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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JOYY
1876
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $739K | ﹤0.01% |
13,996
+682
| +5% | +$36K |
|
1877
Alkermes
ALKS
$4.94B
| $735K | ﹤0.01% |
36,030
-1,115
| -3% | -$22.7K |
|
1878
LSB Industries
LXU
$602M
| $726K | ﹤0.01% |
224,663
+367
| +0.2% | +$1.19K |
|
|
AYR
1879
DELISTED
Aircastle Limited
AYR
| $725K | ﹤0.01% |
22,647
-8,492
| -27% | -$272K |
|
1880
Halozyme
HALO
$8.76B
| $705K | ﹤0.01% |
39,767
-4,577
| -10% | -$81.1K |
|
1881
Starwood Property Trust
STWD
$7.56B
| $698K | ﹤0.01% |
28,089
-1,930
| -6% | -$48K |
|
1882
Copa Holdings
CPA
$4.85B
| $696K | ﹤0.01% |
6,443
+25
| +0.4% | +$2.7K |
|
1883
The RMR Group
RMR
$284M
| $693K | ﹤0.01% |
+15,187
| New | +$693K |
|
1884
Kadant
KAI
$3.85B
| $691K | ﹤0.01% |
6,560
+276
| +4% | +$29.1K |
|
|
BHVN
1885
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $691K | ﹤0.01% |
12,689
+1,541
| +14% | +$83.9K |
|
1886
iShares US Treasury Bond ETF
GOVT
$28B
| $689K | ﹤0.01% |
26,545
+4,773
| +22% | +$124K |
|
1887
Amicus Therapeutics
FOLD
$2.46B
| $688K | ﹤0.01% |
70,659
+638
| +0.9% | +$6.21K |
|
1888
Gorman-Rupp
GRC
$1.14B
| $688K | ﹤0.01% |
18,351
+167
| +0.9% | +$6.26K |
|
|
ENLC
1889
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $686K | ﹤0.01% |
112,053
-8,061,981
| -99% | -$49.4M |
|
|
CSOD
1890
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $683K | ﹤0.01% |
11,671
-7,523
| -39% | -$440K |
|
1891
Ultragenyx Pharmaceutical
RARE
$3.07B
| $674K | ﹤0.01% |
15,778
-1,501
| -9% | -$64.1K |
|
1892
Bruker
BRKR
$4.68B
| $665K | ﹤0.01% |
13,051
-818
| -6% | -$41.7K |
|
|
BERY
1893
DELISTED
Berry Global Group, Inc.
BERY
| $662K | ﹤0.01% |
15,178
+303
| +2% | +$13.2K |
|
|
MNK
1894
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $660K | ﹤0.01% |
189,031
+119,303
| +171% | +$417K |
|
1895
AGNC Investment
AGNC
$10.8B
| $652K | ﹤0.01% |
36,883
-1,542
| -4% | -$27.3K |
|
|
BLCM
1896
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $649K | ﹤0.01% |
50,315
+14,049
| +39% | +$181K |
|
1897
ProShares Short 20+ Year Treasury ETF
TBF
$70.1M
| $647K | ﹤0.01% |
32,990
+1,968
| +6% | +$38.6K |
|
1898
York Water
YORW
$447M
| $647K | ﹤0.01% |
14,031
+302
| +2% | +$13.9K |
|
1899
Axalta
AXTA
$6.89B
| $646K | ﹤0.01% |
21,258
+3,603
| +20% | +$109K |
|
1900
Vanguard Health Care ETF
VHT
$15.7B
| $646K | ﹤0.01% |
3,367
-56
| -2% | -$10.7K |
|