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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brookfield
BN
|
$89.3M |
| 5 |
Hilton Worldwide
HLT
|
$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ACET
1751
DELISTED
Aceto Corp
ACET
| $1.8M | ﹤0.01% |
236,489
+10,275
| +5% | +$78.1K |
|
1752
ON Semiconductor
ON
$20.1B
| $1.79M | ﹤0.01% |
73,332
-6,043
| -8% | -$148K |
|
1753
Powell Industries
POWL
$3.24B
| $1.79M | ﹤0.01% |
66,705
+1,709
| +3% | +$45.9K |
|
1754
Autohome
ATHM
$3.39B
| $1.79M | ﹤0.01% |
20,797
| – | – |
|
|
QHC
1755
DELISTED
Quorum Health Corporation
QHC
| $1.78M | ﹤0.01% |
217,618
+5,163
| +2% | +$42.2K |
|
1756
Ally Financial
ALLY
$12.7B
| $1.78M | ﹤0.01% |
65,430
-825
| -1% | -$22.4K |
|
1757
Dolby
DLB
$6.96B
| $1.78M | ﹤0.01% |
27,951
+5,843
| +26% | +$371K |
|
1758
AGNC Investment
AGNC
$10.8B
| $1.76M | ﹤0.01% |
93,040
-38,546
| -29% | -$729K |
|
1759
Bloomin' Brands
BLMN
$605M
| $1.74M | ﹤0.01% |
71,656
+5,690
| +9% | +$138K |
|
1760
Flex
FLEX
$20.8B
| $1.73M | ﹤0.01% |
140,622
+82
| +0.1% | +$1.01K |
|
|
WAAS
1761
DELISTED
AquaVenture Holdings Limited
WAAS
| $1.73M | ﹤0.01% |
139,000
-1,000
| -0.7% | -$12.4K |
|
1762
Diamondback Energy
FANG
$40.2B
| $1.71M | ﹤0.01% |
13,523
+1,578
| +13% | +$200K |
|
|
CLD
1763
DELISTED
Cloud Peak Energy Inc
CLD
| $1.71M | ﹤0.01% |
586,564
+13,647
| +2% | +$39.7K |
|
1764
Ionis Pharmaceuticals
IONS
$9.76B
| $1.69M | ﹤0.01% |
38,277
+1,479
| +4% | +$65.2K |
|
1765
iShares Russell Mid-Cap ETF
IWR
$44.6B
| $1.65M | ﹤0.01% |
31,928
-22,360
| -41% | -$1.15M |
|
1766
Builders FirstSource
BLDR
$16.5B
| $1.62M | ﹤0.01% |
81,790
+5,610
| +7% | +$111K |
|
1767
Tile Shop Holdings
TTSH
$278M
| $1.58M | ﹤0.01% |
263,855
+6,258
| +2% | +$37.5K |
|
1768
El Pollo Loco
LOCO
$314M
| $1.58M | ﹤0.01% |
165,907
+3,938
| +2% | +$37.4K |
|
1769
Burlington
BURL
$18.4B
| $1.55M | ﹤0.01% |
11,655
-1,012
| -8% | -$135K |
|
1770
Vera Bradley
VRA
$60.6M
| $1.53M | ﹤0.01% |
144,143
+1,503
| +1% | +$15.9K |
|
1771
XPO
XPO
$15.4B
| $1.48M | ﹤0.01% |
42,133
+4,117
| +11% | +$145K |
|
1772
Sarepta Therapeutics
SRPT
$1.96B
| $1.48M | ﹤0.01% |
19,946
+530
| +3% | +$39.3K |
|
|
FRAN
1773
DELISTED
Francesca's Holdings Corporation
FRAN
| $1.47M | ﹤0.01% |
25,540
+430
| +2% | +$24.8K |
|
1774
Kopin
KOPN
$345M
| $1.46M | ﹤0.01% |
467,733
+11,098
| +2% | +$34.6K |
|
1775
Infosys
INFY
$67.9B
| $1.45M | ﹤0.01% |
+162,932
| New | +$1.45M |
|