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 | |
|---|---|---|---|---|---|---|
1651
NXP Semiconductors
NXPI
$55.3B
| $2.33M | ﹤0.01% |
22,850
-12,636
| -36% | -$1.29M |
|
|
BKMU
1652
DELISTED
Bank Mutual Corp
BKMU
| $2.33M | ﹤0.01% |
303,443
+5,345
| +2% | +$41K |
|
1653
American Public Education
APEI
$596M
| $2.32M | ﹤0.01% |
116,993
+3,292
| +3% | +$65.2K |
|
|
FRED
1654
DELISTED
Fred's Inc
FRED
| $2.3M | ﹤0.01% |
253,587
+7,212
| +3% | +$65.3K |
|
1655
Zumiez
ZUMZ
$356M
| $2.29M | ﹤0.01% |
127,392
-5,366
| -4% | -$96.6K |
|
1656
FibroGen
FGEN
$46.5M
| $2.27M | ﹤0.01% |
4,394
+468
| +12% | +$242K |
|
|
ARAV
1657
DELISTED
Aravive, Inc. Common Stock
ARAV
| $2.27M | ﹤0.01% |
30,917
-201
| -0.6% | -$14.8K |
|
1658
Forestar Group
FOR
$1.4B
| $2.25M | ﹤0.01% |
192,174
-46,396
| -19% | -$543K |
|
1659
Celanese
CE
$4.84B
| $2.19M | ﹤0.01% |
32,831
+2,717
| +9% | +$181K |
|
1660
American Coastal Insurance
ACIC
$526M
| $2.18M | ﹤0.01% |
128,402
+2,275
| +2% | +$38.6K |
|
1661
Comtech Telecommunications
CMTL
$65.3M
| $2.16M | ﹤0.01% |
168,684
+3,836
| +2% | +$49.1K |
|
1662
Digi International
DGII
$1.27B
| $2.16M | ﹤0.01% |
189,274
+5,771
| +3% | +$65.8K |
|
1663
Vera Bradley
VRA
$63.7M
| $2.14M | ﹤0.01% |
141,466
-1,424
| -1% | -$21.6K |
|
1664
Cohu
COHU
$976M
| $2.13M | ﹤0.01% |
181,546
+1,742
| +1% | +$20.4K |
|
1665
World Acceptance Corp
WRLD
$904M
| $2.12M | ﹤0.01% |
43,242
-15,672
| -27% | -$769K |
|
1666
Healthcare Realty
HR
$6.44B
| $2.12M | ﹤0.01% |
64,963
-43,801
| -40% | -$1.43M |
|
1667
Middleby
MIDD
$6.99B
| $2.09M | ﹤0.01% |
16,938
+4,140
| +32% | +$512K |
|
1668
TruBridge
TBRG
$299M
| $2.07M | ﹤0.01% |
79,475
+4,203
| +6% | +$110K |
|
1669
Myers Industries
MYE
$602M
| $2.05M | ﹤0.01% |
158,079
+3,656
| +2% | +$47.5K |
|
1670
Monarch Casino & Resort
MCRI
$1.87B
| $2.01M | ﹤0.01% |
79,825
+2,531
| +3% | +$63.7K |
|
1671
Teladoc Health
TDOC
$1.32B
| $2.01M | ﹤0.01% |
109,615
+8,327
| +8% | +$153K |
|
1672
Workday
WDAY
$60.5B
| $2M | ﹤0.01% |
21,821
-72
| -0.3% | -$6.6K |
|
|
CBPO
1673
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $1.99M | ﹤0.01% |
15,984
-267,218
| -94% | -$33.3M |
|
|
ONCE
1674
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $1.97M | ﹤0.01% |
32,770
+13,250
| +68% | +$796K |
|
1675
El Pollo Loco
LOCO
$303M
| $1.96M | ﹤0.01% |
+155,655
| New | +$1.96M |
|