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 |
iShares Core S&P 500 ETF
IVV
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1701
America's Car Mart
CRMT
$298M
| $2.78M | ﹤0.01% |
35,109
-365
| -1% | -$28.9K |
|
1702
Xperi
XPER
$277M
| $2.78M | ﹤0.01% |
253,982
-668
| -0.3% | -$7.3K |
|
1703
Genesco
GCO
$356M
| $2.76M | ﹤0.01% |
74,908
-4,089
| -5% | -$151K |
|
1704
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$581M
| $2.76M | ﹤0.01% |
+73,463
| New | +$2.76M |
|
1705
B. Riley Financial
RILY
$168M
| $2.76M | ﹤0.01% |
97,065
-2,086
| -2% | -$59.2K |
|
1706
Coherus Oncology, Inc. Common Stock
CHRS
$156M
| $2.75M | ﹤0.01% |
402,452
-9,135
| -2% | -$62.5K |
|
1707
Ezcorp Inc
EZPW
$1.02B
| $2.74M | ﹤0.01% |
319,082
-9,533
| -3% | -$82K |
|
1708
OraSure Technologies
OSUR
$242M
| $2.74M | ﹤0.01% |
452,098
-5,225
| -1% | -$31.6K |
|
1709
Shoe Carnival
SCVL
$650M
| $2.73M | ﹤0.01% |
106,544
-3,961
| -4% | -$102K |
|
1710
REX American Resources
REX
$1.01B
| $2.71M | ﹤0.01% |
94,741
-2,989
| -3% | -$85.5K |
|
|
WSR
1711
Whitestone REIT
WSR
$652M
| $2.7M | ﹤0.01% |
293,569
-6,551
| -2% | -$60.3K |
|
1712
Canadian Imperial Bank of Commerce
CM
$73.4B
| $2.66M | ﹤0.01% |
62,848
-26,836
| -30% | -$1.14M |
|
1713
Prothena Corp
PRTA
$445M
| $2.66M | ﹤0.01% |
54,869
-1,138
| -2% | -$55.2K |
|
1714
ATN International
ATNI
$238M
| $2.65M | ﹤0.01% |
64,796
-766
| -1% | -$31.3K |
|
1715
Haverty Furniture Companies
HVT
$380M
| $2.64M | ﹤0.01% |
82,576
-1,293
| -2% | -$41.3K |
|
|
CLLS
1716
Cellectis
CLLS
$302M
| $2.63M | ﹤0.01% |
1,361,860
+27,810
| +2% | +$53.7K |
|
1717
Workday
WDAY
$60.1B
| $2.62M | ﹤0.01% |
12,672
-2,640
| -17% | -$545K |
|
|
CUTR
1718
DELISTED
Cutera, Inc.
CUTR
| $2.61M | ﹤0.01% |
110,476
-2,552
| -2% | -$60.3K |
|
1719
Anika Therapeutics
ANIK
$124M
| $2.61M | ﹤0.01% |
90,758
-1,108
| -1% | -$31.8K |
|
1720
TruBridge
TBRG
$299M
| $2.6M | ﹤0.01% |
86,163
-874
| -1% | -$26.4K |
|
|
PRSU
1721
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.01B
| $2.6M | ﹤0.01% |
124,674
-1,599
| -1% | -$33.3K |
|
1722
DXP Enterprises
DXPE
$1.87B
| $2.57M | ﹤0.01% |
95,398
-1,086
| -1% | -$29.2K |
|
1723
Tradeweb Markets
TW
$25.3B
| $2.57M | ﹤0.01% |
32,478
-1,083
| -3% | -$85.6K |
|
1724
News Corp Class B
NWS
$17.9B
| $2.52M | ﹤0.01% |
144,784
+2,667
| +2% | +$46.5K |
|
1725
AngioDynamics
ANGO
$442M
| $2.51M | ﹤0.01% |
242,352
-3,025
| -1% | -$31.3K |
|