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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CSII
1651
DELISTED
Cardiovascular Systems, Inc.
CSII
| $5.16M | ﹤0.01% |
274,866
-15,161
| -5% | -$285K |
|
1652
Gannett
GCI
$632M
| $5.12M | ﹤0.01% |
960,786
-25,495
| -3% | -$136K |
|
1653
CarGurus
CARG
$3.6B
| $5.11M | ﹤0.01% |
151,951
-95,229
| -39% | -$3.2M |
|
1654
National Health Investors
NHI
$3.76B
| $5.11M | ﹤0.01% |
88,846
-8,805
| -9% | -$506K |
|
|
MAGN
1655
Magnera Corporation
MAGN
$414M
| $5.1M | ﹤0.01% |
22,822
-558
| -2% | -$125K |
|
1656
Movado Group
MOV
$441M
| $5.09M | ﹤0.01% |
121,765
+6,705
| +6% | +$280K |
|
1657
Alnylam Pharmaceuticals
ALNY
$61.4B
| $5.09M | ﹤0.01% |
30,022
-8,618
| -22% | -$1.46M |
|
1658
uniQure
QURE
$929M
| $5.09M | ﹤0.01% |
245,464
-8,648
| -3% | -$179K |
|
|
UHT
1659
Universal Health Realty Income Trust
UHT
$583M
| $5.08M | ﹤0.01% |
85,491
-1,987
| -2% | -$118K |
|
1660
Ecopetrol
EC
$19B
| $5.06M | ﹤0.01% |
392,734
-74,277
| -16% | -$957K |
|
1661
iShares MSCI EAFE Value ETF
EFV
$28.3B
| $5.05M | ﹤0.01% |
100,200
-71,699
| -42% | -$3.61M |
|
1662
Precision BioSciences
DTIL
$58.9M
| $5.04M | ﹤0.01% |
22,718
+6,408
| +39% | +$1.42M |
|
|
TVRD
1663
Tvardi Therapeutics, Inc. Common Stock
TVRD
$332M
| $5.04M | ﹤0.01% |
11,489
+1,682
| +17% | +$738K |
|
1664
Par Pacific Holdings
PARR
$1.71B
| $5.02M | ﹤0.01% |
304,670
-71,874
| -19% | -$1.19M |
|
1665
Calavo Growers
CVGW
$496M
| $5M | ﹤0.01% |
117,822
-2,746
| -2% | -$116K |
|
|
LYLT
1666
DELISTED
Loyalty Ventures Inc. Common Stock
LYLT
| $4.98M | ﹤0.01% |
+165,568
| New | +$4.98M |
|
|
DHC
1667
Diversified Healthcare Trust
DHC
$1.09B
| $4.98M | ﹤0.01% |
1,610,917
-35,414
| -2% | -$109K |
|
1668
HealthStream
HSTM
$866M
| $4.98M | ﹤0.01% |
188,754
-15,184
| -7% | -$400K |
|
|
TUP
1669
DELISTED
Tupperware Brands Corporation
TUP
| $4.97M | ﹤0.01% |
325,239
-104,051
| -24% | -$1.59M |
|
1670
Ambac
AMBC
$414M
| $4.95M | ﹤0.01% |
308,552
-6,569
| -2% | -$105K |
|
1671
Hawkins
HWKN
$3.69B
| $4.94M | ﹤0.01% |
125,160
-3,800
| -3% | -$150K |
|
1672
DMC Global
BOOM
$145M
| $4.94M | ﹤0.01% |
124,591
-3,036
| -2% | -$120K |
|
1673
Lennar Class B
LEN.B
$34.8B
| $4.92M | ﹤0.01% |
54,089
-517
| -0.9% | -$47K |
|
|
USI
1674
DELISTED
Principal Ultra-Short Active Income ETF
USI
| $4.89M | ﹤0.01% |
199,681
| – | – |
|
1675
Trip.com Group
TCOM
$48.9B
| $4.89M | ﹤0.01% |
198,519
-1,931
| -1% | -$47.5K |
|