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 | |
|---|---|---|---|---|---|---|
1876
Park Aerospace
PKE
$381M
| $1.71M | ﹤0.01% |
129,707
-2,372
| -2% | -$31.3K |
|
|
NUAN
1877
DELISTED
Nuance Communications, Inc.
NUAN
| $1.71M | ﹤0.01% |
30,906
+5,950
| +24% | +$329K |
|
|
ACRE
1878
Ares Commercial Real Estate
ACRE
$269M
| $1.7M | ﹤0.01% |
116,881
-13,356
| -10% | -$194K |
|
1879
Sabesp
SBS
$16.1B
| $1.69M | ﹤0.01% |
229,911
+58,179
| +34% | +$427K |
|
1880
BlueLinx
BXC
$637M
| $1.69M | ﹤0.01% |
17,603
+2,117
| +14% | +$203K |
|
|
CAMP
1881
DELISTED
CalAmp Corp.
CAMP
| $1.69M | ﹤0.01% |
10,380
-76
| -0.7% | -$12.3K |
|
1882
Coca-Cola Europacific Partners
CCEP
$41.1B
| $1.68M | ﹤0.01% |
30,088
-3,311
| -10% | -$185K |
|
1883
Sarepta Therapeutics
SRPT
$1.82B
| $1.68M | ﹤0.01% |
18,626
-5,173
| -22% | -$466K |
|
1884
Beam Therapeutics
BEAM
$2.12B
| $1.68M | ﹤0.01% |
21,017
-5,632
| -21% | -$449K |
|
1885
PG&E
PCG
$33.6B
| $1.67M | ﹤0.01% |
137,854
-16,231
| -11% | -$197K |
|
1886
CBIZ
CBZ
$3.09B
| $1.67M | ﹤0.01% |
+42,734
| New | +$1.67M |
|
1887
Equitable Holdings
EQH
$16.1B
| $1.67M | ﹤0.01% |
50,972
-4,584
| -8% | -$150K |
|
|
GHL
1888
DELISTED
Greenhill & Co., Inc.
GHL
| $1.66M | ﹤0.01% |
92,553
-5,830
| -6% | -$105K |
|
1889
Barnes & Noble Education
BNED
$290M
| $1.64M | ﹤0.01% |
2,406
-49
| -2% | -$33.4K |
|
|
ZEN
1890
DELISTED
ZENDESK INC
ZEN
| $1.64M | ﹤0.01% |
15,714
-220,122
| -93% | -$22.9M |
|
|
IMGN
1891
DELISTED
Immunogen Inc
IMGN
| $1.63M | ﹤0.01% |
219,341
-29,618
| -12% | -$220K |
|
1892
DraftKings
DKNG
$22.5B
| $1.6M | ﹤0.01% |
58,381
-180,705
| -76% | -$4.96M |
|
|
EVRI
1893
DELISTED
Everi Holdings
EVRI
| $1.6M | ﹤0.01% |
75,073
+3,598
| +5% | +$76.8K |
|
1894
Lyft
LYFT
$7.68B
| $1.6M | ﹤0.01% |
37,458
+600
| +2% | +$25.6K |
|
|
SHYF
1895
DELISTED
The Shyft Group
SHYF
| $1.59M | ﹤0.01% |
32,362
+25,096
| +345% | +$1.23M |
|
1896
Rithm Capital
RITM
$6.68B
| $1.59M | ﹤0.01% |
148,168
-89,402
| -38% | -$958K |
|
1897
Vanguard Real Estate ETF
VNQ
$34.9B
| $1.58M | ﹤0.01% |
15,520
-12,280
| -44% | -$1.25M |
|
1898
IAC Inc
IAC
$2.92B
| $1.58M | ﹤0.01% |
14,682
-470
| -3% | -$50.4K |
|
1899
Super Micro Computer
SMCI
$26.2B
| $1.56M | ﹤0.01% |
355,410
-148,430
| -29% | -$652K |
|
1900
AMC Entertainment Holdings
AMC
$1.44B
| $1.56M | ﹤0.01% |
5,736
+149
| +3% | +$40.5K |
|