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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1801
OneMain Financial
OMF
$7.31B
| $1.24M | ﹤0.01% |
29,493
-1,733
| -6% | -$73K |
|
1802
SiriusXM
SIRI
$8.1B
| $1.24M | ﹤0.01% |
17,298
+711
| +4% | +$50.8K |
|
1803
WSFS Financial
WSFS
$3.26B
| $1.24M | ﹤0.01% |
28,095
-4,875
| -15% | -$214K |
|
1804
Teva Pharmaceuticals
TEVA
$21.7B
| $1.22M | ﹤0.01% |
124,311
+37,289
| +43% | +$365K |
|
1805
Virtu Financial
VIRT
$3.29B
| $1.21M | ﹤0.01% |
75,475
-11,997
| -14% | -$192K |
|
|
TRTN
1806
DELISTED
Triton International Limited
TRTN
| $1.21M | ﹤0.01% |
30,029
-14,053
| -32% | -$565K |
|
|
ARCH
1807
DELISTED
Arch Resources, Inc.
ARCH
| $1.2M | ﹤0.01% |
16,743
-1,338
| -7% | -$96K |
|
1808
Autohome
ATHM
$3.39B
| $1.2M | ﹤0.01% |
14,949
| – | – |
|
1809
Bandwidth Inc
BAND
$473M
| $1.18M | ﹤0.01% |
18,368
+11,172
| +155% | +$715K |
|
|
AKRX
1810
DELISTED
Akorn, Inc.
AKRX
| $1.16M | ﹤0.01% |
776,048
-733
| -0.1% | -$1.1K |
|
1811
Atkore
ATKR
$1.99B
| $1.16M | ﹤0.01% |
28,575
-7,545
| -21% | -$305K |
|
1812
Jazz Pharmaceuticals
JAZZ
$7.86B
| $1.12M | ﹤0.01% |
7,531
+905
| +14% | +$135K |
|
1813
QuidelOrtho
QDEL
$1.95B
| $1.11M | ﹤0.01% |
14,806
-8,634
| -37% | -$648K |
|
1814
Trade Desk
TTD
$25.5B
| $1.11M | ﹤0.01% |
42,750
+420
| +1% | +$10.9K |
|
1815
Westlake Corp
WLK
$11.5B
| $1.09M | ﹤0.01% |
15,567
-567
| -4% | -$39.8K |
|
|
BPMC
1816
DELISTED
Blueprint Medicines
BPMC
| $1.09M | ﹤0.01% |
13,599
-655
| -5% | -$52.5K |
|
1817
WisdomTree US High Dividend Fund
DHS
$1.29B
| $1.08M | ﹤0.01% |
14,104
-3,726
| -21% | -$286K |
|
|
EFC
1818
Ellington Financial
EFC
$1.38B
| $1.08M | ﹤0.01% |
+58,900
| New | +$1.08M |
|
1819
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.51B
| $1.08M | ﹤0.01% |
33,510
-25,515
| -43% | -$821K |
|
1820
Guardant Health
GH
$7.5B
| $1.07M | ﹤0.01% |
13,678
+350
| +3% | +$27.4K |
|
1821
KLX Energy Services
KLXE
$33.7M
| $1.07M | ﹤0.01% |
33,196
+56
| +0.2% | +$1.8K |
|
1822
Veracyte
VCYT
$2.55B
| $1.07M | ﹤0.01% |
38,248
+16,643
| +77% | +$465K |
|
1823
Neurocrine Biosciences
NBIX
$14.3B
| $1.07M | ﹤0.01% |
9,917
-47,178
| -83% | -$5.07M |
|
|
IMMU
1824
DELISTED
Immunomedics Inc
IMMU
| $1.07M | ﹤0.01% |
50,316
-5,117
| -9% | -$108K |
|
1825
Check Point Software Technologies
CHKP
$20.7B
| $1.06M | ﹤0.01% |
9,543
-132
| -1% | -$14.6K |
|