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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Ovintiv
OVV
$10.9B
| $4.88M | ﹤0.01% |
144,906
+239
| +0.2% | +$8.06K |
|
1677
Under Armour
UAA
$2.16B
| $4.83M | ﹤0.01% |
227,811
-11,531
| -5% | -$244K |
|
|
DISCA
1678
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $4.83M | ﹤0.01% |
205,053
-9,442
| -4% | -$222K |
|
|
UBA
1679
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $4.81M | ﹤0.01% |
225,840
+20,375
| +10% | +$434K |
|
1680
RE/MAX Holdings
RMAX
$199M
| $4.74M | ﹤0.01% |
155,408
+5,235
| +3% | +$160K |
|
1681
SiriusPoint
SPNT
$2.24B
| $4.74M | ﹤0.01% |
582,562
-14,909
| -2% | -$121K |
|
1682
Surmodics
SRDX
$461M
| $4.72M | ﹤0.01% |
97,991
+3,412
| +4% | +$164K |
|
1683
Under Armour Class C
UA
$2.1B
| $4.72M | ﹤0.01% |
261,461
-5,499
| -2% | -$99.2K |
|
1684
Comtech Telecommunications
CMTL
$68.2M
| $4.68M | ﹤0.01% |
197,544
-26,277
| -12% | -$623K |
|
|
SLCA
1685
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $4.67M | ﹤0.01% |
496,753
-14,000
| -3% | -$132K |
|
1686
National Vision
EYE
$1.84B
| $4.67M | ﹤0.01% |
97,256
-29,807
| -23% | -$1.43M |
|
1687
Cloudflare
NET
$78.3B
| $4.65M | ﹤0.01% |
35,390
+567
| +2% | +$74.5K |
|
1688
Thryv Holdings
THRY
$571M
| $4.65M | ﹤0.01% |
+112,999
| New | +$4.65M |
|
|
ESGR
1689
DELISTED
Enstar Group
ESGR
| $4.64M | ﹤0.01% |
18,730
+6,214
| +50% | +$1.54M |
|
|
INVX
1690
Innovex International, Inc.
INVX
$1.16B
| $4.63M | ﹤0.01% |
235,449
-6,044
| -3% | -$119K |
|
1691
Organogenesis Holdings
ORGO
$639M
| $4.62M | ﹤0.01% |
500,077
+2,630
| +0.5% | +$24.3K |
|
1692
Chord Energy
CHRD
$6B
| $4.61M | ﹤0.01% |
36,609
+8,864
| +32% | +$1.12M |
|
1693
Leslie's
LESL
$62.2M
| $4.61M | ﹤0.01% |
194,875
+182,918
| +1,530% | +$4.33M |
|
1694
Ethan Allen Interiors
ETD
$753M
| $4.61M | ﹤0.01% |
175,288
-28,224
| -14% | -$742K |
|
1695
Pilgrim's Pride
PPC
$10.5B
| $4.58M | ﹤0.01% |
162,340
-2,337
| -1% | -$65.9K |
|
1696
ProPetro Holding
PUMP
$506M
| $4.57M | ﹤0.01% |
564,001
-113,498
| -17% | -$919K |
|
1697
WisdomTree
WT
$2.08B
| $4.56M | ﹤0.01% |
745,145
-21,106
| -3% | -$129K |
|
1698
CommScope
COMM
$3.67B
| $4.55M | ﹤0.01% |
412,373
-38,130
| -8% | -$421K |
|
1699
Insulet
PODD
$23.8B
| $4.55M | ﹤0.01% |
17,110
-4,675
| -21% | -$1.24M |
|
1700
Orthofix Medical
OFIX
$592M
| $4.55M | ﹤0.01% |
146,373
-6,046
| -4% | -$188K |
|