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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
TruBridge
TBRG
$312M
| $3.33M | ﹤0.01% |
113,654
-1,109
| -1% | -$32.5K |
|
1777
United Fire Group
UFCS
$801M
| $3.33M | ﹤0.01% |
143,517
-3,927
| -3% | -$91.1K |
|
1778
Agios Pharmaceuticals
AGIO
$2.12B
| $3.31M | ﹤0.01% |
100,819
-11,054
| -10% | -$363K |
|
|
LL
1779
DELISTED
LL Flooring Holdings, Inc.
LL
| $3.3M | ﹤0.01% |
193,544
-65,847
| -25% | -$1.12M |
|
1780
Carvana
CVNA
$49.3B
| $3.28M | ﹤0.01% |
14,129
+941
| +7% | +$218K |
|
1781
Peloton Interactive
PTON
$3.15B
| $3.27M | ﹤0.01% |
91,450
+57,987
| +173% | +$2.07M |
|
1782
Health Catalyst
HCAT
$229M
| $3.27M | ﹤0.01% |
82,407
-32,223
| -28% | -$1.28M |
|
1783
10x Genomics
TXG
$1.62B
| $3.26M | ﹤0.01% |
21,850
-5,981
| -21% | -$891K |
|
1784
Fossil Group
FOSL
$162M
| $3.25M | ﹤0.01% |
316,078
-8,071
| -2% | -$83K |
|
1785
Mercer International
MERC
$208M
| $3.22M | ﹤0.01% |
268,736
-6,928
| -3% | -$83.1K |
|
1786
Crown Holdings
CCK
$11.2B
| $3.2M | ﹤0.01% |
28,914
-2,014
| -7% | -$223K |
|
1787
Universal Insurance Holdings
UVE
$713M
| $3.19M | ﹤0.01% |
187,402
-5,204
| -3% | -$88.5K |
|
1788
Cheniere Energy
LNG
$52.1B
| $3.17M | ﹤0.01% |
31,256
+1,212
| +4% | +$123K |
|
|
WSR
1789
Whitestone REIT
WSR
$664M
| $3.12M | ﹤0.01% |
308,156
+10,914
| +4% | +$111K |
|
1790
StepStone Group
STEP
$4.95B
| $3.12M | ﹤0.01% |
74,921
+66,435
| +783% | +$2.76M |
|
1791
iShares MSCI Japan ETF
EWJ
$15.8B
| $3.11M | ﹤0.01% |
46,484
+32,277
| +227% | +$2.16M |
|
1792
LPL Financial
LPLA
$27.5B
| $3.09M | ﹤0.01% |
19,287
-7,170
| -27% | -$1.15M |
|
1793
News Corp Class B
NWS
$18.2B
| $3.07M | ﹤0.01% |
136,611
-16,331
| -11% | -$367K |
|
1794
Surgery Partners
SGRY
$2.82B
| $3.07M | ﹤0.01% |
57,539
-880
| -2% | -$47K |
|
1795
Tenable Holdings
TENB
$3.66B
| $3.04M | ﹤0.01% |
55,105
-3,836
| -7% | -$211K |
|
1796
STAG Industrial
STAG
$6.75B
| $3.03M | ﹤0.01% |
63,073
-32,534
| -34% | -$1.56M |
|
|
CONN
1797
DELISTED
Conn's Inc.
CONN
| $3M | ﹤0.01% |
127,682
-2,766
| -2% | -$65.1K |
|
1798
Helix Energy Solutions
HLX
$925M
| $2.98M | ﹤0.01% |
956,439
-247,481
| -21% | -$772K |
|
1799
Casella Waste Systems
CWST
$5.93B
| $2.96M | ﹤0.01% |
34,683
+24,842
| +252% | +$2.12M |
|
1800
American Vanguard Corp
AVD
$157M
| $2.94M | ﹤0.01% |
179,451
-4,065
| -2% | -$66.6K |
|