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 | |
|---|---|---|---|---|---|---|
1651
Sonic Automotive
SAH
$2.77B
| $3.89M | ﹤0.01% |
188,588
+4,603
| +3% | +$94.8K |
|
1652
Matrix Service
MTRX
$339M
| $3.88M | ﹤0.01% |
211,317
+3,420
| +2% | +$62.8K |
|
|
ESND
1653
DELISTED
Essendant Inc.
ESND
| $3.88M | ﹤0.01% |
293,363
+4,352
| +2% | +$57.5K |
|
|
WSR
1654
Whitestone REIT
WSR
$656M
| $3.87M | ﹤0.01% |
310,028
+9,398
| +3% | +$117K |
|
1655
TTEC Holdings
TTEC
$179M
| $3.87M | ﹤0.01% |
111,946
-7,450
| -6% | -$257K |
|
1656
Anika Therapeutics
ANIK
$121M
| $3.81M | ﹤0.01% |
119,132
+1,547
| +1% | +$49.5K |
|
1657
iShares Russell 2000 Value ETF
IWN
$11.8B
| $3.73M | ﹤0.01% |
28,243
-15,154
| -35% | -$2M |
|
|
BFX
1658
DELISTED
BowFlex Inc.
BFX
| $3.72M | ﹤0.01% |
236,953
+1,591
| +0.7% | +$25K |
|
1659
QuinStreet
QNST
$912M
| $3.7M | ﹤0.01% |
291,119
+10,006
| +4% | +$127K |
|
1660
Universal Electronics
UEIC
$62.8M
| $3.64M | ﹤0.01% |
110,051
+398
| +0.4% | +$13.2K |
|
1661
REX American Resources
REX
$1.01B
| $3.61M | ﹤0.01% |
133,683
-402
| -0.3% | -$10.9K |
|
1662
Zumiez
ZUMZ
$356M
| $3.6M | ﹤0.01% |
143,864
+4,519
| +3% | +$113K |
|
1663
Energy Recovery
ERII
$776M
| $3.6M | ﹤0.01% |
445,258
+21,358
| +5% | +$173K |
|
1664
Lantheus
LNTH
$3.57B
| $3.59M | ﹤0.01% |
246,589
+1,186
| +0.5% | +$17.3K |
|
|
HAYN
1665
DELISTED
Haynes International, Inc.
HAYN
| $3.58M | ﹤0.01% |
97,537
+1,572
| +2% | +$57.8K |
|
1666
Par Pacific Holdings
PARR
$1.69B
| $3.58M | ﹤0.01% |
206,018
-1,931
| -0.9% | -$33.6K |
|
|
SWCH
1667
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $3.58M | ﹤0.01% |
294,147
+20,803
| +8% | +$253K |
|
|
BRS
1668
DELISTED
Bristow Group, Inc.
BRS
| $3.55M | ﹤0.01% |
251,867
+5,112
| +2% | +$72.1K |
|
|
FSB
1669
DELISTED
Franklin Financial Network, Inc.
FSB
| $3.54M | ﹤0.01% |
+94,065
| New | +$3.54M |
|
1670
Insmed
INSM
$30.8B
| $3.53M | ﹤0.01% |
149,274
-6,387
| -4% | -$151K |
|
1671
Central Garden & Pet
CENT
$2.28B
| $3.52M | ﹤0.01% |
101,231
+1,498
| +2% | +$52.1K |
|
1672
NXP Semiconductors
NXPI
$55.3B
| $3.52M | ﹤0.01% |
32,217
-9,850
| -23% | -$1.08M |
|
|
VRTV
1673
DELISTED
VERITIV CORPORATION
VRTV
| $3.49M | ﹤0.01% |
87,610
+2,236
| +3% | +$89.1K |
|
|
AQ
1674
DELISTED
Aquantia Corp. Common Stock
AQ
| $3.48M | ﹤0.01% |
300,500
+2,500
| +0.8% | +$29K |
|
|
SAGE
1675
DELISTED
Sage Therapeutics
SAGE
| $3.46M | ﹤0.01% |
22,097
+9,691
| +78% | +$1.52M |
|