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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JCP
1676
DELISTED
J.C. Penney Company, Inc.
JCP
| $2.66M | ﹤0.01% |
2,560,610
+18,816
| +0.7% | +$19.6K |
|
1677
Cato Corp
CATO
$90M
| $2.65M | ﹤0.01% |
185,478
+495
| +0.3% | +$7.06K |
|
1678
Sonic Automotive
SAH
$2.85B
| $2.64M | ﹤0.01% |
192,047
+1,288
| +0.7% | +$17.7K |
|
1679
Generac Holdings
GNRC
$11.2B
| $2.64M | ﹤0.01% |
53,034
+13,810
| +35% | +$686K |
|
|
BFX
1680
DELISTED
BowFlex Inc.
BFX
| $2.64M | ﹤0.01% |
241,831
-2,403
| -1% | -$26.2K |
|
|
DO
1681
DELISTED
Diamond Offshore Drilling
DO
| $2.62M | ﹤0.01% |
277,899
-53,123
| -16% | -$501K |
|
|
AQ
1682
DELISTED
Aquantia Corp. Common Stock
AQ
| $2.58M | ﹤0.01% |
293,800
-12,600
| -4% | -$111K |
|
|
VRTV
1683
DELISTED
VERITIV CORPORATION
VRTV
| $2.57M | ﹤0.01% |
102,924
+12,082
| +13% | +$302K |
|
1684
Motorcar Parts of America
MPAA
$291M
| $2.56M | ﹤0.01% |
153,567
+832
| +0.5% | +$13.8K |
|
|
PES
1685
DELISTED
Pioneer Energy Services Corp.
PES
| $2.53M | ﹤0.01% |
2,056,202
-124,415
| -6% | -$153K |
|
1686
iShares Select U.S. REIT ETF
ICF
$1.93B
| $2.52M | ﹤0.01% |
+52,548
| New | +$2.52M |
|
1687
SITE Centers
SITC
$473M
| $2.47M | ﹤0.01% |
286,471
-197,998
| -41% | -$1.71M |
|
|
CHUY
1688
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $2.44M | ﹤0.01% |
137,610
+773
| +0.6% | +$13.7K |
|
1689
TruBridge
TBRG
$306M
| $2.44M | ﹤0.01% |
97,201
+527
| +0.5% | +$13.2K |
|
1690
Catheter Precision
VTAK
$3.03M
| $2.43M | ﹤0.01% |
1
| – | – |
|
1691
NXP Semiconductors
NXPI
$55.6B
| $2.4M | ﹤0.01% |
32,722
-545
| -2% | -$39.9K |
|
1692
TechTarget
TTGT
$417M
| $2.39M | ﹤0.01% |
+195,665
| New | +$2.39M |
|
1693
Daktronics
DAKT
$1.07B
| $2.37M | ﹤0.01% |
320,504
+3,680
| +1% | +$27.2K |
|
|
ROAN
1694
DELISTED
Roan Resources, Inc.
ROAN
| $2.37M | ﹤0.01% |
+282,722
| New | +$2.37M |
|
1695
Applied Optoelectronics
AAOI
$1.64B
| $2.36M | ﹤0.01% |
152,703
+1,606
| +1% | +$24.8K |
|
|
RVNC
1696
DELISTED
Revance Therapeutics, Inc.
RVNC
| $2.3M | ﹤0.01% |
114,101
-14,043
| -11% | -$283K |
|
|
CDR
1697
DELISTED
Cedar Realty Trust, Inc
CDR
| $2.28M | ﹤0.01% |
110,225
+583
| +0.5% | +$12.1K |
|
|
HPR
1698
DELISTED
HighPoint Resources Corporation
HPR
| $2.27M | ﹤0.01% |
18,203
+87
| +0.5% | +$10.8K |
|
|
RRD
1699
DELISTED
RR Donnelley & Sons Co.
RRD
| $2.26M | ﹤0.01% |
571,530
+3,097
| +0.5% | +$12.3K |
|
1700
Tesla
TSLA
$1.16T
| $2.26M | ﹤0.01% |
101,655
-22,770
| -18% | -$505K |
|