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 | |
|---|---|---|---|---|---|---|
1651
Sabesp
SBS
$16.1B
| $2.91M | ﹤0.01% |
359,949
+26,789
| +8% | +$216K |
|
1652
American Coastal Insurance
ACIC
$533M
| $2.9M | ﹤0.01% |
174,488
+1,610
| +0.9% | +$26.8K |
|
1653
Haverty Furniture Companies
HVT
$384M
| $2.89M | ﹤0.01% |
154,069
-976
| -0.6% | -$18.3K |
|
1654
Veeco
VECO
$1.55B
| $2.88M | ﹤0.01% |
388,015
-5,940
| -2% | -$44K |
|
|
LDL
1655
DELISTED
Lydall, Inc.
LDL
| $2.87M | ﹤0.01% |
141,320
+988
| +0.7% | +$20.1K |
|
1656
Griffon
GFF
$3.73B
| $2.87M | ﹤0.01% |
274,404
+1,853
| +0.7% | +$19.4K |
|
|
DF
1657
DELISTED
Dean Foods Company
DF
| $2.87M | ﹤0.01% |
752,525
+3,566
| +0.5% | +$13.6K |
|
|
WAAS
1658
DELISTED
AquaVenture Holdings Limited
WAAS
| $2.85M | ﹤0.01% |
151,019
+6,619
| +5% | +$125K |
|
1659
Energy Recovery
ERII
$774M
| $2.85M | ﹤0.01% |
422,835
-22,930
| -5% | -$154K |
|
1660
Koppers
KOP
$556M
| $2.84M | ﹤0.01% |
166,498
-4,493
| -3% | -$76.6K |
|
1661
Universal Electronics
UEIC
$63M
| $2.83M | ﹤0.01% |
112,087
+410
| +0.4% | +$10.4K |
|
1662
Park Aerospace
PKE
$382M
| $2.83M | ﹤0.01% |
156,390
+1,098
| +0.7% | +$19.8K |
|
1663
Red Robin
RRGB
$119M
| $2.82M | ﹤0.01% |
105,365
+421
| +0.4% | +$11.2K |
|
1664
Cytokinetics
CYTK
$6.24B
| $2.81M | ﹤0.01% |
444,178
-5,089
| -1% | -$32.2K |
|
1665
Metallus
MTUS
$704M
| $2.78M | ﹤0.01% |
318,522
+1,726
| +0.5% | +$15.1K |
|
1666
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $2.78M | ﹤0.01% |
+104,954
| New | +$2.78M |
|
1667
El Pollo Loco
LOCO
$307M
| $2.74M | ﹤0.01% |
180,786
+3,094
| +2% | +$46.9K |
|
|
CBL
1668
DELISTED
CBL& Associates Properties, Inc.
CBL
| $2.73M | ﹤0.01% |
1,422,183
+6,330
| +0.4% | +$12.2K |
|
1669
Community Health Systems
CYH
$420M
| $2.71M | ﹤0.01% |
960,373
-6,859
| -0.7% | -$19.3K |
|
1670
Ultra Clean Holdings
UCTT
$1.14B
| $2.7M | ﹤0.01% |
318,409
-44,537
| -12% | -$377K |
|
1671
UNIFI
UFI
$83.9M
| $2.69M | ﹤0.01% |
117,903
+941
| +0.8% | +$21.5K |
|
|
AKRX
1672
DELISTED
Akorn, Inc.
AKRX
| $2.69M | ﹤0.01% |
794,082
+384,145
| +94% | +$1.3M |
|
|
PVAL
1673
DELISTED
Principal Contrarian Value Index ETF
PVAL
| $2.68M | ﹤0.01% |
119,905
| – | – |
|
|
HAYN
1674
DELISTED
Haynes International, Inc.
HAYN
| $2.68M | ﹤0.01% |
101,516
+514
| +0.5% | +$13.6K |
|
1675
Tootsie Roll Industries
TR
$2.91B
| $2.66M | ﹤0.01% |
98,090
-1,312
| -1% | -$35.6K |
|