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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brookfield
BN
|
$89.3M |
| 5 |
Hilton Worldwide
HLT
|
$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
RingCentral
RNG
$2.89B
| $3.19M | ﹤0.01% |
50,191
+7,420
| +17% | +$471K |
|
1677
Biglari Holdings Class B
BH
$966M
| $3.17M | ﹤0.01% |
11,646
+279
| +2% | +$76K |
|
|
BFX
1678
DELISTED
BowFlex Inc.
BFX
| $3.17M | ﹤0.01% |
235,362
+5,577
| +2% | +$75K |
|
1679
Team
TISI
$86.4M
| $3.15M | ﹤0.01% |
22,929
+544
| +2% | +$74.8K |
|
|
FLIC
1680
DELISTED
First of Long Island Corp
FLIC
| $3.15M | ﹤0.01% |
114,789
-156
| -0.1% | -$4.28K |
|
1681
Motorcar Parts of America
MPAA
$281M
| $3.13M | ﹤0.01% |
146,199
+3,499
| +2% | +$75K |
|
|
WSR
1682
Whitestone REIT
WSR
$672M
| $3.12M | ﹤0.01% |
300,630
+12,362
| +4% | +$128K |
|
1683
Cross Country Healthcare
CCRN
$462M
| $3.1M | ﹤0.01% |
279,246
+6,255
| +2% | +$69.5K |
|
|
PVAL
1684
DELISTED
Principal Contrarian Value Index ETF
PVAL
| $3.09M | ﹤0.01% |
119,905
| – | – |
|
1685
STAAR Surgical
STAA
$1.38B
| $3.08M | ﹤0.01% |
208,030
-6,706
| -3% | -$99.3K |
|
1686
Haverty Furniture Companies
HVT
$390M
| $3.05M | ﹤0.01% |
151,143
+2,642
| +2% | +$53.2K |
|
1687
News Corp Class B
NWS
$18.8B
| $3.04M | ﹤0.01% |
188,722
-2,906
| -2% | -$46.8K |
|
1688
American Coastal Insurance
ACIC
$554M
| $3.01M | ﹤0.01% |
157,296
+3,742
| +2% | +$71.6K |
|
1689
OneSpan
OSPN
$583M
| $2.99M | ﹤0.01% |
230,904
+5,477
| +2% | +$70.9K |
|
1690
Vanguard Mid-Cap ETF
VO
$87.3B
| $2.99M | ﹤0.01% |
19,369
+97
| +0.5% | +$15K |
|
1691
Corpay
CPAY
$22.4B
| $2.98M | ﹤0.01% |
14,700
+1,864
| +15% | +$377K |
|
|
TWOU
1692
DELISTED
2U, Inc.
TWOU
| $2.95M | ﹤0.01% |
1,172
+50
| +4% | +$126K |
|
1693
Alnylam Pharmaceuticals
ALNY
$59.2B
| $2.92M | ﹤0.01% |
24,525
+1,263
| +5% | +$150K |
|
1694
Zscaler
ZS
$42.7B
| $2.89M | ﹤0.01% |
+102,940
| New | +$2.89M |
|
1695
Cytokinetics
CYTK
$6.34B
| $2.86M | ﹤0.01% |
397,603
+9,786
| +3% | +$70.5K |
|
1696
Matrix Service
MTRX
$403M
| $2.85M | ﹤0.01% |
207,897
+5,646
| +3% | +$77.3K |
|
1697
Ryman Hospitality Properties
RHP
$6.35B
| $2.78M | ﹤0.01% |
35,890
+4,186
| +13% | +$324K |
|
1698
Alkermes
ALKS
$4.94B
| $2.76M | ﹤0.01% |
47,703
+2,264
| +5% | +$131K |
|
1699
Flotek Industries
FTK
$336M
| $2.65M | ﹤0.01% |
72,503
+1,631
| +2% | +$59.7K |
|
1700
Daktronics
DAKT
$854M
| $2.64M | ﹤0.01% |
299,980
+8,342
| +3% | +$73.5K |
|