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 |
Equity Residential
EQR
|
$255M |
| 2 |
Autodesk
ADSK
|
$107M |
| 3 |
WRK
WestRock Company
WRK
|
$93.8M |
| 4 |
DuPont de Nemours
DD
|
$91.5M |
| 5 |
Brookfield
BN
|
$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
$132M |
| 2 |
Camden Property Trust
CPT
|
$124M |
| 3 |
Adobe
ADBE
|
$116M |
| 4 |
Bausch Health
BHC
|
$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BRCD
1751
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $1.09M | ﹤0.01% |
105,436
-1,504,123
| -93% | -$15.6M |
|
|
TWTR
1752
DELISTED
Twitter, Inc.
TWTR
| $1.09M | ﹤0.01% |
40,531
-55,017
| -58% | -$1.48M |
|
1753
Citizens Financial Group
CFG
$22.3B
| $1.09M | ﹤0.01% |
45,683
-6,165
| -12% | -$147K |
|
|
BELFB
1754
Bel Fuse Class B
BELFB
$1.79B
| $1.08M | ﹤0.01% |
55,760
-9,107
| -14% | -$177K |
|
1755
Alnylam Pharmaceuticals
ALNY
$59.6B
| $1.08M | ﹤0.01% |
13,447
+5,998
| +81% | +$482K |
|
|
EPZM
1756
DELISTED
Epizyme, Inc
EPZM
| $1.07M | ﹤0.01% |
83,056
+1,293
| +2% | +$16.6K |
|
1757
Ally Financial
ALLY
$12.7B
| $1.07M | ﹤0.01% |
52,293
-27,369
| -34% | -$558K |
|
1758
CoStar Group
CSGP
$37.3B
| $1.07M | ﹤0.01% |
61,570
+33,430
| +119% | +$579K |
|
1759
Agilysys
AGYS
$3.2B
| $1.06M | ﹤0.01% |
95,193
+5,035
| +6% | +$56K |
|
1760
Vicor
VICR
$2.27B
| $1.06M | ﹤0.01% |
103,691
+2,225
| +2% | +$22.7K |
|
|
PF
1761
DELISTED
Pinnacle Foods, Inc.
PF
| $1.06M | ﹤0.01% |
25,259
+2,856
| +13% | +$120K |
|
1762
Harte-Hanks
HHS
$26M
| $1.06M | ﹤0.01% |
29,883
+2,559
| +9% | +$90.3K |
|
1763
Civitas Resources
CIVI
$3.11B
| $1.05M | ﹤0.01% |
2,300
+185
| +9% | +$84.1K |
|
|
QGENF
1764
DELISTED
QIAGEN NV
QGENF
| $1.04M | ﹤0.01% |
40,417
-6,870
| -15% | -$177K |
|
|
CLD
1765
DELISTED
Cloud Peak Energy Inc
CLD
| $1.04M | ﹤0.01% |
395,925
+3,621
| +0.9% | +$9.52K |
|
|
BBG
1766
DELISTED
Bill Barrett Corp
BBG
| $1.04M | ﹤0.01% |
314,307
-3,623
| -1% | -$12K |
|
|
CLMS
1767
DELISTED
Calamos Asset Management, Inc.
CLMS
| $1.03M | ﹤0.01% |
108,638
+4,834
| +5% | +$45.8K |
|
1768
Orion Group Holdings
ORN
$293M
| $1.03M | ﹤0.01% |
171,595
+3,511
| +2% | +$21K |
|
|
MNR
1769
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $1.02M | ﹤0.01% |
105,030
-33,132
| -24% | -$323K |
|
1770
Steelcase
SCS
$1.98B
| $1.02M | ﹤0.01% |
55,361
-29,789
| -35% | -$548K |
|
|
DISH
1771
DELISTED
DISH Network Corp.
DISH
| $1.01M | ﹤0.01% |
17,364
-7,712
| -31% | -$450K |
|
1772
IQVIA
IQV
$31.9B
| $1M | ﹤0.01% |
14,432
-4,111
| -22% | -$286K |
|
1773
Seneca Foods Class A
SENEA
$765M
| $1M | ﹤0.01% |
38,087
-1,690
| -4% | -$44.6K |
|
|
GLF
1774
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $988K | ﹤0.01% |
161,674
+5,511
| +4% | +$33.7K |
|
1775
IAC Inc
IAC
$2.92B
| $986K | ﹤0.01% |
84,519
+48,804
| +137% | +$569K |
|