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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Western Alliance Bancorporation
WAL
$10B
| $610K | ﹤0.01% |
19,955
+10,242
| +105% | +$313K |
|
|
QEP
1827
DELISTED
QEP RESOURCES, INC.
QEP
| $610K | ﹤0.01% |
1,824,888
-68,053
| -4% | -$22.7K |
|
|
CDR
1828
DELISTED
Cedar Realty Trust, Inc
CDR
| $608K | ﹤0.01% |
98,792
-4,085
| -4% | -$25.1K |
|
|
CONN
1829
DELISTED
Conn's Inc.
CONN
| $605K | ﹤0.01% |
144,723
-5,987
| -4% | -$25K |
|
|
TUP
1830
DELISTED
Tupperware Brands Corporation
TUP
| $601K | ﹤0.01% |
370,986
-15,343
| -4% | -$24.9K |
|
|
BMCH
1831
DELISTED
BMC Stock Holdings, Inc
BMCH
| $595K | ﹤0.01% |
33,565
+139
| +0.4% | +$2.46K |
|
1832
Spectrum Brands
SPB
$1.38B
| $592K | ﹤0.01% |
16,273
-90
| -0.6% | -$3.27K |
|
1833
ON Semiconductor
ON
$20.1B
| $590K | ﹤0.01% |
47,459
-418,023
| -90% | -$5.2M |
|
1834
WSFS Financial
WSFS
$3.26B
| $589K | ﹤0.01% |
23,644
-4,451
| -16% | -$111K |
|
1835
Titan International
TWI
$562M
| $588K | ﹤0.01% |
379,636
-15,700
| -4% | -$24.3K |
|
|
ARNA
1836
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $587K | ﹤0.01% |
13,983
+739
| +6% | +$31K |
|
|
BGG
1837
DELISTED
Briggs & Stratton Corp.
BGG
| $583K | ﹤0.01% |
322,317
-13,330
| -4% | -$24.1K |
|
1838
Alkermes
ALKS
$4.94B
| $580K | ﹤0.01% |
40,221
+4,191
| +12% | +$60.4K |
|
1839
Levi Strauss
LEVI
$8.79B
| $578K | ﹤0.01% |
46,510
+192
| +0.4% | +$2.39K |
|
1840
Penske Automotive Group
PAG
$12.4B
| $572K | ﹤0.01% |
20,435
-12,845
| -39% | -$360K |
|
|
CCXI
1841
DELISTED
ChemoCentryx, Inc.
CCXI
| $571K | ﹤0.01% |
14,223
+468
| +3% | +$18.8K |
|
1842
York Water
YORW
$447M
| $569K | ﹤0.01% |
13,083
-948
| -7% | -$41.2K |
|
|
HDS
1843
DELISTED
HD Supply Holdings, Inc.
HDS
| $563K | ﹤0.01% |
19,820
+8,379
| +73% | +$238K |
|
1844
Dropbox
DBX
$8.06B
| $561K | ﹤0.01% |
31,000
+1,844
| +6% | +$33.4K |
|
1845
Vanguard Health Care ETF
VHT
$15.7B
| $554K | ﹤0.01% |
3,338
-29
| -0.9% | -$4.81K |
|
1846
Armstrong World Industries
AWI
$8.58B
| $549K | ﹤0.01% |
6,911
+140
| +2% | +$11.1K |
|
|
GPOR
1847
DELISTED
Gulfport Energy Corp.
GPOR
| $549K | ﹤0.01% |
1,233,852
-57,768
| -4% | -$25.7K |
|
|
AYX
1848
DELISTED
Alteryx, Inc.
AYX
| $547K | ﹤0.01% |
5,745
-124
| -2% | -$11.8K |
|
|
CHAP
1849
DELISTED
Chaparral Energy, Inc.
CHAP
| $543K | ﹤0.01% |
1,155,102
| – | – |
|
|
PETQ
1850
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $541K | ﹤0.01% |
23,276
+97
| +0.4% | +$2.26K |
|