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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
Century Aluminum
CENX
$2.03B
| $2.96M | ﹤0.01% |
393,295
+660
| +0.2% | +$4.96K |
|
1652
Blackstone
BX
$135B
| $2.95M | ﹤0.01% |
+52,670
| New | +$2.95M |
|
1653
MacroGenics
MGNX
$111M
| $2.94M | ﹤0.01% |
269,926
+50,783
| +23% | +$552K |
|
1654
Shoe Carnival
SCVL
$664M
| $2.92M | ﹤0.01% |
156,684
-15,140
| -9% | -$282K |
|
1655
UNIFI
UFI
$81.7M
| $2.92M | ﹤0.01% |
115,441
+190
| +0.2% | +$4.8K |
|
1656
Fossil Group
FOSL
$160M
| $2.89M | ﹤0.01% |
367,176
+936
| +0.3% | +$7.38K |
|
1657
Community Health Systems
CYH
$415M
| $2.88M | ﹤0.01% |
992,999
-25,073
| -2% | -$72.7K |
|
|
DSPG
1658
DELISTED
DSP Group Inc
DSPG
| $2.86M | ﹤0.01% |
181,744
+952
| +0.5% | +$15K |
|
1659
Ezcorp Inc
EZPW
$1.04B
| $2.85M | ﹤0.01% |
418,518
+1,027
| +0.2% | +$7K |
|
1660
Movado Group
MOV
$428M
| $2.85M | ﹤0.01% |
130,975
+80
| +0.1% | +$1.74K |
|
|
LDL
1661
DELISTED
Lydall, Inc.
LDL
| $2.84M | ﹤0.01% |
138,441
+137
| +0.1% | +$2.81K |
|
1662
TruBridge
TBRG
$300M
| $2.84M | ﹤0.01% |
107,481
+309
| +0.3% | +$8.16K |
|
1663
Equitable Holdings
EQH
$15.9B
| $2.83M | ﹤0.01% |
114,282
+23,323
| +26% | +$578K |
|
1664
Iovance Biotherapeutics
IOVA
$861M
| $2.83M | ﹤0.01% |
102,250
+65,635
| +179% | +$1.82M |
|
1665
MarineMax
HZO
$566M
| $2.83M | ﹤0.01% |
169,509
-1,276
| -0.7% | -$21.3K |
|
1666
Clearwater Paper
CLW
$355M
| $2.79M | ﹤0.01% |
130,485
+137
| +0.1% | +$2.93K |
|
1667
CoStar Group
CSGP
$37.3B
| $2.75M | ﹤0.01% |
46,000
-8,220
| -15% | -$492K |
|
1668
Owens & Minor
OMI
$416M
| $2.73M | ﹤0.01% |
527,727
-59,379
| -10% | -$307K |
|
1669
Acadia Pharmaceuticals
ACAD
$4.28B
| $2.71M | ﹤0.01% |
63,319
-30,646
| -33% | -$1.31M |
|
|
FBM
1670
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
| $2.71M | ﹤0.01% |
+139,805
| New | +$2.71M |
|
|
JCP
1671
DELISTED
J.C. Penney Company, Inc.
JCP
| $2.69M | ﹤0.01% |
2,402,004
+44,229
| +2% | +$49.6K |
|
1672
Tootsie Roll Industries
TR
$3B
| $2.66M | ﹤0.01% |
92,927
-2,416
| -3% | -$69.1K |
|
1673
First Hawaiian
FHB
$3.21B
| $2.65M | ﹤0.01% |
91,931
+79,398
| +634% | +$2.29M |
|
1674
Premier
PINC
$2.24B
| $2.59M | ﹤0.01% |
68,424
-7,058
| -9% | -$267K |
|
|
EXPR
1675
DELISTED
Express, Inc.
EXPR
| $2.59M | ﹤0.01% |
26,572
+15
| +0.1% | +$1.46K |
|