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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
News Corp Class B
NWS
$18.2B
| $2.49M | ﹤0.01% |
208,652
+30,602
| +17% | +$366K |
|
|
FBM
1652
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
| $2.48M | ﹤0.01% |
159,031
+24,779
| +18% | +$387K |
|
1653
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.67B
| $2.48M | ﹤0.01% |
80,401
+8,447
| +12% | +$261K |
|
1654
AdvanSix
ASIX
$576M
| $2.46M | ﹤0.01% |
209,445
-2,602
| -1% | -$30.5K |
|
|
RC
1655
Ready Capital
RC
$689M
| $2.46M | ﹤0.01% |
282,611
+15,120
| +6% | +$131K |
|
1656
Ezcorp Inc
EZPW
$1.04B
| $2.45M | ﹤0.01% |
389,118
-9,680
| -2% | -$61K |
|
1657
Trade Desk
TTD
$22.1B
| $2.45M | ﹤0.01% |
60,270
+15,430
| +34% | +$627K |
|
1658
Mercer International
MERC
$206M
| $2.45M | ﹤0.01% |
299,788
-3,943
| -1% | -$32.2K |
|
1659
Insulet
PODD
$24.1B
| $2.43M | ﹤0.01% |
12,512
+7,364
| +143% | +$1.43M |
|
1660
ANI Pharmaceuticals
ANIP
$2.12B
| $2.42M | ﹤0.01% |
74,905
-5,816
| -7% | -$188K |
|
1661
iShares Russell 1000 Growth ETF
IWF
$120B
| $2.4M | ﹤0.01% |
12,519
-12,516
| -50% | -$2.4M |
|
1662
DXP Enterprises
DXPE
$1.85B
| $2.4M | ﹤0.01% |
120,451
-1,076
| -0.9% | -$21.4K |
|
1663
Hanmi Financial
HAFC
$748M
| $2.4M | ﹤0.01% |
246,628
-8,232
| -3% | -$79.9K |
|
|
PVAL
1664
DELISTED
Principal Contrarian Value Index ETF
PVAL
| $2.38M | ﹤0.01% |
104,905
-15,000
| -13% | -$340K |
|
1665
Marcus Corp
MCS
$504M
| $2.37M | ﹤0.01% |
178,500
-2,836
| -2% | -$37.6K |
|
1666
Kosmos Energy
KOS
$799M
| $2.36M | ﹤0.01% |
1,420,207
+868,200
| +157% | +$1.44M |
|
1667
Ternium
TX
$6.8B
| $2.34M | ﹤0.01% |
+154,309
| New | +$2.34M |
|
1668
El Pollo Loco
LOCO
$304M
| $2.32M | ﹤0.01% |
156,895
+8,690
| +6% | +$128K |
|
1669
Future Fuel
FF
$169M
| $2.3M | ﹤0.01% |
192,763
-3,036
| -2% | -$36.3K |
|
|
WSR
1670
Whitestone REIT
WSR
$664M
| $2.29M | ﹤0.01% |
314,711
+6,431
| +2% | +$46.8K |
|
1671
TruBridge
TBRG
$302M
| $2.27M | ﹤0.01% |
99,767
-3,829
| -4% | -$87.3K |
|
1672
Genesco
GCO
$358M
| $2.26M | ﹤0.01% |
104,184
-3,917
| -4% | -$84.9K |
|
|
LCI
1673
DELISTED
Lannett Company, Inc.
LCI
| $2.24M | ﹤0.01% |
76,966
+6,563
| +9% | +$191K |
|
1674
Ethan Allen Interiors
ETD
$742M
| $2.23M | ﹤0.01% |
188,712
+463
| +0.2% | +$5.48K |
|
1675
Atlassian
TEAM
$45.9B
| $2.21M | ﹤0.01% |
12,270
-867
| -7% | -$156K |
|