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 |
Aon
AON
|
+$237M |
| 2 |
Intel
INTC
|
+$146M |
| 3 |
RTX Corp
RTX
|
+$142M |
| 4 |
Adobe
ADBE
|
+$116M |
| 5 |
Entergy
ETR
|
+$116M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
+$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
+$122M |
| 3 |
Norfolk Southern
NSC
|
+$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
+$100M |
| 5 |
Gentex
GNTX
|
+$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WP
1726
DELISTED
Worldpay, Inc.
WP
| $1.65M | ﹤0.01% |
49,025
+15,331
| +46% | +$515K |
|
1727
Perdoceo Education
PRDO
$2.16B
| $1.65M | ﹤0.01% |
351,954
+1,869
| +0.5% | +$8.75K |
|
|
BKMU
1728
DELISTED
Bank Mutual Corp
BKMU
| $1.63M | ﹤0.01% |
280,127
-2,386
| -0.8% | -$13.8K |
|
1729
Gulf Island Fabrication
GIFI
$120M
| $1.62M | ﹤0.01% |
75,024
+318
| +0.4% | +$6.85K |
|
1730
Alliance Resource Partners
ARLP
$2.92B
| $1.61M | ﹤0.01% |
34,424
+1,420
| +4% | +$66.2K |
|
1731
SCYNEXIS
SCYX
$43.6M
| $1.6M | ﹤0.01% |
+20,000
| New | +$1.6M |
|
|
LHCG
1732
DELISTED
LHC Group LLC
LHCG
| $1.6M | ﹤0.01% |
74,713
+1,031
| +1% | +$22K |
|
|
LMOS
1733
DELISTED
Lumos Networks Corp
LMOS
| $1.58M | ﹤0.01% |
+109,450
| New | +$1.58M |
|
1734
Hexcel
HXL
$4.93B
| $1.57M | ﹤0.01% |
38,313
-49
| -0.1% | -$2K |
|
1735
Universal Technical Institute
UTI
$1.48B
| $1.57M | ﹤0.01% |
129,099
+587
| +0.5% | +$7.13K |
|
|
BELFB
1736
Bel Fuse Class B
BELFB
$1.84B
| $1.57M | ﹤0.01% |
60,957
+838
| +1% | +$21.5K |
|
|
CLMS
1737
DELISTED
Calamos Asset Management, Inc.
CLMS
| $1.56M | ﹤0.01% |
116,247
+497
| +0.4% | +$6.66K |
|
1738
Cohu
COHU
$976M
| $1.53M | ﹤0.01% |
142,948
+1,427
| +1% | +$15.3K |
|
|
RPT
1739
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.49M | ﹤0.01% |
89,803
-182,448
| -67% | -$3.03M |
|
1740
Spirit AeroSystems
SPR
$4.76B
| $1.49M | ﹤0.01% |
44,149
+36,105
| +449% | +$1.22M |
|
1741
Digi International
DGII
$1.27B
| $1.46M | ﹤0.01% |
154,469
-13,043
| -8% | -$123K |
|
1742
OraSure Technologies
OSUR
$238M
| $1.45M | ﹤0.01% |
168,551
+145,032
| +617% | +$1.25M |
|
|
P
1743
DELISTED
Pandora Media Inc
P
| $1.38M | ﹤0.01% |
46,793
+18,765
| +67% | +$554K |
|
1744
Artivion
AORT
$1.94B
| $1.38M | ﹤0.01% |
153,876
-9,688
| -6% | -$86.7K |
|
1745
Olympic Steel
ZEUS
$365M
| $1.37M | ﹤0.01% |
55,472
+300
| +0.5% | +$7.43K |
|
1746
Select Medical
SEM
$1.54B
| $1.36M | ﹤0.01% |
162,055
+7,276
| +5% | +$61.2K |
|
1747
ON Semiconductor
ON
$19.7B
| $1.36M | ﹤0.01% |
148,366
-12,661
| -8% | -$116K |
|
|
XLRN
1748
DELISTED
Acceleron Pharma Inc.
XLRN
| $1.35M | ﹤0.01% |
39,800
| – | – |
|
|
SZMK
1749
DELISTED
SIZMEK INC COM STK (DE)
SZMK
| $1.34M | ﹤0.01% |
140,651
-11,335
| -7% | -$108K |
|
1750
Big 5 Sporting Goods
BGFV
$32.5M
| $1.34M | ﹤0.01% |
109,096
+956
| +0.9% | +$11.7K |
|