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 |
Alibaba
BABA
|
+$205M |
| 2 |
Boston Properties
BXP
|
+$179M |
| 3 |
Domino's
DPZ
|
+$178M |
| 4 |
VICI Properties
VICI
|
+$124M |
| 5 |
Vail Resorts
MTN
|
+$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
+$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$124M |
| 3 |
SBA Communications
SBAC
|
+$118M |
| 4 |
Steris
STE
|
+$116M |
| 5 |
Equinix
EQIX
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Vital Energy
VTLE
$650M
| $3.83M | ﹤0.01% |
61,971
-746
| -1% | -$46.1K |
|
|
JCP
1627
DELISTED
J.C. Penney Company, Inc.
JCP
| $3.83M | ﹤0.01% |
2,569,011
+8,401
| +0.3% | +$12.5K |
|
1628
American Vanguard Corp
AVD
$159M
| $3.82M | ﹤0.01% |
221,776
-2,239
| -1% | -$38.6K |
|
1629
Ethan Allen Interiors
ETD
$742M
| $3.8M | ﹤0.01% |
198,641
-1,963
| -1% | -$37.6K |
|
|
OPB
1630
DELISTED
Opus Bank Common Stock
OPB
| $3.78M | ﹤0.01% |
190,993
-2,122
| -1% | -$42K |
|
1631
REX American Resources
REX
$1.01B
| $3.74M | ﹤0.01% |
139,347
-1,422
| -1% | -$38.2K |
|
|
VSTO
1632
DELISTED
Vista Outdoor Inc.
VSTO
| $3.71M | ﹤0.01% |
462,793
-4,661
| -1% | -$37.3K |
|
1633
Las Vegas Sands
LVS
$36.8B
| $3.69M | ﹤0.01% |
60,460
-177,247
| -75% | -$10.8M |
|
|
AMAG
1634
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $3.66M | ﹤0.01% |
284,051
-1,281
| -0.4% | -$16.5K |
|
1635
Energy Recovery
ERII
$762M
| $3.62M | ﹤0.01% |
414,351
-8,484
| -2% | -$74.1K |
|
1636
BioMarin Pharmaceuticals
BMRN
$10.5B
| $3.59M | ﹤0.01% |
40,387
+2,880
| +8% | +$256K |
|
|
PES
1637
DELISTED
Pioneer Energy Services Corp.
PES
| $3.57M | ﹤0.01% |
2,019,263
-36,939
| -2% | -$65.4K |
|
1638
Cytokinetics
CYTK
$6.24B
| $3.56M | ﹤0.01% |
439,649
-4,529
| -1% | -$36.6K |
|
1639
Community Health Systems
CYH
$412M
| $3.55M | ﹤0.01% |
950,803
-9,570
| -1% | -$35.7K |
|
1640
Century Aluminum
CENX
$2.38B
| $3.52M | ﹤0.01% |
396,470
-1,942
| -0.5% | -$17.2K |
|
1641
MarineMax
HZO
$565M
| $3.52M | ﹤0.01% |
183,514
-2,045
| -1% | -$39.2K |
|
|
TLRD
1642
DELISTED
Tailored Brands, Inc.
TLRD
| $3.46M | ﹤0.01% |
440,741
-2,832
| -0.6% | -$22.2K |
|
1643
Anika Therapeutics
ANIK
$123M
| $3.45M | ﹤0.01% |
114,197
-1,178
| -1% | -$35.6K |
|
1644
Metallus
MTUS
$699M
| $3.43M | ﹤0.01% |
315,575
-2,947
| -0.9% | -$32K |
|
1645
Civitas Resources
CIVI
$3.06B
| $3.41M | ﹤0.01% |
150,340
-1,438
| -0.9% | -$32.6K |
|
|
HIBB
1646
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $3.4M | ﹤0.01% |
149,048
-3,441
| -2% | -$78.5K |
|
1647
Tredegar Corp
TG
$279M
| $3.4M | ﹤0.01% |
210,349
-2,140
| -1% | -$34.5K |
|
|
WW
1648
DELISTED
WW International
WW
| $3.38M | ﹤0.01% |
167,930
+451
| +0.3% | +$9.09K |
|
1649
Haverty Furniture Companies
HVT
$374M
| $3.34M | ﹤0.01% |
152,495
-1,574
| -1% | -$34.4K |
|
|
LDL
1650
DELISTED
Lydall, Inc.
LDL
| $3.31M | ﹤0.01% |
140,996
-324
| -0.2% | -$7.6K |
|