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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Verint Systems
VRNT
$1.23B
| $1.33M | ﹤0.01% |
61,483
+45,249
| +279% | +$975K |
|
1777
GoDaddy
GDDY
$20.1B
| $1.31M | ﹤0.01% |
19,944
-6,354
| -24% | -$417K |
|
1778
Clearway Energy Class C
CWEN
$3.35B
| $1.3M | ﹤0.01% |
75,142
-4,511
| -6% | -$77.8K |
|
1779
Trip.com Group
TCOM
$47.4B
| $1.29M | ﹤0.01% |
47,557
+40,433
| +568% | +$1.09M |
|
|
IBTX
1780
DELISTED
Independent Bank Group, Inc.
IBTX
| $1.28M | ﹤0.01% |
27,997
+13,599
| +94% | +$622K |
|
1781
Halozyme
HALO
$8.87B
| $1.28M | ﹤0.01% |
87,537
+216
| +0.2% | +$3.16K |
|
|
ENV
1782
DELISTED
ENVESTNET, INC.
ENV
| $1.28M | ﹤0.01% |
26,011
+4,210
| +19% | +$207K |
|
|
IVC
1783
DELISTED
Invacare Corporation
IVC
| $1.28M | ﹤0.01% |
296,793
+2,737
| +0.9% | +$11.8K |
|
|
GRUB
1784
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $1.26M | ﹤0.01% |
8,208
-911
| -10% | -$140K |
|
1785
TAL Education Group
TAL
$6.37B
| $1.25M | ﹤0.01% |
46,867
+18,460
| +65% | +$492K |
|
|
MOMO
1786
Hello Group
MOMO
$1.21B
| $1.23M | ﹤0.01% |
51,833
+12,337
| +31% | +$293K |
|
1787
Paylocity
PCTY
$9.34B
| $1.22M | ﹤0.01% |
20,289
+870
| +4% | +$52.4K |
|
1788
Cheniere Energy
LNG
$52.1B
| $1.22M | ﹤0.01% |
20,565
-5,855
| -22% | -$346K |
|
1789
Autohome
ATHM
$3.4B
| $1.21M | ﹤0.01% |
15,504
+313
| +2% | +$24.5K |
|
1790
Barnes & Noble Education
BNED
$288M
| $1.19M | ﹤0.01% |
2,973
+56
| +2% | +$22.5K |
|
1791
Warrior Met Coal
HCC
$3.08B
| $1.19M | ﹤0.01% |
49,398
+15,320
| +45% | +$369K |
|
1792
Vanguard Total Stock Market ETF
VTI
$532B
| $1.19M | ﹤0.01% |
+9,316
| New | +$1.19M |
|
|
NXRT
1793
NexPoint Residential Trust
NXRT
$850M
| $1.16M | ﹤0.01% |
+33,129
| New | +$1.16M |
|
1794
Alkermes
ALKS
$4.45B
| $1.15M | ﹤0.01% |
38,943
-6,792
| -15% | -$201K |
|
|
TBHC
1795
The Brand House Collective, Inc. Common Stock
TBHC
$44.2M
| $1.15M | ﹤0.01% |
120,628
-6,019
| -5% | -$57.4K |
|
1796
Geospace Technologies
GEOS
$211M
| $1.14M | ﹤0.01% |
110,420
+632
| +0.6% | +$6.51K |
|
|
HTLF
1797
DELISTED
Heartland Financial USA, Inc.
HTLF
| $1.14M | ﹤0.01% |
25,845
+5,660
| +28% | +$249K |
|
|
AQUA
1798
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $1.12M | ﹤0.01% |
116,906
+63,578
| +119% | +$610K |
|
1799
QuidelOrtho
QDEL
$1.88B
| $1.11M | ﹤0.01% |
22,799
-5,985
| -21% | -$292K |
|
|
TRTX
1800
TPG RE Finance Trust
TRTX
$744M
| $1.09M | ﹤0.01% |
+59,844
| New | +$1.09M |
|