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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EBIX
1626
DELISTED
Ebix Inc
EBIX
| $5.62M | ﹤0.01% |
184,974
-26,169
| -12% | -$796K |
|
|
AVTA
1627
DELISTED
Avantax, Inc. Common Stock
AVTA
| $5.62M | ﹤0.01% |
324,468
-7,912
| -2% | -$137K |
|
1628
Digi International
DGII
$1.35B
| $5.58M | ﹤0.01% |
227,182
-5,531
| -2% | -$136K |
|
1629
Hanmi Financial
HAFC
$756M
| $5.58M | ﹤0.01% |
235,470
-17,050
| -7% | -$404K |
|
|
CNR
1630
Core Natural Resources, Inc.
CNR
$3.72B
| $5.57M | ﹤0.01% |
245,335
+28,718
| +13% | +$652K |
|
1631
Century Aluminum
CENX
$2.29B
| $5.56M | ﹤0.01% |
335,831
-8,181
| -2% | -$135K |
|
1632
Uber
UBER
$197B
| $5.56M | ﹤0.01% |
132,552
-5,599
| -4% | -$235K |
|
1633
Camping World
CWH
$1.1B
| $5.55M | ﹤0.01% |
137,362
-38,896
| -22% | -$1.57M |
|
1634
Shoe Carnival
SCVL
$651M
| $5.53M | ﹤0.01% |
141,364
+21,175
| +18% | +$828K |
|
1635
Unitil
UTL
$832M
| $5.51M | ﹤0.01% |
119,795
-6,162
| -5% | -$283K |
|
1636
Perdoceo Education
PRDO
$2.26B
| $5.49M | ﹤0.01% |
467,091
-11,249
| -2% | -$132K |
|
1637
Suzano
SUZ
$11.8B
| $5.47M | ﹤0.01% |
506,692
-53,318
| -10% | -$576K |
|
1638
Golub Capital BDC
GBDC
$3.94B
| $5.43M | ﹤0.01% |
+351,529
| New | +$5.43M |
|
1639
Mercado Libre
MELI
$119B
| $5.43M | ﹤0.01% |
4,023
-103
| -2% | -$139K |
|
1640
Artivion
AORT
$2B
| $5.42M | ﹤0.01% |
266,393
-9,249
| -3% | -$188K |
|
1641
Inogen
INGN
$231M
| $5.38M | ﹤0.01% |
158,176
-7,722
| -5% | -$263K |
|
1642
Myers Industries
MYE
$612M
| $5.37M | ﹤0.01% |
268,387
-10,921
| -4% | -$219K |
|
1643
BJ's Restaurants
BJRI
$716M
| $5.36M | ﹤0.01% |
155,059
-3,724
| -2% | -$129K |
|
|
ABTX
1644
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $5.3M | ﹤0.01% |
125,617
-2,832
| -2% | -$120K |
|
1645
Douglas Elliman
DOUG
$240M
| $5.29M | ﹤0.01% |
+482,795
| New | +$5.29M |
|
1646
Central Pacific Financial
CPF
$834M
| $5.25M | ﹤0.01% |
186,464
-6,245
| -3% | -$176K |
|
1647
Heartland Express
HTLD
$671M
| $5.22M | ﹤0.01% |
310,169
-9,590
| -3% | -$161K |
|
1648
Booz Allen Hamilton
BAH
$12.8B
| $5.2M | ﹤0.01% |
61,322
-587
| -0.9% | -$49.8K |
|
1649
Petrobras
PBR
$81.6B
| $5.19M | ﹤0.01% |
472,979
-128,449
| -21% | -$1.41M |
|
|
AAN
1650
DELISTED
The Aaron's Company, Inc.
AAN
| $5.16M | ﹤0.01% |
209,483
-13,420
| -6% | -$331K |
|