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 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BBG
1701
DELISTED
Bill Barrett Corp
BBG
| $2.51M | ﹤0.01% |
585,978
-7,899
| -1% | -$33.9K |
|
1702
TruBridge
TBRG
$299M
| $2.48M | ﹤0.01% |
84,027
+2,692
| +3% | +$79.5K |
|
1703
Zumiez
ZUMZ
$356M
| $2.48M | ﹤0.01% |
136,808
+2,658
| +2% | +$48.1K |
|
1704
BioMarin Pharmaceuticals
BMRN
$10.5B
| $2.47M | ﹤0.01% |
26,504
-6,215
| -19% | -$578K |
|
|
ICON
1705
DELISTED
Iconix Brand Group, Inc.
ICON
| $2.45M | ﹤0.01% |
43,055
-347
| -0.8% | -$19.7K |
|
1706
Spok Holdings
SPOK
$356M
| $2.43M | ﹤0.01% |
158,125
-5,546
| -3% | -$85.1K |
|
|
PETX
1707
DELISTED
Aratana Therapeutics, Inc.
PETX
| $2.42M | ﹤0.01% |
394,585
+3,200
| +0.8% | +$19.6K |
|
1708
Cato Corp
CATO
$89.6M
| $2.36M | ﹤0.01% |
178,608
-3,946
| -2% | -$52.2K |
|
1709
Tesla
TSLA
$1.12T
| $2.36M | ﹤0.01% |
103,545
-28,080
| -21% | -$639K |
|
1710
Paycom
PAYC
$12.4B
| $2.35M | ﹤0.01% |
31,394
-1,067
| -3% | -$80K |
|
1711
HCI Group
HCI
$2.31B
| $2.33M | ﹤0.01% |
60,998
-1,279
| -2% | -$48.9K |
|
|
BELFB
1712
Bel Fuse Class B
BELFB
$1.84B
| $2.32M | ﹤0.01% |
74,425
+7,822
| +12% | +$244K |
|
1713
News Corp Class B
NWS
$17.8B
| $2.3M | ﹤0.01% |
168,513
-17,396
| -9% | -$237K |
|
|
BRS
1714
DELISTED
Bristow Group, Inc.
BRS
| $2.27M | ﹤0.01% |
242,443
-1,320
| -0.5% | -$12.3K |
|
|
RRTS
1715
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
| $2.26M | ﹤0.01% |
9,480
+268
| +3% | +$63.9K |
|
|
PERY
1716
DELISTED
Perry Ellis International Inc
PERY
| $2.24M | ﹤0.01% |
94,797
+1,451
| +2% | +$34.3K |
|
|
FRAN
1717
DELISTED
Francesca's Holdings Corporation
FRAN
| $2.24M | ﹤0.01% |
25,364
+91
| +0.4% | +$8.04K |
|
|
HIBB
1718
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $2.24M | ﹤0.01% |
157,204
-1,329
| -0.8% | -$18.9K |
|
|
SCMP
1719
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
| $2.24M | ﹤0.01% |
189,574
-1,271
| -0.7% | -$15K |
|
|
DSPG
1720
DELISTED
DSP Group Inc
DSPG
| $2.18M | ﹤0.01% |
167,795
-825
| -0.5% | -$10.7K |
|
1721
Natera
NTRA
$23.3B
| $2.17M | ﹤0.01% |
168,581
+55,894
| +50% | +$720K |
|
|
RVNC
1722
DELISTED
Revance Therapeutics, Inc.
RVNC
| $2.15M | ﹤0.01% |
78,059
-3,375
| -4% | -$93K |
|
1723
Digi International
DGII
$1.27B
| $2.12M | ﹤0.01% |
200,148
-1,695
| -0.8% | -$18K |
|
|
CLD
1724
DELISTED
Cloud Peak Energy Inc
CLD
| $2.11M | ﹤0.01% |
577,297
-5,249
| -0.9% | -$19.2K |
|
1725
MacroGenics
MGNX
$109M
| $2.11M | ﹤0.01% |
114,125
+700
| +0.6% | +$12.9K |
|