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 | |
|---|---|---|---|---|---|---|
1776
Bristow Group
VTOL
$1.09B
| $1.45M | ﹤0.01% |
77,441
+1,838
| +2% | +$34.4K |
|
|
FCB
1777
DELISTED
FCB Financial Holdings, Inc.
FCB
| $1.45M | ﹤0.01% |
28,315
+2,597
| +10% | +$133K |
|
1778
Olympic Steel
ZEUS
$379M
| $1.44M | ﹤0.01% |
69,966
+1,827
| +3% | +$37.5K |
|
1779
Seneca Foods Class A
SENEA
$765M
| $1.43M | ﹤0.01% |
51,771
+1,090
| +2% | +$30.2K |
|
|
BELFB
1780
Bel Fuse Class B
BELFB
$1.82B
| $1.43M | ﹤0.01% |
75,569
+1,792
| +2% | +$33.9K |
|
1781
Orion Group Holdings
ORN
$301M
| $1.42M | ﹤0.01% |
216,148
+5,120
| +2% | +$33.7K |
|
|
GTT
1782
DELISTED
GTT Communications, Inc.
GTT
| $1.42M | ﹤0.01% |
24,996
+2,977
| +14% | +$169K |
|
1783
Agilysys
AGYS
$3.1B
| $1.41M | ﹤0.01% |
117,937
+3,344
| +3% | +$39.9K |
|
1784
SS&C Technologies
SSNC
$21.7B
| $1.39M | ﹤0.01% |
25,946
-4,835
| -16% | -$259K |
|
1785
Natera
NTRA
$23.1B
| $1.38M | ﹤0.01% |
148,604
-7,154
| -5% | -$66.3K |
|
1786
Spirit AeroSystems
SPR
$4.8B
| $1.36M | ﹤0.01% |
16,188
-1,986
| -11% | -$166K |
|
1787
RBC Bearings
RBC
$12.2B
| $1.35M | ﹤0.01% |
10,881
+300
| +3% | +$37.3K |
|
1788
Varonis Systems
VRNS
$6.28B
| $1.31M | ﹤0.01% |
64,857
+7,464
| +13% | +$151K |
|
1789
Big 5 Sporting Goods
BGFV
$32.8M
| $1.31M | ﹤0.01% |
180,341
+5,085
| +3% | +$36.9K |
|
|
RWT
1790
Redwood Trust
RWT
$823M
| $1.29M | ﹤0.01% |
83,557
-4,802
| -5% | -$74.3K |
|
1791
Liquidity Services
LQDT
$836M
| $1.29M | ﹤0.01% |
198,268
+7,322
| +4% | +$47.6K |
|
|
GRUB
1792
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $1.28M | ﹤0.01% |
6,321
-1,110
| -15% | -$225K |
|
|
PETX
1793
DELISTED
Aratana Therapeutics, Inc.
PETX
| $1.27M | ﹤0.01% |
289,000
-1,900
| -0.7% | -$8.38K |
|
|
CRR
1794
DELISTED
Carbo Ceramics Inc.
CRR
| $1.22M | ﹤0.01% |
168,482
+3,983
| +2% | +$28.9K |
|
1795
Agios Pharmaceuticals
AGIO
$2.09B
| $1.22M | ﹤0.01% |
14,895
+1,533
| +11% | +$125K |
|
1796
Alcoa
AA
$8.24B
| $1.21M | ﹤0.01% |
26,978
-2,509
| -9% | -$113K |
|
1797
Gaming and Leisure Properties
GLPI
$13.7B
| $1.21M | ﹤0.01% |
36,110
+75
| +0.2% | +$2.51K |
|
1798
CommScope
COMM
$3.55B
| $1.2M | ﹤0.01% |
29,987
+7,235
| +32% | +$289K |
|
|
ARNA
1799
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $1.19M | ﹤0.01% |
30,235
+1,543
| +5% | +$60.9K |
|
1800
Eagle Bancorp
EGBN
$602M
| $1.19M | ﹤0.01% |
19,871
+2,466
| +14% | +$148K |
|