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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Liquidity Services
LQDT
$845M
| $1.95M | ﹤0.01% |
173,473
+497
| +0.3% | +$5.59K |
|
|
AMTD
1677
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.93M | ﹤0.01% |
54,771
+9,003
| +20% | +$317K |
|
|
TUES
1678
DELISTED
Tuesday Morning Corp
TUES
| $1.93M | ﹤0.01% |
322,319
+8,884
| +3% | +$53.1K |
|
1679
Central Garden & Pet
CENT
$2.28B
| $1.93M | ﹤0.01% |
92,546
+3,788
| +4% | +$78.8K |
|
|
DSPG
1680
DELISTED
DSP Group Inc
DSPG
| $1.9M | ﹤0.01% |
158,395
+5,563
| +4% | +$66.8K |
|
1681
HCI Group
HCI
$2.31B
| $1.89M | ﹤0.01% |
62,376
+1,063
| +2% | +$32.3K |
|
1682
Allison Transmission
ALSN
$7.41B
| $1.88M | ﹤0.01% |
65,573
-363,814
| -85% | -$10.4M |
|
1683
Geospace Technologies
GEOS
$211M
| $1.88M | ﹤0.01% |
96,423
+2,637
| +3% | +$51.4K |
|
1684
Crown Holdings
CCK
$11B
| $1.86M | ﹤0.01% |
32,485
-61
| -0.2% | -$3.48K |
|
1685
Future Fuel
FF
$171M
| $1.86M | ﹤0.01% |
164,480
+3,085
| +2% | +$34.8K |
|
1686
SiriusXM
SIRI
$8.02B
| $1.85M | ﹤0.01% |
44,267
-2,479
| -5% | -$103K |
|
1687
Rithm Capital
RITM
$6.63B
| $1.8M | ﹤0.01% |
130,552
+4,939
| +4% | +$68.2K |
|
1688
ServiceNow
NOW
$192B
| $1.77M | ﹤0.01% |
22,399
-1,427
| -6% | -$113K |
|
1689
Big 5 Sporting Goods
BGFV
$32.5M
| $1.76M | ﹤0.01% |
129,527
+314
| +0.2% | +$4.28K |
|
1690
Bunge Global
BG
$16.5B
| $1.75M | ﹤0.01% |
29,595
-536,657
| -95% | -$31.8M |
|
|
RRTS
1691
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
| $1.75M | ﹤0.01% |
8,762
+241
| +3% | +$48.1K |
|
|
CGI
1692
DELISTED
Celadon Group Inc
CGI
| $1.75M | ﹤0.01% |
199,779
+5,464
| +3% | +$47.8K |
|
1693
Protara Therapeutics
TARA
$120M
| $1.72M | ﹤0.01% |
4,610
-31
| -0.7% | -$11.6K |
|
1694
Tesla
TSLA
$1.12T
| $1.7M | ﹤0.01% |
124,785
-1,470
| -1% | -$20K |
|
1695
Alkermes
ALKS
$4.45B
| $1.69M | ﹤0.01% |
35,938
+4,298
| +14% | +$202K |
|
|
PERY
1696
DELISTED
Perry Ellis International Inc
PERY
| $1.69M | ﹤0.01% |
87,444
+5,203
| +6% | +$100K |
|
|
MCF
1697
DELISTED
Contango Oil & Gas Co.
MCF
| $1.64M | ﹤0.01% |
160,851
+36,369
| +29% | +$372K |
|
1698
Enova International
ENVA
$2.88B
| $1.63M | ﹤0.01% |
168,216
-20,784
| -11% | -$201K |
|
|
TSRO
1699
DELISTED
TESARO, Inc.
TSRO
| $1.6M | ﹤0.01% |
15,959
+6,639
| +71% | +$666K |
|
1700
HEICO Class A
HEI.A
$35B
| $1.6M | ﹤0.01% |
51,549
+31,395
| +156% | +$973K |
|