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 |
Restaurant Brands International
QSR
|
+$225M |
| 2 |
Liberty Media Series C
FWONK
|
+$170M |
| 3 |
Fidelity National Financial
FNF
|
+$169M |
| 4 |
PPL Corp
PPL
|
+$124M |
| 5 |
General Dynamics
GD
|
+$101M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$140M |
| 3 |
LyondellBasell Industries
LYB
|
+$113M |
| 4 |
AbbVie
ABBV
|
+$107M |
| 5 |
Trane Technologies
TT
|
+$95.5M |
Sector Composition
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.9% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Starwood Property Trust
STWD
$7.58B
| $1.16M | ﹤0.01% |
49,982
+794
| +2% | +$18.5K |
|
1777
Seneca Foods Class A
SENEA
$754M
| $1.16M | ﹤0.01% |
42,909
+18
| +0% | +$487 |
|
1778
Carisma Therapeutics
CARM
$16.9M
| $1.16M | ﹤0.01% |
4,880
+115
| +2% | +$27.3K |
|
1779
Agilysys
AGYS
$3.12B
| $1.13M | ﹤0.01% |
89,825
+560
| +0.6% | +$7.05K |
|
|
SFY
1780
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
| $1.12M | ﹤0.01% |
276,923
-1,577
| -0.6% | -$6.39K |
|
|
CTB
1781
DELISTED
Cooper Tire & Rubber Co.
CTB
| $1.11M | ﹤0.01% |
32,082
+16,829
| +110% | +$583K |
|
|
ARO
1782
DELISTED
AEROPOSTALE INC
ARO
| $1.11M | ﹤0.01% |
479,275
+3,386
| +0.7% | +$7.86K |
|
|
AWH
1783
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $1.1M | ﹤0.01% |
29,022
-99,296
| -77% | -$3.77M |
|
|
CLR
1784
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $1.09M | ﹤0.01% |
28,403
+9,204
| +48% | +$353K |
|
|
GNCA
1785
DELISTED
Genocea Biosciences, Inc.
GNCA
| $1.07M | ﹤0.01% |
19,077
+38
| +0.2% | +$2.13K |
|
|
VOXX
1786
DELISTED
VOXX International Corporation Class A
VOXX
| $1.06M | ﹤0.01% |
121,364
+815
| +0.7% | +$7.14K |
|
1787
IAC Inc
IAC
$2.82B
| $1.06M | ﹤0.01% |
+97,573
| New | +$1.06M |
|
|
SRC
1788
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $1.06M | ﹤0.01% |
19,873
+9,167
| +86% | +$489K |
|
1789
Fate Therapeutics
FATE
$116M
| $1.05M | ﹤0.01% |
207,700
+4,600
| +2% | +$23.1K |
|
1790
Visteon
VC
$3.41B
| $1.04M | ﹤0.01% |
9,752
-714
| -7% | -$76.3K |
|
1791
IQVIA
IQV
$31.9B
| $1.04M | ﹤0.01% |
17,654
-1,111
| -6% | -$65.4K |
|
1792
Madison Square Garden
MSGS
$4.94B
| $1.03M | ﹤0.01% |
+19,175
| New | +$1.03M |
|
|
DATA
1793
DELISTED
Tableau Software, Inc.
DATA
| $1.02M | ﹤0.01% |
12,088
+33
| +0.3% | +$2.8K |
|
1794
Herc Holdings
HRI
$4.51B
| $1.02M | ﹤0.01% |
13,631
-18,930
| -58% | -$1.42M |
|
1795
HubSpot
HUBS
$26B
| $1.02M | ﹤0.01% |
+30,300
| New | +$1.02M |
|
1796
Monarch Casino & Resort
MCRI
$1.84B
| $1.01M | ﹤0.01% |
61,069
+428
| +0.7% | +$7.1K |
|
1797
WESCO International
WCC
$10.4B
| $1.01M | ﹤0.01% |
13,252
+674
| +5% | +$51.4K |
|
|
ARAV
1798
DELISTED
Aravive, Inc. Common Stock
ARAV
| $1.01M | ﹤0.01% |
7,475
-141
| -2% | -$19K |
|
1799
Sally Beauty Holdings
SBH
$1.43B
| $1.01M | ﹤0.01% |
32,733
+5,167
| +19% | +$159K |
|
1800
Manitowoc
MTW
$355M
| $991K | ﹤0.01% |
+49,484
| New | +$991K |
|