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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CHUY
1676
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.17M | ﹤0.01% |
111,877
-4,304
| -4% | -$122K |
|
1677
ANI Pharmaceuticals
ANIP
$2.14B
| $3.12M | ﹤0.01% |
77,594
-1,249
| -2% | -$50.2K |
|
1678
Children's Place
PLCE
$170M
| $3.12M | ﹤0.01% |
85,684
-3,125
| -4% | -$114K |
|
1679
REX American Resources
REX
$1.01B
| $3.11M | ﹤0.01% |
97,730
+701
| +0.7% | +$22.3K |
|
1680
8x8 Inc
EGHT
$285M
| $3.11M | ﹤0.01% |
719,477
-23,922
| -3% | -$103K |
|
|
ITOS
1681
DELISTED
iTeos Therapeutics
ITOS
| $3.1M | ﹤0.01% |
158,488
-10,661
| -6% | -$208K |
|
|
PRSU
1682
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $3.08M | ﹤0.01% |
126,273
-777
| -0.6% | -$19K |
|
1683
SiriusPoint
SPNT
$2.18B
| $3.07M | ﹤0.01% |
519,796
-5,380
| -1% | -$31.7K |
|
|
TVRD
1684
Tvardi Therapeutics, Inc. Common Stock
TVRD
$308M
| $3.06M | ﹤0.01% |
7,907
-268
| -3% | -$104K |
|
1685
Enviri
NVRI
$959M
| $3.06M | ﹤0.01% |
485,927
-3,054
| -0.6% | -$19.2K |
|
1686
Sarepta Therapeutics
SRPT
$1.87B
| $3.03M | ﹤0.01% |
23,406
+3,492
| +18% | +$452K |
|
|
EBIX
1687
DELISTED
Ebix Inc
EBIX
| $3.02M | ﹤0.01% |
151,314
+2,379
| +2% | +$47.5K |
|
|
MCHB
1688
Mechanics Bancorp Class A Common Stock
MCHB
$2.96B
| $3M | ﹤0.01% |
108,758
-892
| -0.8% | -$24.6K |
|
|
RUTH
1689
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $2.99M | ﹤0.01% |
193,222
-3,419
| -2% | -$52.9K |
|
|
CIR
1690
DELISTED
CIRCOR International, Inc
CIR
| $2.98M | ﹤0.01% |
124,472
-957
| -0.8% | -$22.9K |
|
|
PLYM
1691
Plymouth Industrial REIT
PLYM
$988M
| $2.97M | ﹤0.01% |
154,952
-5,025
| -3% | -$96.4K |
|
1692
ATN International
ATNI
$235M
| $2.97M | ﹤0.01% |
65,562
-585
| -0.9% | -$26.5K |
|
|
ONL
1693
Orion Office REIT
ONL
$165M
| $2.95M | ﹤0.01% |
345,883
-3,382
| -1% | -$28.9K |
|
1694
Inogen
INGN
$225M
| $2.94M | ﹤0.01% |
149,406
+1,630
| +1% | +$32.1K |
|
1695
Surmodics
SRDX
$459M
| $2.94M | ﹤0.01% |
86,233
-536
| -0.6% | -$18.3K |
|
1696
AMC Networks
AMCX
$346M
| $2.93M | ﹤0.01% |
187,271
+8,459
| +5% | +$133K |
|
1697
Oil States International
OIS
$341M
| $2.92M | ﹤0.01% |
390,808
-3,168
| -0.8% | -$23.6K |
|
|
WSR
1698
Whitestone REIT
WSR
$656M
| $2.89M | ﹤0.01% |
300,120
+13,113
| +5% | +$126K |
|
1699
SOPHiA GENETICS
SOPH
$224M
| $2.88M | ﹤0.01% |
1,396,504
-67,588
| -5% | -$139K |
|
1700
Mercer International
MERC
$204M
| $2.85M | ﹤0.01% |
244,659
-251
| -0.1% | -$2.92K |
|