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 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Advanced Drainage Systems
WMS
$11.5B
| $1.07M | ﹤0.01% |
44,945
-2,629
| -6% | -$62.7K |
|
|
GRUB
1827
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $1.07M | ﹤0.01% |
7,431
+2,363
| +47% | +$339K |
|
|
TMX
1828
DELISTED
Terminix Global Holdings, Inc.
TMX
| $1.05M | ﹤0.01% |
30,689
-522
| -2% | -$17.9K |
|
1829
Plains GP Holdings
PAGP
$3.64B
| $1.05M | ﹤0.01% |
47,901
| – | – |
|
|
TLP
1830
DELISTED
Transmontaigne
TLP
| $1.04M | ﹤0.01% |
26,225
+12,517
| +91% | +$494K |
|
|
GTT
1831
DELISTED
GTT Communications, Inc.
GTT
| $1.03M | ﹤0.01% |
22,019
+11,382
| +107% | +$534K |
|
1832
Voya Financial
VOYA
$7.3B
| $1.03M | ﹤0.01% |
20,866
+5,291
| +34% | +$262K |
|
1833
TriNet
TNET
$3.38B
| $1.03M | ﹤0.01% |
23,242
-3,477
| -13% | -$154K |
|
|
FDC
1834
DELISTED
First Data Corporation
FDC
| $1.02M | ﹤0.01% |
60,844
-9,385
| -13% | -$157K |
|
1835
Ormat Technologies
ORA
$5.48B
| $1.02M | ﹤0.01% |
15,873
-10,377
| -40% | -$664K |
|
1836
US Foods
USFD
$17.6B
| $1.01M | ﹤0.01% |
31,671
+9,228
| +41% | +$295K |
|
|
PNK
1837
DELISTED
Pinnacle Entertainment Inc.
PNK
| $1.01M | ﹤0.01% |
+30,895
| New | +$1.01M |
|
|
AVXS
1838
DELISTED
AveXis, Inc. Common Stock
AVXS
| $1.01M | ﹤0.01% |
9,121
+5,308
| +139% | +$587K |
|
1839
Eagle Bancorp
EGBN
$602M
| $1.01M | ﹤0.01% |
17,405
+13,779
| +380% | +$798K |
|
1840
Acadia Pharmaceuticals
ACAD
$4.28B
| $989K | ﹤0.01% |
32,853
+19,524
| +146% | +$588K |
|
1841
Paylocity
PCTY
$9.54B
| $985K | ﹤0.01% |
+20,873
| New | +$985K |
|
1842
Baidu
BIDU
$37.4B
| $977K | ﹤0.01% |
4,173
+876
| +27% | +$205K |
|
|
ARNA
1843
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $975K | ﹤0.01% |
+28,692
| New | +$975K |
|
1844
Puma Biotechnology
PBYI
$230M
| $969K | ﹤0.01% |
9,801
+5,344
| +120% | +$528K |
|
1845
Check Point Software Technologies
CHKP
$21.1B
| $967K | ﹤0.01% |
9,328
-64,550
| -87% | -$6.69M |
|
|
CTWS
1846
DELISTED
Connecticut Water Service Inc
CTWS
| $959K | ﹤0.01% |
16,706
+638
| +4% | +$36.6K |
|
1847
Extreme Networks
EXTR
$2.86B
| $958K | ﹤0.01% |
76,551
+63,675
| +495% | +$797K |
|
1848
EPAM Systems
EPAM
$9.16B
| $949K | ﹤0.01% |
8,831
+204
| +2% | +$21.9K |
|
1849
Universal Display
OLED
$6.91B
| $948K | ﹤0.01% |
5,495
-4,756
| -46% | -$821K |
|
1850
Middlesex Water
MSEX
$957M
| $941K | ﹤0.01% |
23,580
+293
| +1% | +$11.7K |
|