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 |
Ventas
VTR
|
+$199M |
| 2 |
Starbucks
SBUX
|
+$140M |
| 3 |
Netflix
NFLX
|
+$138M |
| 4 |
Tyler Technologies
TYL
|
+$137M |
| 5 |
Aon
AON
|
+$136M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$434M |
| 2 |
Apple
AAPL
|
+$309M |
| 3 |
Healthpeak Properties
DOC
|
+$162M |
| 4 |
NXP Semiconductors
NXPI
|
+$138M |
| 5 |
Equinix
EQIX
|
+$127M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1701
Zynex
ZYXI
$44.2M
| $2.43M | ﹤0.01% |
152,919
+27,474
| +22% | +$436K |
|
|
TGI
1702
DELISTED
Triumph Group
TGI
| $2.43M | ﹤0.01% |
372,471
-14,785
| -4% | -$96.3K |
|
|
SAVE
1703
DELISTED
Spirit Airlines, Inc.
SAVE
| $2.39M | ﹤0.01% |
148,304
+69,018
| +87% | +$1.11M |
|
1704
Shoe Carnival
SCVL
$653M
| $2.38M | ﹤0.01% |
141,774
-2,712
| -2% | -$45.5K |
|
1705
Coty
COTY
$3.51B
| $2.37M | ﹤0.01% |
876,480
+428,572
| +96% | +$1.16M |
|
1706
iRhythm Technologies
IRTC
$5.85B
| $2.33M | ﹤0.01% |
9,770
-465
| -5% | -$111K |
|
|
MYOK
1707
DELISTED
MyoKardia, Inc. Common Stock
MYOK
| $2.31M | ﹤0.01% |
16,937
-970
| -5% | -$132K |
|
|
DCOM
1708
DELISTED
Dime Community Bancshares
DCOM
| $2.3M | ﹤0.01% |
203,663
-10,579
| -5% | -$120K |
|
|
COUP
1709
DELISTED
Coupa Software Incorporated
COUP
| $2.3M | ﹤0.01% |
8,392
-1,493
| -15% | -$409K |
|
1710
Designer Brands
DBI
$229M
| $2.28M | ﹤0.01% |
420,428
+14,719
| +4% | +$79.9K |
|
1711
Precision BioSciences
DTIL
$59.1M
| $2.28M | ﹤0.01% |
12,337
+367
| +3% | +$67.8K |
|
1712
Popular Inc
BPOP
$8.45B
| $2.24M | ﹤0.01% |
61,708
+54,474
| +753% | +$1.98M |
|
|
ZEN
1713
DELISTED
ZENDESK INC
ZEN
| $2.21M | ﹤0.01% |
21,507
-1,948
| -8% | -$200K |
|
1714
EPAM Systems
EPAM
$8.53B
| $2.17M | ﹤0.01% |
6,713
-1,196
| -15% | -$387K |
|
1715
HCI Group
HCI
$2.31B
| $2.17M | ﹤0.01% |
43,980
-3,087
| -7% | -$152K |
|
|
CPE
1716
DELISTED
Callon Petroleum Company
CPE
| $2.17M | ﹤0.01% |
449,445
+62,644
| +16% | +$302K |
|
1717
Genesco
GCO
$355M
| $2.15M | ﹤0.01% |
100,006
-4,178
| -4% | -$90K |
|
|
TWNK
1718
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $2.15M | ﹤0.01% |
174,721
+71,822
| +70% | +$885K |
|
1719
ANI Pharmaceuticals
ANIP
$2.11B
| $2.15M | ﹤0.01% |
76,262
+1,357
| +2% | +$38.3K |
|
1720
Pilgrim's Pride
PPC
$10.3B
| $2.14M | ﹤0.01% |
142,833
-13,942
| -9% | -$209K |
|
1721
Vistra
VST
$70.9B
| $2.13M | ﹤0.01% |
113,140
+72,476
| +178% | +$1.37M |
|
1722
Par Pacific Holdings
PARR
$1.69B
| $2.12M | ﹤0.01% |
313,555
+8,979
| +3% | +$60.8K |
|
|
IVC
1723
DELISTED
Invacare Corporation
IVC
| $2.12M | ﹤0.01% |
282,338
+2,587
| +0.9% | +$19.5K |
|
1724
Motorcar Parts of America
MPAA
$284M
| $2.12M | ﹤0.01% |
136,055
-5,594
| -4% | -$87K |
|
1725
Sinclair Inc
SBGI
$933M
| $2.11M | ﹤0.01% |
109,863
-27,315
| -20% | -$525K |
|