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 | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
Spotify
SPOT
$146B
| $2.03M | ﹤0.01% |
13,548
+1,647
| +14% | +$246K |
|
|
CDR
1727
DELISTED
Cedar Realty Trust, Inc
CDR
| $2M | ﹤0.01% |
102,877
-1,344
| -1% | -$26.2K |
|
1728
Houlihan Lokey
HLI
$13.9B
| $1.99M | ﹤0.01% |
40,637
+34,923
| +611% | +$1.71M |
|
1729
Arbor Realty Trust
ABR
$2.34B
| $1.98M | ﹤0.01% |
138,178
+1,183
| +0.9% | +$17K |
|
|
VRTV
1730
DELISTED
VERITIV CORPORATION
VRTV
| $1.98M | ﹤0.01% |
100,486
+135
| +0.1% | +$2.66K |
|
1731
TETRA Technologies
TTI
$625M
| $1.97M | ﹤0.01% |
1,003,321
-576
| -0.1% | -$1.13K |
|
|
MRTX
1732
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $1.92M | ﹤0.01% |
14,884
+52
| +0.4% | +$6.7K |
|
1733
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
| $1.91M | ﹤0.01% |
47,787
-5,325
| -10% | -$212K |
|
1734
RingCentral
RNG
$2.89B
| $1.9M | ﹤0.01% |
11,292
+805
| +8% | +$136K |
|
1735
BILL Holdings
BILL
$5.24B
| $1.9M | ﹤0.01% |
+50,000
| New | +$1.9M |
|
1736
Vanguard FTSE Emerging Markets ETF
VWO
$97.2B
| $1.87M | ﹤0.01% |
42,127
+2,389
| +6% | +$106K |
|
|
CONN
1737
DELISTED
Conn's Inc.
CONN
| $1.87M | ﹤0.01% |
150,710
+251
| +0.2% | +$3.11K |
|
|
TLRD
1738
DELISTED
Tailored Brands, Inc.
TLRD
| $1.84M | ﹤0.01% |
444,931
-5,200
| -1% | -$21.5K |
|
|
HPP
1739
Hudson Pacific Properties
HPP
$1.16B
| $1.84M | ﹤0.01% |
48,840
-109,015
| -69% | -$4.1M |
|
1740
Paycom
PAYC
$12.6B
| $1.83M | ﹤0.01% |
6,910
+1,532
| +28% | +$406K |
|
|
DPLO
1741
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $1.83M | ﹤0.01% |
456,180
+1,630
| +0.4% | +$6.52K |
|
|
RETA
1742
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $1.82M | ﹤0.01% |
8,900
+476
| +6% | +$97.3K |
|
1743
Geospace Technologies
GEOS
$231M
| $1.81M | ﹤0.01% |
107,692
+180
| +0.2% | +$3.02K |
|
1744
Daktronics
DAKT
$854M
| $1.8M | ﹤0.01% |
296,056
+1,785
| +0.6% | +$10.9K |
|
1745
Applied Optoelectronics
AAOI
$1.5B
| $1.79M | ﹤0.01% |
150,996
+919
| +0.6% | +$10.9K |
|
|
HTO
1746
H2O America Common Stock
HTO
$1.78B
| $1.75M | ﹤0.01% |
24,569
-450
| -2% | -$32K |
|
1747
Cimpress
CMPR
$1.54B
| $1.74M | ﹤0.01% |
13,863
+11,344
| +450% | +$1.43M |
|
1748
Yum China
YUMC
$16.5B
| $1.74M | ﹤0.01% |
36,253
-243,605
| -87% | -$11.7M |
|
|
EXTN
1749
DELISTED
Exterran Corporation
EXTN
| $1.74M | ﹤0.01% |
222,316
-11,530
| -5% | -$90.3K |
|
1750
Spok Holdings
SPOK
$359M
| $1.69M | ﹤0.01% |
138,533
-2,756
| -2% | -$33.7K |
|