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 |
Aon
AON
|
+$237M |
| 2 |
Intel
INTC
|
+$146M |
| 3 |
RTX Corp
RTX
|
+$142M |
| 4 |
Adobe
ADBE
|
+$116M |
| 5 |
Entergy
ETR
|
+$116M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
+$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
+$122M |
| 3 |
Norfolk Southern
NSC
|
+$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
+$100M |
| 5 |
Gentex
GNTX
|
+$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AFSI
1926
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $343K | ﹤0.01% |
16,432
-5,750
| -26% | -$120K |
|
1927
Protolabs
PRLB
$1.18B
| $340K | ﹤0.01% |
4,150
-540
| -12% | -$44.2K |
|
|
ABCO
1928
DELISTED
Advisory Board Co/The
ABCO
| $340K | ﹤0.01% |
6,560
-3,160
| -33% | -$164K |
|
1929
Rithm Capital
RITM
$6.64B
| $339K | ﹤0.01% |
26,927
-3,041
| -10% | -$38.3K |
|
1930
Amkor Technology
AMKR
$6.15B
| $338K | ﹤0.01% |
30,196
+124
| +0.4% | +$1.39K |
|
|
WSTC
1931
DELISTED
West Corporation
WSTC
| $338K | ﹤0.01% |
12,627
+2,668
| +27% | +$71.4K |
|
1932
The Greenbrier Companies
GBX
$1.42B
| $337K | ﹤0.01% |
5,843
-846
| -13% | -$48.8K |
|
1933
Pricesmart
PSMT
$3.41B
| $336K | ﹤0.01% |
3,859
-1,384
| -26% | -$121K |
|
1934
Cogent Communications
CCOI
$1.79B
| $335K | ﹤0.01% |
9,694
-4,890
| -34% | -$169K |
|
|
ELME
1935
Elme Communities
ELME
$1.51B
| $331K | ﹤0.01% |
12,725
-7,936
| -38% | -$206K |
|
|
WMGI
1936
DELISTED
Wright Medical Group Inc
WMGI
| $331K | ﹤0.01% |
10,535
+808
| +8% | +$25.4K |
|
|
SFLY
1937
DELISTED
Shutterfly, Inc.
SFLY
| $329K | ﹤0.01% |
7,634
-2,841
| -27% | -$122K |
|
1938
Globus Medical
GMED
$7.98B
| $327K | ﹤0.01% |
13,672
-3,201
| -19% | -$76.6K |
|
1939
Gentherm
THRM
$1.09B
| $327K | ﹤0.01% |
7,360
-3,150
| -30% | -$140K |
|
1940
EPAM Systems
EPAM
$9.19B
| $323K | ﹤0.01% |
7,385
+260
| +4% | +$11.4K |
|
1941
Unisys
UIS
$279M
| $323K | ﹤0.01% |
13,055
+800
| +7% | +$19.8K |
|
1942
Kennedy-Wilson Holdings
KW
$1.2B
| $322K | ﹤0.01% |
12,005
-2,537
| -17% | -$68K |
|
1943
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.86B
| $322K | ﹤0.01% |
+10,386
| New | +$322K |
|
1944
BGC Group
BGC
$4.76B
| $321K | ﹤0.01% |
67,070
+6,319
| +10% | +$30.2K |
|
|
SN
1945
DELISTED
Sanchez Energy Corporation
SN
| $320K | ﹤0.01% |
8,504
-1,529
| -15% | -$57.5K |
|
1946
Vanguard FTSE Europe ETF
VGK
$27B
| $318K | ﹤0.01% |
+5,300
| New | +$318K |
|
1947
Hilltop Holdings
HTH
$2.19B
| $317K | ﹤0.01% |
14,911
-2,093
| -12% | -$44.5K |
|
1948
Tronox
TROX
$755M
| $316K | ﹤0.01% |
+11,744
| New | +$316K |
|
|
TPLM
1949
DELISTED
Triangle Petroleum Corporation
TPLM
| $315K | ﹤0.01% |
26,838
-3,285
| -11% | -$38.6K |
|
1950
RBC Bearings
RBC
$11.8B
| $314K | ﹤0.01% |
4,908
-2,476
| -34% | -$158K |
|