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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DGI
1926
DELISTED
DigitalGlobe Inc.
DGI
| $334K | ﹤0.01% |
12,154
+126
| +1% | +$3.46K |
|
1927
Penske Automotive Group
PAG
$12.3B
| $330K | ﹤0.01% |
6,856
+461
| +7% | +$22.2K |
|
1928
Otter Tail
OTTR
$3.46B
| $328K | ﹤0.01% |
9,479
+541
| +6% | +$18.7K |
|
1929
Precigen
PGEN
$1.23B
| $325K | ﹤0.01% |
11,710
-31
| -0.3% | -$860 |
|
1930
Generac Holdings
GNRC
$10.7B
| $321K | ﹤0.01% |
8,842
+99
| +1% | +$3.59K |
|
|
SWFT
1931
DELISTED
Swift Transportation Company
SWFT
| $321K | ﹤0.01% |
14,952
-470
| -3% | -$10.1K |
|
1932
Ambarella
AMBA
$3.61B
| $320K | ﹤0.01% |
4,348
+70
| +2% | +$5.15K |
|
1933
Exact Sciences
EXAS
$10.5B
| $320K | ﹤0.01% |
17,232
-234,207
| -93% | -$4.35M |
|
|
SFLY
1934
DELISTED
Shutterfly, Inc.
SFLY
| $319K | ﹤0.01% |
7,157
+80
| +1% | +$3.57K |
|
1935
Insulet
PODD
$24.8B
| $318K | ﹤0.01% |
7,759
+86
| +1% | +$3.53K |
|
|
NGHC
1936
DELISTED
National General Holdings Corp
NGHC
| $318K | ﹤0.01% |
14,279
+204
| +1% | +$4.54K |
|
|
FLTX
1937
DELISTED
Fleetmatics Group PLC
FLTX
| $318K | ﹤0.01% |
5,303
+59
| +1% | +$3.54K |
|
1938
Southern Copper
SCCO
$81.1B
| $317K | ﹤0.01% |
12,644
-21,627
| -63% | -$542K |
|
1939
Dave & Buster's
PLAY
$771M
| $316K | ﹤0.01% |
8,060
+357
| +5% | +$14K |
|
1940
Verint Systems
VRNT
$1.23B
| $316K | ﹤0.01% |
16,464
+171
| +1% | +$3.28K |
|
1941
Agios Pharmaceuticals
AGIO
$2.1B
| $315K | ﹤0.01% |
5,956
| – | – |
|
|
SYNT
1942
DELISTED
Syntel Inc
SYNT
| $314K | ﹤0.01% |
7,481
+224
| +3% | +$9.4K |
|
|
CSOD
1943
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $313K | ﹤0.01% |
6,812
+76
| +1% | +$3.49K |
|
1944
Huron Consulting
HURN
$2.42B
| $312K | ﹤0.01% |
5,218
+204
| +4% | +$12.2K |
|
|
WLL
1945
DELISTED
Whiting Petroleum Corporation
WLL
| $312K | ﹤0.01% |
119
+10
| +9% | +$26.2K |
|
1946
Civitas Resources
CIVI
$3.01B
| $308K | ﹤0.01% |
2,708
+142
| +6% | +$16.2K |
|
1947
Evertec
EVTC
$2.18B
| $304K | ﹤0.01% |
18,094
+1,104
| +6% | +$18.5K |
|
|
RDUS
1948
DELISTED
Radius Health, Inc.
RDUS
| $304K | ﹤0.01% |
5,616
+63
| +1% | +$3.41K |
|
|
GNC
1949
DELISTED
GNC Holdings, Inc.
GNC
| $304K | ﹤0.01% |
14,867
+997
| +7% | +$20.4K |
|
|
TMH
1950
DELISTED
Team Health Holdings Inc
TMH
| $299K | ﹤0.01% |
9,179
+102
| +1% | +$3.32K |
|