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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HAYN
1676
DELISTED
Haynes International, Inc.
HAYN
| $2.19M | ﹤0.01% |
93,787
-1,152
| -1% | -$26.9K |
|
1677
HCI Group
HCI
$2.34B
| $2.17M | ﹤0.01% |
47,067
-1,598
| -3% | -$73.8K |
|
|
RETA
1678
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $2.17M | ﹤0.01% |
13,935
+3,360
| +32% | +$524K |
|
1679
Civitas Resources
CIVI
$3.02B
| $2.16M | ﹤0.01% |
145,966
-1,819
| -1% | -$27K |
|
1680
GrafTech
EAF
$261M
| $2.16M | ﹤0.01% |
27,097
+13,492
| +99% | +$1.08M |
|
1681
Oil States International
OIS
$341M
| $2.16M | ﹤0.01% |
455,164
-3,860
| -0.8% | -$18.3K |
|
|
CLDT
1682
Chatham Lodging
CLDT
$348M
| $2.15M | ﹤0.01% |
350,765
-5,245
| -1% | -$32.1K |
|
1683
NovoCure
NVCR
$1.36B
| $2.15M | ﹤0.01% |
36,171
+12,570
| +53% | +$745K |
|
1684
Haverty Furniture Companies
HVT
$371M
| $2.14M | ﹤0.01% |
133,949
-7,608
| -5% | -$122K |
|
1685
Opko Health
OPK
$1.11B
| $2.14M | ﹤0.01% |
627,808
+333,155
| +113% | +$1.14M |
|
1686
Lennar Class B
LEN.B
$34B
| $2.13M | ﹤0.01% |
48,515
-11
| -0% | -$482 |
|
1687
Shoe Carnival
SCVL
$636M
| $2.12M | ﹤0.01% |
144,486
-6,418
| -4% | -$93.9K |
|
|
AMTD
1688
DELISTED
TD Ameritrade Holding Corp
AMTD
| $2.11M | ﹤0.01% |
58,100
+17,636
| +44% | +$641K |
|
1689
GameStop
GME
$11.2B
| $2.1M | ﹤0.01% |
1,934,732
-64,856
| -3% | -$70.4K |
|
1690
Burlington
BURL
$16.8B
| $2.1M | ﹤0.01% |
10,650
+570
| +6% | +$112K |
|
1691
First Hawaiian
FHB
$3.19B
| $2.08M | ﹤0.01% |
120,815
+24,040
| +25% | +$414K |
|
|
ZEN
1692
DELISTED
ZENDESK INC
ZEN
| $2.08M | ﹤0.01% |
23,455
+6,363
| +37% | +$563K |
|
1693
Ironwood Pharmaceuticals
IRWD
$213M
| $2.07M | ﹤0.01% |
200,443
+156,987
| +361% | +$1.62M |
|
1694
Roku
ROKU
$13.9B
| $2.07M | ﹤0.01% |
17,716
+15,413
| +669% | +$1.8M |
|
1695
Wayfair
W
$11.4B
| $2.06M | ﹤0.01% |
+10,432
| New | +$2.06M |
|
|
CAMP
1696
DELISTED
CalAmp Corp.
CAMP
| $2.06M | ﹤0.01% |
11,159
-96
| -0.9% | -$17.7K |
|
1697
STAG Industrial
STAG
$6.77B
| $2.04M | ﹤0.01% |
69,644
+15,337
| +28% | +$449K |
|
|
AMAG
1698
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $2.01M | ﹤0.01% |
263,224
+962
| +0.4% | +$7.36K |
|
1699
Coty
COTY
$3.57B
| $2M | ﹤0.01% |
447,908
+14,315
| +3% | +$64K |
|
1700
EPAM Systems
EPAM
$8.69B
| $1.99M | ﹤0.01% |
7,909
+920
| +13% | +$232K |
|