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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WUBA
1701
DELISTED
58.COM INC
WUBA
| $2.95M | ﹤0.01% |
+42,585
| New | +$2.95M |
|
|
CDR
1702
DELISTED
Cedar Realty Trust, Inc
CDR
| $2.95M | ﹤0.01% |
94,668
+1,152
| +1% | +$35.9K |
|
1703
TruBridge
TBRG
$299M
| $2.92M | ﹤0.01% |
88,887
+3,457
| +4% | +$114K |
|
1704
eHealth
EHTH
$115M
| $2.88M | ﹤0.01% |
130,210
+4,602
| +4% | +$102K |
|
1705
Harmonic Inc
HLIT
$1.12B
| $2.87M | ﹤0.01% |
675,225
+31,120
| +5% | +$132K |
|
1706
Dayforce
DAY
$10.9B
| $2.81M | ﹤0.01% |
+84,650
| New | +$2.81M |
|
|
BKS
1707
DELISTED
Barnes & Noble
BKS
| $2.81M | ﹤0.01% |
442,346
+7,184
| +2% | +$45.6K |
|
1708
Digi International
DGII
$1.27B
| $2.79M | ﹤0.01% |
211,523
+4,349
| +2% | +$57.4K |
|
1709
Denali Therapeutics
DNLI
$2.14B
| $2.79M | ﹤0.01% |
182,720
+53,820
| +42% | +$821K |
|
1710
Motorcar Parts of America
MPAA
$284M
| $2.78M | ﹤0.01% |
148,598
+2,399
| +2% | +$44.9K |
|
1711
Natera
NTRA
$23.3B
| $2.78M | ﹤0.01% |
147,706
-898
| -0.6% | -$16.9K |
|
1712
Teva Pharmaceuticals
TEVA
$22.4B
| $2.78M | ﹤0.01% |
114,284
+3,390
| +3% | +$82.5K |
|
1713
Future Fuel
FF
$171M
| $2.77M | ﹤0.01% |
197,650
+3,189
| +2% | +$44.7K |
|
|
PTE
1714
DELISTED
PolarityTE, Inc. Common Stock
PTE
| $2.76M | ﹤0.01% |
+4,694
| New | +$2.76M |
|
1715
CoStar Group
CSGP
$36.6B
| $2.76M | ﹤0.01% |
66,910
+9,040
| +16% | +$373K |
|
1716
Etsy
ETSY
$5.73B
| $2.75M | ﹤0.01% |
65,201
+52,540
| +415% | +$2.22M |
|
1717
Shoe Carnival
SCVL
$653M
| $2.75M | ﹤0.01% |
169,428
-4,684
| -3% | -$76K |
|
1718
RingCentral
RNG
$2.77B
| $2.75M | ﹤0.01% |
39,059
-11,132
| -22% | -$783K |
|
1719
Tesla
TSLA
$1.12T
| $2.73M | ﹤0.01% |
119,550
+12,345
| +12% | +$282K |
|
1720
Flex
FLEX
$21.7B
| $2.73M | ﹤0.01% |
256,772
+116,150
| +83% | +$1.23M |
|
|
XYZ
1721
Block, Inc.
XYZ
$45B
| $2.7M | ﹤0.01% |
43,841
+21,593
| +97% | +$1.33M |
|
|
PERY
1722
DELISTED
Perry Ellis International Inc
PERY
| $2.69M | ﹤0.01% |
98,865
+2,791
| +3% | +$75.8K |
|
1723
Hawkins
HWKN
$3.56B
| $2.62M | ﹤0.01% |
148,156
+2,238
| +2% | +$39.6K |
|
1724
Armstrong World Industries
AWI
$8.47B
| $2.61M | ﹤0.01% |
41,322
+3,746
| +10% | +$237K |
|
|
BLCM
1725
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $2.6M | ﹤0.01% |
35,222
+19,212
| +120% | +$1.42M |
|