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 |
CoStar Group
CSGP
|
+$317M |
| 2 |
Digital Realty Trust
DLR
|
+$256M |
| 3 |
American Tower
AMT
|
+$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
+$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
+$358M |
| 2 |
Wayfair
W
|
+$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$146M |
| 4 |
Welltower
WELL
|
+$145M |
| 5 |
Host Hotels & Resorts
HST
|
+$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
Core Laboratories
CLB
$601M
| $1.61M | ﹤0.01% |
155,303
-269,250
| -63% | -$2.78M |
|
1652
News Corp Class B
NWS
$18.3B
| $1.6M | ﹤0.01% |
178,050
+1,317
| +0.7% | +$11.8K |
|
1653
First Hawaiian
FHB
$3.2B
| $1.6M | ﹤0.01% |
96,775
+4,844
| +5% | +$80.1K |
|
1654
Burlington
BURL
$17.7B
| $1.6M | ﹤0.01% |
10,080
+584
| +6% | +$92.5K |
|
1655
NovoCure
NVCR
$1.42B
| $1.59M | ﹤0.01% |
23,601
-2,820
| -11% | -$190K |
|
|
BBBY
1656
DELISTED
Bed Bath & Beyond Inc
BBBY
| $1.58M | ﹤0.01% |
375,916
-163,303
| -30% | -$688K |
|
1657
Shoe Carnival
SCVL
$647M
| $1.57M | ﹤0.01% |
150,904
-5,780
| -4% | -$60K |
|
1658
Lindblad Expeditions
LIND
$741M
| $1.56M | ﹤0.01% |
373,037
-28,249
| -7% | -$118K |
|
1659
Light & Wonder
LNW
$7.39B
| $1.55M | ﹤0.01% |
159,851
-69,790
| -30% | -$677K |
|
1660
Vanguard FTSE Emerging Markets ETF
VWO
$98.5B
| $1.55M | ﹤0.01% |
46,241
+4,114
| +10% | +$138K |
|
|
RETA
1661
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $1.53M | ﹤0.01% |
10,575
+1,675
| +19% | +$242K |
|
1662
Team
TISI
$86.5M
| $1.5M | ﹤0.01% |
23,036
-953
| -4% | -$61.9K |
|
1663
DXP Enterprises
DXPE
$1.88B
| $1.49M | ﹤0.01% |
121,527
-5,029
| -4% | -$61.7K |
|
1664
Petrobras
PBR
$79.5B
| $1.49M | ﹤0.01% |
270,594
-10,571
| -4% | -$58.1K |
|
1665
Movado Group
MOV
$427M
| $1.47M | ﹤0.01% |
124,527
-6,448
| -5% | -$76.2K |
|
1666
QuidelOrtho
QDEL
$1.94B
| $1.47M | ﹤0.01% |
15,012
+206
| +1% | +$20.1K |
|
|
HIBB
1667
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $1.47M | ﹤0.01% |
133,937
-5,357
| -4% | -$58.6K |
|
1668
American Coastal Insurance
ACIC
$539M
| $1.46M | ﹤0.01% |
157,441
-6,513
| -4% | -$60.2K |
|
|
MDP
1669
DELISTED
Meredith Corporation
MDP
| $1.45M | ﹤0.01% |
119,025
-58,319
| -33% | -$712K |
|
1670
Dianthus Therapeutics
DNTH
$1.14B
| $1.45M | ﹤0.01% |
14,438
| – | – |
|
1671
Alcoa
AA
$8.1B
| $1.45M | ﹤0.01% |
235,264
-7,105
| -3% | -$43.8K |
|
1672
Match Group
MTCH
$9.19B
| $1.45M | ﹤0.01% |
21,904
-8,974
| -29% | -$593K |
|
1673
Genesco
GCO
$341M
| $1.44M | ﹤0.01% |
108,101
-4,474
| -4% | -$59.7K |
|
|
CUTR
1674
DELISTED
Cutera, Inc.
CUTR
| $1.44M | ﹤0.01% |
110,048
-4,468
| -4% | -$58.3K |
|
1675
Spok Holdings
SPOK
$361M
| $1.42M | ﹤0.01% |
133,030
-5,503
| -4% | -$58.8K |
|