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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CKP
1676
DELISTED
CHECKPOINT SYSTEMS INC
CKP
| $1.74M | ﹤0.01% |
277,501
+12,010
| +5% | +$75.3K |
|
1677
Surmodics
SRDX
$459M
| $1.73M | ﹤0.01% |
85,309
+3,825
| +5% | +$77.5K |
|
|
CBR
1678
DELISTED
CIBER Inc.
CBR
| $1.7M | ﹤0.01% |
485,390
+22,194
| +5% | +$77.9K |
|
1679
Ezcorp Inc
EZPW
$1.02B
| $1.7M | ﹤0.01% |
341,151
+15,015
| +5% | +$74.9K |
|
1680
Tootsie Roll Industries
TR
$2.88B
| $1.7M | ﹤0.01% |
71,738
+1,324
| +2% | +$31.3K |
|
|
LMOS
1681
DELISTED
Lumos Networks Corp
LMOS
| $1.69M | ﹤0.01% |
151,194
+7,095
| +5% | +$79.4K |
|
|
SGY
1682
DELISTED
Stone Energy
SGY
| $1.66M | ﹤0.01% |
6,794
+454
| +7% | +$111K |
|
|
AHT
1683
Ashford Hospitality Trust
AHT
$38M
| $1.63M | ﹤0.01% |
261
-22
| -8% | -$137K |
|
1684
Perdoceo Education
PRDO
$2.16B
| $1.63M | ﹤0.01% |
447,549
+19,999
| +5% | +$72.6K |
|
1685
Voya Financial
VOYA
$7.3B
| $1.62M | ﹤0.01% |
43,890
-205,425
| -82% | -$7.58M |
|
1686
Monarch Casino & Resort
MCRI
$1.87B
| $1.61M | ﹤0.01% |
71,025
+3,120
| +5% | +$70.9K |
|
|
IHS
1687
DELISTED
IHS INC CL-A COM STK
IHS
| $1.6M | ﹤0.01% |
13,548
+1,737
| +15% | +$206K |
|
1688
Tesla
TSLA
$1.12T
| $1.59M | ﹤0.01% |
99,450
+1,230
| +1% | +$19.7K |
|
1689
SS&C Technologies
SSNC
$21.6B
| $1.58M | ﹤0.01% |
46,134
+88
| +0.2% | +$3K |
|
1690
NXP Semiconductors
NXPI
$55.3B
| $1.57M | ﹤0.01% |
18,667
-9,372
| -33% | -$790K |
|
|
OREX
1691
DELISTED
Orexigen Therapeutics, Inc.
OREX
| $1.57M | ﹤0.01% |
91,181
| – | – |
|
1692
Salarius Pharmaceuticals
SLRX
$2.33M
| $1.56M | ﹤0.01% |
2
+1
| +100% | +$778K |
|
|
BLCM
1693
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $1.54M | ﹤0.01% |
7,572
+14
| +0.2% | +$2.84K |
|
|
RPT
1694
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.52M | ﹤0.01% |
91,224
+7,169
| +9% | +$119K |
|
1695
MGM Resorts International
MGM
$9.79B
| $1.51M | ﹤0.01% |
66,642
+5,111
| +8% | +$116K |
|
1696
Powell Industries
POWL
$3.34B
| $1.51M | ﹤0.01% |
57,853
+1,070
| +2% | +$27.9K |
|
|
TBHC
1697
The Brand House Collective, Inc. Common Stock
TBHC
$44.2M
| $1.5M | ﹤0.01% |
103,647
-333,821
| -76% | -$4.84M |
|
1698
SunCoke Energy
SXC
$656M
| $1.5M | ﹤0.01% |
433,065
+11,642
| +3% | +$40.4K |
|
|
CIT
1699
DELISTED
CIT Group Inc.
CIT
| $1.48M | ﹤0.01% |
37,158
-2,273
| -6% | -$90.2K |
|
|
BDN
1700
Brandywine Realty Trust
BDN
$761M
| $1.45M | ﹤0.01% |
106,024
+7,584
| +8% | +$104K |
|