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 | |
|---|---|---|---|---|---|---|
1826
Funko
FNKO
$185M
| $2.45M | ﹤0.01% |
130,316
-56,102
| -30% | -$1.05M |
|
|
HTO
1827
H2O America Common Stock
HTO
$1.74B
| $2.43M | ﹤0.01% |
33,257
-17,873
| -35% | -$1.31M |
|
|
DCT
1828
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
| $2.43M | ﹤0.01% |
80,700
-208,337
| -72% | -$6.27M |
|
1829
Rayonier Advanced Materials
RYAM
$410M
| $2.42M | ﹤0.01% |
424,090
-11,010
| -3% | -$62.9K |
|
1830
Cato Corp
CATO
$89.6M
| $2.41M | ﹤0.01% |
140,265
+6,312
| +5% | +$108K |
|
|
TRHC
1831
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $2.41M | ﹤0.01% |
160,426
-1,382
| -0.9% | -$20.7K |
|
1832
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $2.39M | ﹤0.01% |
79,672
-46,932
| -37% | -$1.41M |
|
|
TWNK
1833
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $2.36M | ﹤0.01% |
115,727
-173,449
| -60% | -$3.54M |
|
1834
Opko Health
OPK
$1.14B
| $2.35M | ﹤0.01% |
488,075
-506,797
| -51% | -$2.44M |
|
1835
Newmark Group
NMRK
$3.44B
| $2.33M | ﹤0.01% |
124,314
+93,020
| +297% | +$1.74M |
|
1836
Western Alliance Bancorporation
WAL
$9.86B
| $2.31M | ﹤0.01% |
21,483
-931
| -4% | -$100K |
|
|
AIMC
1837
DELISTED
Altra Industrial Motion Corp.
AIMC
| $2.31M | ﹤0.01% |
44,811
-85,333
| -66% | -$4.4M |
|
1838
Apollo Global Management
APO
$78.9B
| $2.27M | ﹤0.01% |
31,362
+7,655
| +32% | +$554K |
|
1839
Helios Technologies
HLIO
$1.85B
| $2.23M | ﹤0.01% |
21,205
-7,348
| -26% | -$773K |
|
1840
Celldex Therapeutics
CLDX
$1.67B
| $2.23M | ﹤0.01% |
57,603
-35,825
| -38% | -$1.38M |
|
1841
iShares US Real Estate ETF
IYR
$3.65B
| $2.2M | ﹤0.01% |
18,943
+16,305
| +618% | +$1.89M |
|
1842
Otter Tail
OTTR
$3.49B
| $2.2M | ﹤0.01% |
+30,764
| New | +$2.2M |
|
1843
Guardant Health
GH
$7.11B
| $2.19M | ﹤0.01% |
21,901
-7,564
| -26% | -$756K |
|
1844
Motorcar Parts of America
MPAA
$292M
| $2.19M | ﹤0.01% |
127,991
-2,768
| -2% | -$47.3K |
|
1845
HEICO
HEI
$44.6B
| $2.17M | ﹤0.01% |
15,019
-7,587
| -34% | -$1.09M |
|
1846
Cactus
WHD
$2.85B
| $2.16M | ﹤0.01% |
+56,524
| New | +$2.16M |
|
1847
RPC Inc
RES
$1.03B
| $2.15M | ﹤0.01% |
473,676
-11,535
| -2% | -$52.4K |
|
1848
UNIFI
UFI
$84.1M
| $2.15M | ﹤0.01% |
92,821
-2,260
| -2% | -$52.3K |
|
|
BLUE
1849
DELISTED
bluebird bio
BLUE
| $2.07M | ﹤0.01% |
10,369
-23,797
| -70% | -$4.76M |
|
1850
Oil States International
OIS
$347M
| $2.03M | ﹤0.01% |
408,380
-10,722
| -3% | -$53.3K |
|