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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Credit Acceptance
CACC
$5.83B
| $379K | ﹤0.01% |
1,769
-111
| -6% | -$23.8K |
|
1902
Capitol Federal Financial
CFFN
$835M
| $378K | ﹤0.01% |
30,135
+11,199
| +59% | +$140K |
|
1903
Generac Holdings
GNRC
$10.7B
| $377K | ﹤0.01% |
12,652
+246
| +2% | +$7.33K |
|
1904
Dillards
DDS
$8.87B
| $377K | ﹤0.01% |
5,742
-139
| -2% | -$9.13K |
|
|
CIE
1905
DELISTED
Cobalt International Energy, Inc
CIE
| $375K | ﹤0.01% |
4,627
+1,086
| +31% | +$88K |
|
|
ELME
1906
Elme Communities
ELME
$1.51B
| $373K | ﹤0.01% |
13,790
+4,617
| +50% | +$125K |
|
|
FIT
1907
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $372K | ﹤0.01% |
+12,579
| New | +$372K |
|
1908
Prothena Corp
PRTA
$449M
| $368K | ﹤0.01% |
5,401
+108
| +2% | +$7.36K |
|
1909
T-Mobile US
TMUS
$273B
| $368K | ﹤0.01% |
9,406
-23,052
| -71% | -$902K |
|
1910
Morningstar
MORN
$10.9B
| $365K | ﹤0.01% |
4,534
-508
| -10% | -$40.9K |
|
|
CHMT
1911
DELISTED
Chemtura Corporation
CHMT
| $361K | ﹤0.01% |
13,232
+4,595
| +53% | +$125K |
|
1912
Puma Biotechnology
PBYI
$237M
| $358K | ﹤0.01% |
4,560
+47
| +1% | +$3.69K |
|
|
IMPV
1913
DELISTED
Imperva, Inc.
IMPV
| $356K | ﹤0.01% |
5,623
-246
| -4% | -$15.6K |
|
|
RDUS
1914
DELISTED
Radius Health, Inc.
RDUS
| $352K | ﹤0.01% |
5,726
+777
| +16% | +$47.8K |
|
|
MIK
1915
DELISTED
Michaels Stores, Inc
MIK
| $350K | ﹤0.01% |
15,808
-763
| -5% | -$16.9K |
|
1916
Radian Group
RDN
$4.72B
| $350K | ﹤0.01% |
26,176
-1,093,761
| -98% | -$14.6M |
|
1917
Cimpress
CMPR
$1.53B
| $349K | ﹤0.01% |
4,300
-2,431
| -36% | -$197K |
|
1918
RH
RH
$4.36B
| $347K | ﹤0.01% |
4,369
| – | – |
|
|
MORE
1919
DELISTED
Monogram Residential Trust, Inc.
MORE
| $346K | ﹤0.01% |
35,449
+13,032
| +58% | +$127K |
|
|
WLL
1920
DELISTED
Whiting Petroleum Corporation
WLL
| $344K | ﹤0.01% |
+121
| New | +$344K |
|
1921
VanEck Short High Yield Muni ETF
SHYD
$352M
| $343K | ﹤0.01% |
14,000
| – | – |
|
1922
Dolby
DLB
$6.93B
| $340K | ﹤0.01% |
10,100
-67
| -0.7% | -$2.26K |
|
|
PFPT
1923
DELISTED
Proofpoint, Inc.
PFPT
| $336K | ﹤0.01% |
5,174
+105
| +2% | +$6.82K |
|
|
OVTI
1924
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
| $336K | ﹤0.01% |
11,569
+3,747
| +48% | +$109K |
|
|
REXX
1925
DELISTED
Rex Energy Corporation
REXX
| $335K | ﹤0.01% |
31,917
+1,819
| +6% | +$19.1K |
|