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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1701
Lennar Class B
LEN.B
$35.4B
| $2.27M | ﹤0.01% |
53,313
-232
| -0.4% | -$9.86K |
|
1702
Inspire Medical Systems
INSP
$2.47B
| $2.26M | ﹤0.01% |
30,440
+7,174
| +31% | +$532K |
|
1703
Mueller Water Products
MWA
$4.18B
| $2.25M | ﹤0.01% |
188,159
+21,772
| +13% | +$261K |
|
|
GHL
1704
DELISTED
Greenhill & Co., Inc.
GHL
| $2.25M | ﹤0.01% |
131,647
-14,907
| -10% | -$255K |
|
1705
Vera Bradley
VRA
$65.9M
| $2.24M | ﹤0.01% |
189,461
-1,399
| -0.7% | -$16.5K |
|
|
AMTD
1706
DELISTED
TD Ameritrade Holding Corp
AMTD
| $2.24M | ﹤0.01% |
44,981
+736
| +2% | +$36.6K |
|
|
BGG
1707
DELISTED
Briggs & Stratton Corp.
BGG
| $2.24M | ﹤0.01% |
335,647
+3,938
| +1% | +$26.2K |
|
1708
NovoCure
NVCR
$1.41B
| $2.23M | ﹤0.01% |
26,421
+1,814
| +7% | +$153K |
|
|
LL
1709
DELISTED
LL Flooring Holdings, Inc.
LL
| $2.22M | ﹤0.01% |
226,825
+147
| +0.1% | +$1.44K |
|
|
RRD
1710
DELISTED
RR Donnelley & Sons Co.
RRD
| $2.21M | ﹤0.01% |
560,150
+1,729
| +0.3% | +$6.83K |
|
1711
Adaptive Biotechnologies
ADPT
$1.91B
| $2.21M | ﹤0.01% |
73,870
+3,743
| +5% | +$112K |
|
1712
Seneca Foods Class A
SENEA
$765M
| $2.21M | ﹤0.01% |
54,061
-56
| -0.1% | -$2.28K |
|
|
NVTA
1713
DELISTED
Invitae Corporation
NVTA
| $2.19M | ﹤0.01% |
135,771
+78,598
| +137% | +$1.27M |
|
1714
Veeva Systems
VEEV
$46.3B
| $2.17M | ﹤0.01% |
15,419
-1,643
| -10% | -$231K |
|
1715
Burlington
BURL
$18.3B
| $2.17M | ﹤0.01% |
9,496
+2,801
| +42% | +$639K |
|
1716
Ionis Pharmaceuticals
IONS
$9.72B
| $2.14M | ﹤0.01% |
35,458
-465
| -1% | -$28.1K |
|
1717
STAG Industrial
STAG
$6.84B
| $2.1M | ﹤0.01% |
66,578
-5,616
| -8% | -$177K |
|
1718
Lattice Semiconductor
LSCC
$9.13B
| $2.1M | ﹤0.01% |
109,504
+36,461
| +50% | +$698K |
|
1719
Tradeweb Markets
TW
$25.5B
| $2.09M | ﹤0.01% |
+45,084
| New | +$2.09M |
|
1720
Avantor
AVTR
$8.95B
| $2.09M | ﹤0.01% |
+114,935
| New | +$2.09M |
|
1721
American Coastal Insurance
ACIC
$550M
| $2.07M | ﹤0.01% |
163,954
+285
| +0.2% | +$3.59K |
|
1722
iShares US Real Estate ETF
IYR
$3.74B
| $2.07M | ﹤0.01% |
+22,202
| New | +$2.07M |
|
1723
Ally Financial
ALLY
$12.7B
| $2.06M | ﹤0.01% |
67,486
-2,621
| -4% | -$80.1K |
|
1724
ADT
ADT
$7.07B
| $2.04M | ﹤0.01% |
257,743
-10,280
| -4% | -$81.5K |
|
|
CHAP
1725
DELISTED
Chaparral Energy, Inc.
CHAP
| $2.03M | ﹤0.01% |
1,155,102
| – | – |
|