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 | |
|---|---|---|---|---|---|---|
|
ECOL
2051
DELISTED
US Ecology, Inc.
ECOL
| $222K | ﹤0.01% |
4,545
-2,387
| -34% | -$117K |
|
2052
MiMedx Group
MDXG
$1.06B
| $221K | ﹤0.01% |
31,111
-14,884
| -32% | -$106K |
|
|
GLOG
2053
DELISTED
GASLOG LTD
GLOG
| $220K | ﹤0.01% |
+6,890
| New | +$220K |
|
|
KKD
2054
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
| $219K | ﹤0.01% |
13,700
-6,953
| -34% | -$111K |
|
|
FRGI
2055
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $218K | ﹤0.01% |
4,688
-2,312
| -33% | -$108K |
|
|
RNET
2056
DELISTED
RigNet, Inc.
RNET
| $218K | ﹤0.01% |
4,051
-1,598
| -28% | -$86K |
|
|
WAC
2057
DELISTED
Walter Investment Mgt Corp
WAC
| $218K | ﹤0.01% |
7,333
-1,550
| -17% | -$46.1K |
|
|
PLKI
2058
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
| $218K | ﹤0.01% |
4,996
-2,703
| -35% | -$118K |
|
|
ARIA
2059
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $218K | ﹤0.01% |
+34,263
| New | +$218K |
|
2060
Primoris Services
PRIM
$6.32B
| $217K | ﹤0.01% |
7,529
-3,835
| -34% | -$111K |
|
|
TAM
2061
DELISTED
TAMINCO CORP COM
TAM
| $217K | ﹤0.01% |
+9,322
| New | +$217K |
|
2062
Petrobras Class A
PBR.A
$72.8B
| $216K | ﹤0.01% |
13,791
+1,551
| +13% | +$24.3K |
|
|
RCPT
2063
DELISTED
RECEPTOS INC COM STK (DE)
RCPT
| $215K | ﹤0.01% |
+5,044
| New | +$215K |
|
2064
Seaboard Corp
SEB
$3.78B
| $214K | ﹤0.01% |
+71
| New | +$214K |
|
2065
Sangamo Therapeutics
SGMO
$165M
| $214K | ﹤0.01% |
14,010
-5,023
| -26% | -$76.7K |
|
2066
Trex
TREX
$6.93B
| $214K | ﹤0.01% |
29,700
-14,012
| -32% | -$101K |
|
|
HZNP
2067
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $214K | ﹤0.01% |
13,544
-10,819
| -44% | -$171K |
|
|
EXAM
2068
DELISTED
EXAMWORKS GROUP INC COM STK (DE)
EXAM
| $214K | ﹤0.01% |
6,747
-2,595
| -28% | -$82.3K |
|
2069
Gray Television
GTN
$625M
| $213K | ﹤0.01% |
16,189
+3,387
| +26% | +$44.6K |
|
2070
QuidelOrtho
QDEL
$1.95B
| $213K | ﹤0.01% |
9,649
+612
| +7% | +$13.5K |
|
2071
SPS Commerce
SPSC
$4.19B
| $213K | ﹤0.01% |
6,728
-3,436
| -34% | -$109K |
|
|
IMGN
2072
DELISTED
Immunogen Inc
IMGN
| $212K | ﹤0.01% |
17,860
-2,597
| -13% | -$30.8K |
|
|
AIMC
2073
DELISTED
Altra Industrial Motion Corp.
AIMC
| $210K | ﹤0.01% |
5,766
-2,929
| -34% | -$107K |
|
2074
Lattice Semiconductor
LSCC
$9.05B
| $209K | ﹤0.01% |
25,292
-12,724
| -33% | -$105K |
|
2075
BioCryst Pharmaceuticals
BCRX
$1.74B
| $208K | ﹤0.01% |
+16,296
| New | +$208K |
|