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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FOE
1926
DELISTED
Ferro Corporation
FOE
| $615K | ﹤0.01% |
29,506
+16,058
| +119% | +$335K |
|
1927
Owens Corning
OC
$13B
| $614K | ﹤0.01% |
9,694
-176,836
| -95% | -$11.2M |
|
1928
Neuronetics
STIM
$223M
| $612K | ﹤0.01% |
+22,992
| New | +$612K |
|
|
FTD
1929
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $612K | ﹤0.01% |
131,917
+3,118
| +2% | +$14.5K |
|
1930
AXIS Capital
AXS
$7.67B
| $598K | ﹤0.01% |
+10,753
| New | +$598K |
|
|
TSRO
1931
DELISTED
TESARO, Inc.
TSRO
| $592K | ﹤0.01% |
13,293
-1,220
| -8% | -$54.3K |
|
|
CBPX
1932
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
| $586K | ﹤0.01% |
+18,572
| New | +$586K |
|
1933
Kadant
KAI
$3.84B
| $585K | ﹤0.01% |
6,084
+2,485
| +69% | +$239K |
|
1934
Opko Health
OPK
$1.12B
| $585K | ﹤0.01% |
124,452
-16,127
| -11% | -$75.8K |
|
1935
Invesco Senior Loan ETF
BKLN
$6.88B
| $584K | ﹤0.01% |
25,500
| – | – |
|
1936
Euronet Worldwide
EEFT
$3.59B
| $584K | ﹤0.01% |
6,971
-1,316
| -16% | -$110K |
|
|
ICPT
1937
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $584K | ﹤0.01% |
6,962
+2,451
| +54% | +$206K |
|
1938
Puma Biotechnology
PBYI
$230M
| $583K | ﹤0.01% |
9,854
+58
| +0.6% | +$3.43K |
|
|
P
1939
DELISTED
Pandora Media Inc
P
| $583K | ﹤0.01% |
74,004
+61,186
| +477% | +$482K |
|
1940
Brixmor Property Group
BRX
$8.5B
| $579K | ﹤0.01% |
33,238
-1,173,661
| -97% | -$20.4M |
|
1941
Heron Therapeutics
HRTX
$199M
| $579K | ﹤0.01% |
+14,902
| New | +$579K |
|
|
COUP
1942
DELISTED
Coupa Software Incorporated
COUP
| $578K | ﹤0.01% |
+9,287
| New | +$578K |
|
|
ATHN
1943
DELISTED
Athenahealth, Inc.
ATHN
| $574K | ﹤0.01% |
3,605
-1,997
| -36% | -$318K |
|
1944
Novo Nordisk
NVO
$241B
| $568K | ﹤0.01% |
24,640
-1,000
| -4% | -$23.1K |
|
1945
Pure Storage
PSTG
$25.9B
| $568K | ﹤0.01% |
23,806
+1,254
| +6% | +$29.9K |
|
1946
Genpact
G
$7.71B
| $566K | ﹤0.01% |
19,555
-5,610
| -22% | -$162K |
|
|
ARNA
1947
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $566K | ﹤0.01% |
12,999
-17,236
| -57% | -$750K |
|
1948
BancFirst
BANF
$4.51B
| $552K | ﹤0.01% |
9,329
+4,586
| +97% | +$271K |
|
1949
RLJ Lodging Trust
RLJ
$1.16B
| $550K | ﹤0.01% |
24,950
+99
| +0.4% | +$2.18K |
|
1950
Popular Inc
BPOP
$8.39B
| $539K | ﹤0.01% |
11,932
-1,812
| -13% | -$81.9K |
|