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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Nabors Industries
NBR
$630M
| $5.11M | ﹤0.01% |
52,918
+7,700
| +17% | +$743K |
|
|
CNSL
1677
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $5.07M | ﹤0.01% |
551,783
-19,199
| -3% | -$176K |
|
1678
Hanmi Financial
HAFC
$748M
| $5.07M | ﹤0.01% |
252,520
-3,030
| -1% | -$60.8K |
|
1679
Perdoceo Education
PRDO
$2.26B
| $5.05M | ﹤0.01% |
478,340
-9,269
| -2% | -$97.9K |
|
1680
Celldex Therapeutics
CLDX
$1.67B
| $5.04M | ﹤0.01% |
93,428
+9,563
| +11% | +$516K |
|
1681
America's Car Mart
CRMT
$283M
| $5.03M | ﹤0.01% |
43,073
+353
| +0.8% | +$41.2K |
|
1682
Universal Electronics
UEIC
$63.2M
| $5.03M | ﹤0.01% |
102,105
-3,410
| -3% | -$168K |
|
1683
Axalta
AXTA
$6.81B
| $5.03M | ﹤0.01% |
172,136
+32,615
| +23% | +$952K |
|
|
TWNK
1684
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $5.02M | ﹤0.01% |
289,176
+3,187
| +1% | +$55.4K |
|
1685
Invesco S&P Global Water Index ETF
CGW
$1.01B
| $5M | ﹤0.01% |
89,450
+16,429
| +22% | +$917K |
|
1686
HCI Group
HCI
$2.37B
| $4.98M | ﹤0.01% |
44,987
-258
| -0.6% | -$28.6K |
|
1687
Central Pacific Financial
CPF
$824M
| $4.95M | ﹤0.01% |
192,709
-3,264
| -2% | -$83.8K |
|
1688
John B. Sanfilippo & Son
JBSS
$739M
| $4.95M | ﹤0.01% |
60,553
-906
| -1% | -$74K |
|
1689
Palantir
PLTR
$395B
| $4.93M | ﹤0.01% |
204,979
+15,107
| +8% | +$363K |
|
|
USI
1690
DELISTED
Principal Ultra-Short Active Income ETF
USI
| $4.93M | ﹤0.01% |
199,681
| – | – |
|
|
GPMT
1691
Granite Point Mortgage Trust
GPMT
$142M
| $4.93M | ﹤0.01% |
374,125
-7,257
| -2% | -$95.6K |
|
1692
Booz Allen Hamilton
BAH
$13B
| $4.91M | ﹤0.01% |
61,909
+5,586
| +10% | +$443K |
|
|
ABTX
1693
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $4.9M | ﹤0.01% |
128,449
-209
| -0.2% | -$7.97K |
|
1694
Digi International
DGII
$1.32B
| $4.89M | ﹤0.01% |
232,713
-3,064
| -1% | -$64.4K |
|
1695
Anika Therapeutics
ANIK
$123M
| $4.87M | ﹤0.01% |
114,378
-1,317
| -1% | -$56.1K |
|
|
LL
1696
DELISTED
LL Flooring Holdings, Inc.
LL
| $4.85M | ﹤0.01% |
259,391
-3,057
| -1% | -$57.1K |
|
1697
Spectrum Brands
SPB
$1.3B
| $4.84M | ﹤0.01% |
50,612
+1,410
| +3% | +$135K |
|
|
UHT
1698
Universal Health Realty Income Trust
UHT
$579M
| $4.84M | ﹤0.01% |
87,478
-1,166
| -1% | -$64.4K |
|
1699
Under Armour
UAA
$2.08B
| $4.83M | ﹤0.01% |
239,342
+9,234
| +4% | +$186K |
|
|
BHVN
1700
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $4.83M | ﹤0.01% |
34,770
+12,628
| +57% | +$1.75M |
|