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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VRS
1626
DELISTED
Verso Corporation
VRS
| $2.68M | ﹤0.01% |
+416,199
| New | +$2.68M |
|
|
AMRI
1627
DELISTED
Albany Molecular Research Inc
AMRI
| $2.68M | ﹤0.01% |
162,308
-28,631
| -15% | -$473K |
|
1628
STAAR Surgical
STAA
$1.37B
| $2.67M | ﹤0.01% |
283,950
+21,320
| +8% | +$200K |
|
1629
Spok Holdings
SPOK
$356M
| $2.67M | ﹤0.01% |
149,649
+3,644
| +2% | +$64.9K |
|
1630
Barnes & Noble Education
BNED
$288M
| $2.66M | ﹤0.01% |
2,781
+31
| +1% | +$29.7K |
|
1631
ICICI Bank
IBN
$113B
| $2.66M | ﹤0.01% |
+391,733
| New | +$2.66M |
|
1632
DXP Enterprises
DXPE
$1.79B
| $2.63M | ﹤0.01% |
93,382
+4,026
| +5% | +$113K |
|
1633
Coty
COTY
$3.51B
| $2.62M | ﹤0.01% |
+111,388
| New | +$2.62M |
|
1634
Liberty Latin America Class A
LILA
$1.51B
| $2.61M | ﹤0.01% |
100,418
-146,012
| -59% | -$3.8M |
|
|
WP
1635
DELISTED
Worldpay, Inc.
WP
| $2.6M | ﹤0.01% |
46,294
-1,985
| -4% | -$112K |
|
|
IVC
1636
DELISTED
Invacare Corporation
IVC
| $2.6M | ﹤0.01% |
232,934
+19,918
| +9% | +$222K |
|
|
FTD
1637
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $2.57M | ﹤0.01% |
124,752
-60
| -0% | -$1.23K |
|
|
ICPT
1638
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $2.55M | ﹤0.01% |
15,491
+1,458
| +10% | +$240K |
|
1639
Powell Industries
POWL
$3.34B
| $2.5M | ﹤0.01% |
62,428
+87
| +0.1% | +$3.48K |
|
1640
Century Aluminum
CENX
$2.09B
| $2.5M | ﹤0.01% |
359,082
+9,884
| +3% | +$68.7K |
|
1641
Heidrick & Struggles
HSII
$1.02B
| $2.49M | ﹤0.01% |
134,434
+11,726
| +10% | +$218K |
|
1642
Tootsie Roll Industries
TR
$2.88B
| $2.47M | ﹤0.01% |
87,060
+2,066
| +2% | +$58.6K |
|
|
SPPI
1643
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $2.45M | ﹤0.01% |
523,950
+83,970
| +19% | +$392K |
|
|
BBG
1644
DELISTED
Bill Barrett Corp
BBG
| $2.42M | ﹤0.01% |
435,593
+81,499
| +23% | +$453K |
|
|
CLD
1645
DELISTED
Cloud Peak Energy Inc
CLD
| $2.41M | ﹤0.01% |
443,639
+12,540
| +3% | +$68.2K |
|
|
AFAM
1646
DELISTED
Almost Family Inc
AFAM
| $2.41M | ﹤0.01% |
65,608
+3,909
| +6% | +$144K |
|
1647
Movado Group
MOV
$426M
| $2.41M | ﹤0.01% |
111,994
-4,275
| -4% | -$91.8K |
|
1648
Park Aerospace
PKE
$377M
| $2.39M | ﹤0.01% |
137,610
-4,780
| -3% | -$83K |
|
|
MWW
1649
DELISTED
Monster Worldwide Inc
MWW
| $2.38M | ﹤0.01% |
659,680
+17,546
| +3% | +$63.3K |
|
|
LMOS
1650
DELISTED
Lumos Networks Corp
LMOS
| $2.38M | ﹤0.01% |
169,760
+5,915
| +4% | +$82.8K |
|