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 | |
|---|---|---|---|---|---|---|
|
SUP
1826
DELISTED
Superior Industries International
SUP
| $899K | ﹤0.01% |
186,864
+1,013
| +0.5% | +$4.87K |
|
1827
Ally Financial
ALLY
$12.7B
| $896K | ﹤0.01% |
39,543
-9,820
| -20% | -$223K |
|
1828
Twilio
TWLO
$16.4B
| $896K | ﹤0.01% |
10,036
+5,832
| +139% | +$521K |
|
1829
New Oriental
EDU
$8.51B
| $895K | ﹤0.01% |
16,321
-975,987
| -98% | -$53.5M |
|
1830
Yum China
YUMC
$16.3B
| $895K | ﹤0.01% |
26,707
-6,758
| -20% | -$226K |
|
1831
SPDR S&P International Small Cap ETF
GWX
$782M
| $875K | ﹤0.01% |
+31,335
| New | +$875K |
|
1832
AGNC Investment
AGNC
$10.8B
| $867K | ﹤0.01% |
49,452
-13,970
| -22% | -$245K |
|
1833
Atlassian
TEAM
$47.8B
| $866K | ﹤0.01% |
9,733
-3,011
| -24% | -$268K |
|
1834
iShares Russell 3000 ETF
IWV
$16.7B
| $852K | ﹤0.01% |
+5,799
| New | +$852K |
|
|
TOWR
1835
DELISTED
Tower International, Inc.
TOWR
| $851K | ﹤0.01% |
35,738
-19,264
| -35% | -$459K |
|
1836
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.49B
| $850K | ﹤0.01% |
+33,999
| New | +$850K |
|
|
CTWS
1837
DELISTED
Connecticut Water Service Inc
CTWS
| $848K | ﹤0.01% |
12,686
+922
| +8% | +$61.6K |
|
1838
Euronet Worldwide
EEFT
$3.59B
| $828K | ﹤0.01% |
8,085
+476
| +6% | +$48.7K |
|
|
MYOK
1839
DELISTED
MyoKardia, Inc. Common Stock
MYOK
| $821K | ﹤0.01% |
16,808
-5,953
| -26% | -$291K |
|
1840
Spirit AeroSystems
SPR
$4.82B
| $813K | ﹤0.01% |
11,280
-3,978
| -26% | -$287K |
|
1841
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $806K | ﹤0.01% |
+8,000
| New | +$806K |
|
1842
Gulf Island Fabrication
GIFI
$120M
| $805K | ﹤0.01% |
111,432
+900
| +0.8% | +$6.5K |
|
1843
Glaukos
GKOS
$5.21B
| $804K | ﹤0.01% |
14,312
+4,181
| +41% | +$235K |
|
1844
EPAM Systems
EPAM
$9.16B
| $795K | ﹤0.01% |
6,856
-1,393
| -17% | -$162K |
|
1845
Dolby
DLB
$7.02B
| $793K | ﹤0.01% |
12,811
-32
| -0.2% | -$1.98K |
|
1846
McGrath RentCorp
MGRC
$3.04B
| $783K | ﹤0.01% |
15,203
+2,690
| +21% | +$139K |
|
1847
Coca-Cola Europacific Partners
CCEP
$41.6B
| $771K | ﹤0.01% |
16,807
+586
| +4% | +$26.9K |
|
1848
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
| $761K | ﹤0.01% |
+14,524
| New | +$761K |
|
1849
WesBanco
WSBC
$3.08B
| $759K | ﹤0.01% |
20,683
+2,785
| +16% | +$102K |
|
|
QVCGA
1850
QVC Group, Inc. Series A Common Stock
QVCGA
$79M
| $757K | ﹤0.01% |
799
+72
| +10% | +$68.2K |
|