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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ATHN
1751
DELISTED
Athenahealth, Inc.
ATHN
| $1.05M | ﹤0.01% |
6,523
+2,897
| +80% | +$466K |
|
1752
Liquidity Services
LQDT
$845M
| $1.05M | ﹤0.01% |
160,869
+9,723
| +6% | +$63.2K |
|
1753
IQVIA
IQV
$31.6B
| $1.04M | ﹤0.01% |
15,136
+704
| +5% | +$48.3K |
|
|
AMAG
1754
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $1.03M | ﹤0.01% |
34,282
+14,017
| +69% | +$423K |
|
1755
Dare Bioscience
DARE
$28.6M
| $1.02M | ﹤0.01% |
3,048
| – | – |
|
|
BELFB
1756
Bel Fuse Class B
BELFB
$1.83B
| $1.01M | ﹤0.01% |
58,263
+2,503
| +4% | +$43.3K |
|
1757
Harte-Hanks
HHS
$27.4M
| $1.01M | ﹤0.01% |
31,042
+1,159
| +4% | +$37.6K |
|
1758
QuinStreet
QNST
$910M
| $1M | ﹤0.01% |
234,072
+10,136
| +5% | +$43.5K |
|
1759
Agilysys
AGYS
$3.06B
| $996K | ﹤0.01% |
99,659
+4,466
| +5% | +$44.6K |
|
1760
Vicor
VICR
$2.29B
| $990K | ﹤0.01% |
108,538
+4,847
| +5% | +$44.2K |
|
1761
Cheniere Energy
LNG
$51.9B
| $988K | ﹤0.01% |
26,520
-5,303
| -17% | -$198K |
|
|
CPN
1762
DELISTED
Calpine Corporation
CPN
| $970K | ﹤0.01% |
67,055
-1,971,979
| -97% | -$28.5M |
|
|
BBOX
1763
DELISTED
Black Box Corp
BBOX
| $965K | ﹤0.01% |
101,245
+4,422
| +5% | +$42.1K |
|
|
EVHC
1764
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $961K | ﹤0.01% |
12,362
+1,891
| +18% | +$147K |
|
|
WFT
1765
DELISTED
Weatherford International plc
WFT
| $954K | ﹤0.01% |
113,659
+1,760
| +2% | +$14.8K |
|
|
TWTR
1766
DELISTED
Twitter, Inc.
TWTR
| $952K | ﹤0.01% |
41,124
+593
| +1% | +$13.7K |
|
|
PES
1767
DELISTED
Pioneer Energy Services Corp.
PES
| $949K | ﹤0.01% |
437,258
+16,087
| +4% | +$34.9K |
|
|
DYAX
1768
DELISTED
DYAX CORPORATION
DYAX
| $945K | ﹤0.01% |
25,131
+123
| +0.5% | +$4.63K |
|
|
ESIO
1769
DELISTED
Electro Scientific Industries
ESIO
| $943K | ﹤0.01% |
181,791
+8,690
| +5% | +$45.1K |
|
1770
LSB Industries
LXU
$573M
| $936K | ﹤0.01% |
167,859
+7,516
| +5% | +$41.9K |
|
1771
Rapid7
RPD
$1.27B
| $928K | ﹤0.01% |
61,348
+74
| +0.1% | +$1.12K |
|
|
DISH
1772
DELISTED
DISH Network Corp.
DISH
| $925K | ﹤0.01% |
16,181
-1,183
| -7% | -$67.6K |
|
1773
Gulf Island Fabrication
GIFI
$119M
| $922K | ﹤0.01% |
88,137
+3,949
| +5% | +$41.3K |
|
1774
IAC Inc
IAC
$2.86B
| $922K | ﹤0.01% |
85,873
+1,354
| +2% | +$14.5K |
|
1775
W.P. Carey
WPC
$14.8B
| $908K | ﹤0.01% |
15,712
+199
| +1% | +$11.5K |
|