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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $3.26M | ﹤0.01% |
+105,554
| New | +$3.26M |
|
1627
Clearwater Paper
CLW
$351M
| $3.26M | ﹤0.01% |
133,640
+728
| +0.5% | +$17.7K |
|
1628
Natera
NTRA
$23.9B
| $3.26M | ﹤0.01% |
233,205
+87,750
| +60% | +$1.22M |
|
1629
TTEC Holdings
TTEC
$179M
| $3.26M | ﹤0.01% |
113,943
+1,451
| +1% | +$41.5K |
|
1630
Zumiez
ZUMZ
$362M
| $3.24M | ﹤0.01% |
169,156
+15,762
| +10% | +$302K |
|
1631
LeMaitre Vascular
LMAT
$2.13B
| $3.23M | ﹤0.01% |
136,687
-402
| -0.3% | -$9.5K |
|
1632
IAC Inc
IAC
$2.95B
| $3.23M | ﹤0.01% |
98,602
-10,374
| -10% | -$339K |
|
1633
HCI Group
HCI
$2.36B
| $3.22M | ﹤0.01% |
63,313
+4,091
| +7% | +$208K |
|
1634
Hawkins
HWKN
$3.69B
| $3.21M | ﹤0.01% |
156,670
+986
| +0.6% | +$20.2K |
|
1635
REX American Resources
REX
$1.02B
| $3.2M | ﹤0.01% |
140,769
+1,350
| +1% | +$30.7K |
|
1636
BioMarin Pharmaceuticals
BMRN
$10.7B
| $3.19M | ﹤0.01% |
37,507
-6,509
| -15% | -$554K |
|
|
CBB
1637
DELISTED
Cincinnati Bell Inc.
CBB
| $3.17M | ﹤0.01% |
407,282
+2,295
| +0.6% | +$17.9K |
|
|
PEI
1638
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $3.15M | ﹤0.01% |
35,385
+139
| +0.4% | +$12.4K |
|
1639
Civitas Resources
CIVI
$3.04B
| $3.14M | ﹤0.01% |
151,778
+849
| +0.6% | +$17.5K |
|
1640
Shoe Carnival
SCVL
$651M
| $3.09M | ﹤0.01% |
184,154
+14,174
| +8% | +$238K |
|
|
EXPR
1641
DELISTED
Express, Inc.
EXPR
| $3.04M | ﹤0.01% |
29,788
-299
| -1% | -$30.6K |
|
|
SAVE
1642
DELISTED
Spirit Airlines, Inc.
SAVE
| $3.04M | ﹤0.01% |
52,413
+45,993
| +716% | +$2.66M |
|
1643
ANI Pharmaceuticals
ANIP
$2.14B
| $3.03M | ﹤0.01% |
67,326
+529
| +0.8% | +$23.8K |
|
1644
Ichor Holdings
ICHR
$589M
| $3.02M | ﹤0.01% |
185,536
-55,633
| -23% | -$907K |
|
|
PGNX
1645
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $2.98M | ﹤0.01% |
709,721
+8,257
| +1% | +$34.7K |
|
1646
Tandem Diabetes Care
TNDM
$864M
| $2.97M | ﹤0.01% |
78,174
+71,724
| +1,112% | +$2.72M |
|
|
FRGI
1647
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $2.95M | ﹤0.01% |
190,310
+976
| +0.5% | +$15.1K |
|
1648
Central Garden & Pet
CENT
$2.3B
| $2.92M | ﹤0.01% |
105,966
+1,228
| +1% | +$33.8K |
|
1649
Tenable Holdings
TENB
$3.7B
| $2.91M | ﹤0.01% |
131,281
-12,098
| -8% | -$269K |
|
1650
Century Aluminum
CENX
$2.29B
| $2.91M | ﹤0.01% |
398,412
+2,312
| +0.6% | +$16.9K |
|