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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RVNC
1676
DELISTED
Revance Therapeutics, Inc.
RVNC
| $3.46M | ﹤0.01% |
125,908
-112
| -0.1% | -$3.07K |
|
|
HIBB
1677
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $3.44M | ﹤0.01% |
150,196
+2,663
| +2% | +$61K |
|
1678
Park Aerospace
PKE
$377M
| $3.44M | ﹤0.01% |
148,235
+2,444
| +2% | +$56.7K |
|
1679
Assertio
ASRT
$77.5M
| $3.44M | ﹤0.01% |
128,749
+4,431
| +4% | +$118K |
|
|
FTR
1680
DELISTED
Frontier Communications Corp.
FTR
| $3.41M | ﹤0.01% |
635,723
+23,633
| +4% | +$127K |
|
1681
HubSpot
HUBS
$25.8B
| $3.4M | ﹤0.01% |
27,120
+7,014
| +35% | +$880K |
|
1682
Forrester Research
FORR
$188M
| $3.39M | ﹤0.01% |
80,812
+66
| +0.1% | +$2.77K |
|
1683
Cytokinetics
CYTK
$6.22B
| $3.36M | ﹤0.01% |
404,815
+7,212
| +2% | +$59.9K |
|
|
PMOM
1684
DELISTED
Principal Sustainable Momentum Index ETF
PMOM
| $3.36M | ﹤0.01% |
119,905
| – | – |
|
|
CYS
1685
DELISTED
CYS Investments Inc.
CYS
| $3.31M | ﹤0.01% |
441,693
-867,673
| -66% | -$6.51M |
|
1686
MarineMax
HZO
$545M
| $3.28M | ﹤0.01% |
173,185
+3,990
| +2% | +$75.6K |
|
1687
Haverty Furniture Companies
HVT
$380M
| $3.25M | ﹤0.01% |
150,437
-706
| -0.5% | -$15.2K |
|
|
SUP
1688
DELISTED
Superior Industries International
SUP
| $3.24M | ﹤0.01% |
181,175
+3,631
| +2% | +$65K |
|
|
LCI
1689
DELISTED
Lannett Company, Inc.
LCI
| $3.22M | ﹤0.01% |
59,231
+1,218
| +2% | +$66.3K |
|
1690
Cross Country Healthcare
CCRN
$455M
| $3.19M | ﹤0.01% |
283,578
+4,332
| +2% | +$48.7K |
|
1691
MacroGenics
MGNX
$109M
| $3.18M | ﹤0.01% |
154,121
+70,407
| +84% | +$1.45M |
|
|
RRD
1692
DELISTED
RR Donnelley & Sons Co.
RRD
| $3.16M | ﹤0.01% |
547,681
+688
| +0.1% | +$3.96K |
|
1693
American Coastal Insurance
ACIC
$526M
| $3.13M | ﹤0.01% |
159,848
+2,552
| +2% | +$50K |
|
|
PVAL
1694
DELISTED
Principal Contrarian Value Index ETF
PVAL
| $3.13M | ﹤0.01% |
119,905
| – | – |
|
1695
Community Health Systems
CYH
$409M
| $3.1M | ﹤0.01% |
934,387
-57,412
| -6% | -$191K |
|
|
NEWR
1696
DELISTED
New Relic, Inc.
NEWR
| $3.05M | ﹤0.01% |
30,314
+24,567
| +427% | +$2.47M |
|
1697
Match Group
MTCH
$9.12B
| $2.98M | ﹤0.01% |
76,900
-21,242
| -22% | -$823K |
|
1698
Clearwater Paper
CLW
$342M
| $2.96M | ﹤0.01% |
128,240
+2,167
| +2% | +$50.1K |
|
1699
Penumbra
PEN
$10.6B
| $2.96M | ﹤0.01% |
21,427
+12,778
| +148% | +$1.77M |
|
1700
News Corp Class B
NWS
$17.8B
| $2.96M | ﹤0.01% |
186,612
-2,110
| -1% | -$33.4K |
|