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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ACRE
1951
Ares Commercial Real Estate
ACRE
$282M
| $495K | ﹤0.01% |
31,226
+6,025
| +24% | +$95.5K |
|
1952
AXIS Capital
AXS
$7.62B
| $495K | ﹤0.01% |
8,332
+233
| +3% | +$13.8K |
|
|
ENV
1953
DELISTED
ENVESTNET, INC.
ENV
| $495K | ﹤0.01% |
7,111
-15,510
| -69% | -$1.08M |
|
|
GOOD
1954
Gladstone Commercial Corp
GOOD
$616M
| $493K | ﹤0.01% |
+22,553
| New | +$493K |
|
1955
Vanguard Small-Cap Value ETF
VBR
$31.8B
| $491K | ﹤0.01% |
3,578
+1,445
| +68% | +$198K |
|
1956
Popular Inc
BPOP
$8.47B
| $490K | ﹤0.01% |
8,333
-542
| -6% | -$31.9K |
|
1957
SPDR Portfolio Emerging Markets ETF
SPEM
$13.3B
| $484K | ﹤0.01% |
12,888
-1,660
| -11% | -$62.3K |
|
1958
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.84B
| $481K | ﹤0.01% |
4,464
+181
| +4% | +$19.5K |
|
1959
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.09B
| $477K | ﹤0.01% |
7,266
+81
| +1% | +$5.32K |
|
1960
Banco Bilbao Vizcaya Argentaria
BBVA
$105B
| $474K | ﹤0.01% |
85,000
| – | – |
|
1961
Douglas Dynamics
PLOW
$771M
| $473K | ﹤0.01% |
+8,596
| New | +$473K |
|
1962
TriMas Corp
TRS
$1.57B
| $473K | ﹤0.01% |
15,063
+1,167
| +8% | +$36.6K |
|
1963
Zillow
Z
$21.3B
| $470K | ﹤0.01% |
+10,227
| New | +$470K |
|
|
ONC
1964
BeOne Medicines Ltd. American Depositary Shares
ONC
$37.6B
| $468K | ﹤0.01% |
2,825
-45
| -2% | -$7.46K |
|
|
HDS
1965
DELISTED
HD Supply Holdings, Inc.
HDS
| $460K | ﹤0.01% |
11,441
-5,838
| -34% | -$235K |
|
1966
iShares Core MSCI EAFE ETF
IEFA
$150B
| $456K | ﹤0.01% |
6,982
-357
| -5% | -$23.3K |
|
1967
AMC Entertainment Holdings
AMC
$1.41B
| $455K | ﹤0.01% |
6,280
+2,711
| +76% | +$196K |
|
1968
Weibo
WB
$2.87B
| $455K | ﹤0.01% |
9,816
| – | – |
|
|
AVLR
1969
DELISTED
Avalara, Inc.
AVLR
| $450K | ﹤0.01% |
6,144
+129
| +2% | +$9.45K |
|
1970
Lazard
LAZ
$5.32B
| $449K | ﹤0.01% |
11,247
+34
| +0.3% | +$1.36K |
|
|
DCPH
1971
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $445K | ﹤0.01% |
+7,157
| New | +$445K |
|
|
RCM
1972
DELISTED
R1 RCM Inc. Common Stock
RCM
| $439K | ﹤0.01% |
33,878
-45,036
| -57% | -$584K |
|
1973
Chegg
CHGG
$185M
| $438K | ﹤0.01% |
11,558
-1,884
| -14% | -$71.4K |
|
1974
Amneal Pharmaceuticals
AMRX
$3.02B
| $437K | ﹤0.01% |
90,746
+22,656
| +33% | +$109K |
|
|
MOMO
1975
Hello Group
MOMO
$1.37B
| $437K | ﹤0.01% |
13,058
+1,199
| +10% | +$40.1K |
|