
1637
Surmodics
SRDX
$459M
| $2.15M | ﹤0.01% |
91,696
+2,580
| +3% | +$60.6K |
|
1638
Artivion
AORT
$1.94B
| $2.14M | ﹤0.01% |
181,305
+6,794
| +4% | +$80.2K |
|
1639
Comtech Telecommunications
CMTL
$65.3M
| $2.12M | ﹤0.01% |
164,848
+53,309
| +48% | +$685K |
|
1640
Heidrick & Struggles
HSII
$1.02B
| $2.07M | ﹤0.01% |
122,708
+4,066
| +3% | +$68.6K |
|
1641
Park Aerospace
PKE
$377M
| $2.07M | ﹤0.01% |
142,390
+3,687
| +3% | +$53.6K |
|
1642
American Coastal Insurance
ACIC
$526M
| $2.07M | ﹤0.01% |
126,127
+3,813
| +3% | +$62.5K |
|
|
ARAV
1643
DELISTED
Aravive, Inc. Common Stock
ARAV
| $2.07M | ﹤0.01% |
31,118
-569
| -2% | -$37.8K |
|
1644
Enanta Pharmaceuticals
ENTA
$178M
| $2.06M | ﹤0.01% |
93,477
+2,652
| +3% | +$58.5K |
|
1645
Insmed
INSM
$30.8B
| $2.05M | ﹤0.01% |
207,373
-5,025
| -2% | -$49.6K |
|
|
MDVN
1646
DELISTED
MEDIVATION, INC.
MDVN
| $2.04M | ﹤0.01% |
33,846
+4,775
| +16% | +$288K |
|
|
TNGO
1647
DELISTED
Tangoe, Inc.
TNGO
| $2.04M | ﹤0.01% |
263,596
+7,053
| +3% | +$54.5K |
|
1648
Vera Bradley
VRA
$63.7M
| $2.03M | ﹤0.01% |
142,890
+2,435
| +2% | +$34.5K |
|
|
ICPT
1649
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $2M | ﹤0.01% |
14,033
+328
| +2% | +$46.8K |
|
|
LMOS
1650
DELISTED
Lumos Networks Corp
LMOS
| $1.98M | ﹤0.01% |
163,845
+6,528
| +4% | +$79K |
|