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 | |
|---|---|---|---|---|---|---|
1876
Okta
OKTA
$16.3B
| $631K | ﹤0.01% |
9,885
+4,862
| +97% | +$310K |
|
|
ATHN
1877
DELISTED
Athenahealth, Inc.
ATHN
| $625K | ﹤0.01% |
4,735
-1,609
| -25% | -$212K |
|
1878
US Foods
USFD
$17.6B
| $624K | ﹤0.01% |
19,708
-9,360
| -32% | -$296K |
|
|
CRR
1879
DELISTED
Carbo Ceramics Inc.
CRR
| $603K | ﹤0.01% |
173,330
+862
| +0.5% | +$3K |
|
|
VSI
1880
DELISTED
Vitamin Shoppe Inc.
VSI
| $602K | ﹤0.01% |
126,909
+670
| +0.5% | +$3.18K |
|
|
QHC
1881
DELISTED
Quorum Health Corporation
QHC
| $599K | ﹤0.01% |
207,330
+322
| +0.2% | +$930 |
|
1882
Ultragenyx Pharmaceutical
RARE
$3.04B
| $584K | ﹤0.01% |
13,440
-3,214
| -19% | -$140K |
|
1883
Crown Holdings
CCK
$10.9B
| $582K | ﹤0.01% |
14,002
-4,343
| -24% | -$181K |
|
|
GBT
1884
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $579K | ﹤0.01% |
14,104
-2,728
| -16% | -$112K |
|
1885
Marvell Technology
MRVL
$56.9B
| $574K | ﹤0.01% |
35,477
-32,748
| -48% | -$530K |
|
1886
Gray Television
GTN
$634M
| $570K | ﹤0.01% |
38,659
+27,149
| +236% | +$400K |
|
1887
Gorman-Rupp
GRC
$1.13B
| $567K | ﹤0.01% |
17,502
+3,242
| +23% | +$105K |
|
|
TMX
1888
DELISTED
Terminix Global Holdings, Inc.
TMX
| $564K | ﹤0.01% |
15,358
-11,570
| -43% | -$425K |
|
1889
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.1B
| $562K | ﹤0.01% |
+18,890
| New | +$562K |
|
|
MITT
1890
AG Mortgage Investment Trust
MITT
$248M
| $558K | ﹤0.01% |
11,681
+5,564
| +91% | +$266K |
|
|
AERI
1891
DELISTED
Aerie Pharmaceuticals, Inc.
AERI
| $558K | ﹤0.01% |
15,466
-3,474
| -18% | -$125K |
|
1892
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.2B
| $556K | ﹤0.01% |
+20,474
| New | +$556K |
|
1893
Amdocs
DOX
$9.44B
| $555K | ﹤0.01% |
9,480
-2,091
| -18% | -$122K |
|
1894
Trade Desk
TTD
$25.6B
| $553K | ﹤0.01% |
47,670
-23,140
| -33% | -$268K |
|
|
SEMG
1895
DELISTED
SEMGROUP CORPORATION
SEMG
| $552K | ﹤0.01% |
40,073
+6,817
| +20% | +$93.9K |
|
|
IMGN
1896
DELISTED
Immunogen Inc
IMGN
| $548K | ﹤0.01% |
114,173
+3,696
| +3% | +$17.7K |
|
1897
Copa Holdings
CPA
$4.73B
| $547K | ﹤0.01% |
6,952
-105,550
| -94% | -$8.3M |
|
1898
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.92B
| $546K | ﹤0.01% |
+18,458
| New | +$546K |
|
|
PETQ
1899
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $539K | ﹤0.01% |
+22,967
| New | +$539K |
|
1900
Voya Financial
VOYA
$7.3B
| $538K | ﹤0.01% |
13,396
-4,466
| -25% | -$179K |
|