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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
ATN International
ATNI
$235M
| $4.47M | ﹤0.01% |
84,676
+1,136
| +1% | +$59.9K |
|
1627
Regis Corp
RGS
$66.7M
| $4.46M | ﹤0.01% |
13,476
+54
| +0.4% | +$17.9K |
|
|
CTRL
1628
DELISTED
Control4 Corporation
CTRL
| $4.46M | ﹤0.01% |
183,359
+406
| +0.2% | +$9.87K |
|
1629
TETRA Technologies
TTI
$640M
| $4.44M | ﹤0.01% |
998,447
+19,559
| +2% | +$87K |
|
|
OPB
1630
DELISTED
Opus Bank Common Stock
OPB
| $4.43M | ﹤0.01% |
154,510
+22,376
| +17% | +$642K |
|
1631
Autohome
ATHM
$3.4B
| $4.42M | ﹤0.01% |
43,790
+22,993
| +111% | +$2.32M |
|
1632
Cato Corp
CATO
$89.6M
| $4.42M | ﹤0.01% |
179,558
+1,143
| +0.6% | +$28.1K |
|
|
LION
1633
DELISTED
Fidelity Southern Corporation
LION
| $4.39M | ﹤0.01% |
172,720
+3,232
| +2% | +$82.1K |
|
1634
Photronics
PLAB
$1.3B
| $4.34M | ﹤0.01% |
544,401
+12,698
| +2% | +$101K |
|
1635
LeMaitre Vascular
LMAT
$2.1B
| $4.31M | ﹤0.01% |
128,743
+5,935
| +5% | +$199K |
|
1636
Amphastar Pharmaceuticals
AMPH
$1.32B
| $4.27M | ﹤0.01% |
279,627
+6,199
| +2% | +$94.6K |
|
|
EGL
1637
DELISTED
Engility Holdings, Inc.
EGL
| $4.23M | ﹤0.01% |
138,196
+2,903
| +2% | +$88.9K |
|
1638
CorVel
CRVL
$4.39B
| $4.23M | ﹤0.01% |
235,140
+2,595
| +1% | +$46.7K |
|
|
PS
1639
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $4.23M | ﹤0.01% |
+173,097
| New | +$4.23M |
|
1640
UNIFI
UFI
$83M
| $4.21M | ﹤0.01% |
132,849
+2,415
| +2% | +$76.6K |
|
1641
Titan International
TWI
$546M
| $4.15M | ﹤0.01% |
386,828
+6,323
| +2% | +$67.9K |
|
1642
Myers Industries
MYE
$602M
| $4.13M | ﹤0.01% |
215,168
+46,028
| +27% | +$884K |
|
|
KG
1643
Kestrel Group, Ltd.
KG
$199M
| $4.12M | ﹤0.01% |
26,549
-41
| -0.2% | -$6.36K |
|
|
CLVS
1644
DELISTED
Clovis Oncology, Inc.
CLVS
| $4.11M | ﹤0.01% |
90,270
+25,833
| +40% | +$1.17M |
|
1645
Monarch Casino & Resort
MCRI
$1.87B
| $4.08M | ﹤0.01% |
92,576
+3,584
| +4% | +$158K |
|
|
LKSD
1646
DELISTED
LSC Communications, Inc.
LKSD
| $4.07M | ﹤0.01% |
260,068
-7,365
| -3% | -$115K |
|
|
CHUY
1647
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $4.05M | ﹤0.01% |
131,863
+2,219
| +2% | +$68.1K |
|
|
CHCT
1648
Community Healthcare Trust
CHCT
$440M
| $4.02M | ﹤0.01% |
134,551
+2,170
| +2% | +$64.8K |
|
1649
BioMarin Pharmaceuticals
BMRN
$10.5B
| $3.99M | ﹤0.01% |
42,298
+2,558
| +6% | +$241K |
|
1650
Resources Connection
RGP
$167M
| $3.93M | ﹤0.01% |
232,511
+4,736
| +2% | +$80K |
|