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 |
ANSS
Ansys
ANSS
|
+$196M |
| 2 |
Hyatt Hotels
H
|
+$166M |
| 3 |
Prologis
PLD
|
+$160M |
| 4 |
RP
RealPage, Inc.
RP
|
+$160M |
| 5 |
WIX.com
WIX
|
+$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$367M |
| 2 |
Moody's
MCO
|
+$303M |
| 3 |
Ross Stores
ROST
|
+$252M |
| 4 |
Dentsply Sirona
XRAY
|
+$213M |
| 5 |
Autodesk
ADSK
|
+$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CHUY
1676
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.59M | ﹤0.01% |
136,837
+4,974
| +4% | +$131K |
|
|
HAYN
1677
DELISTED
Haynes International, Inc.
HAYN
| $3.59M | ﹤0.01% |
101,002
+3,465
| +4% | +$123K |
|
1678
Motorcar Parts of America
MPAA
$284M
| $3.58M | ﹤0.01% |
152,735
+4,137
| +3% | +$97K |
|
1679
Dayforce
DAY
$10.9B
| $3.58M | ﹤0.01% |
85,200
+550
| +0.6% | +$23.1K |
|
|
LL
1680
DELISTED
LL Flooring Holdings, Inc.
LL
| $3.58M | ﹤0.01% |
230,838
+8,478
| +4% | +$131K |
|
1681
REX American Resources
REX
$1.01B
| $3.51M | ﹤0.01% |
139,419
+5,736
| +4% | +$144K |
|
|
BRS
1682
DELISTED
Bristow Group, Inc.
BRS
| $3.5M | ﹤0.01% |
288,777
+36,910
| +15% | +$448K |
|
1683
Natera
NTRA
$23.3B
| $3.48M | ﹤0.01% |
145,455
-2,251
| -2% | -$53.9K |
|
1684
Vanguard Mid-Cap ETF
VO
$87.4B
| $3.47M | ﹤0.01% |
21,159
+6,501
| +44% | +$1.07M |
|
1685
Haverty Furniture Companies
HVT
$380M
| $3.43M | ﹤0.01% |
155,045
+4,608
| +3% | +$102K |
|
|
BFX
1686
DELISTED
BowFlex Inc.
BFX
| $3.41M | ﹤0.01% |
244,234
+7,281
| +3% | +$102K |
|
|
ESND
1687
DELISTED
Essendant Inc.
ESND
| $3.4M | ﹤0.01% |
264,901
-28,462
| -10% | -$365K |
|
1688
MacroGenics
MGNX
$109M
| $3.39M | ﹤0.01% |
158,205
+4,084
| +3% | +$87.6K |
|
|
CDR
1689
DELISTED
Cedar Realty Trust, Inc
CDR
| $3.37M | ﹤0.01% |
109,642
+14,974
| +16% | +$461K |
|
1690
Community Health Systems
CYH
$409M
| $3.35M | ﹤0.01% |
967,232
+32,845
| +4% | +$114K |
|
1691
UNIFI
UFI
$83M
| $3.31M | ﹤0.01% |
116,962
-15,887
| -12% | -$450K |
|
|
VRTV
1692
DELISTED
VERITIV CORPORATION
VRTV
| $3.31M | ﹤0.01% |
90,842
+3,232
| +4% | +$118K |
|
|
ONCE
1693
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $3.3M | ﹤0.01% |
60,502
-1,588
| -3% | -$86.6K |
|
1694
Shoe Carnival
SCVL
$653M
| $3.27M | ﹤0.01% |
169,980
+552
| +0.3% | +$10.6K |
|
|
PVAL
1695
DELISTED
Principal Contrarian Value Index ETF
PVAL
| $3.27M | ﹤0.01% |
119,905
| – | – |
|
|
SAGE
1696
DELISTED
Sage Therapeutics
SAGE
| $3.24M | ﹤0.01% |
22,959
+862
| +4% | +$122K |
|
1697
Hawkins
HWKN
$3.56B
| $3.23M | ﹤0.01% |
155,684
+7,528
| +5% | +$156K |
|
1698
Penumbra
PEN
$10.6B
| $3.22M | ﹤0.01% |
21,525
+98
| +0.5% | +$14.7K |
|
|
RVNC
1699
DELISTED
Revance Therapeutics, Inc.
RVNC
| $3.18M | ﹤0.01% |
128,144
+2,236
| +2% | +$55.6K |
|
|
SWCH
1700
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $3.18M | ﹤0.01% |
294,395
+248
| +0.1% | +$2.68K |
|