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 |
Alphabet (Google) Class A
GOOGL
|
$438M |
| 2 |
Equinix
EQIX
|
$402M |
| 3 |
Dollar Tree
DLTR
|
$251M |
| 4 |
PayPal
PYPL
|
$128M |
| 5 |
Synchrony
SYF
|
$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$433M |
| 2 |
Bausch Health
BHC
|
$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$202M |
| 4 |
HES
Hess
HES
|
$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Amicus Therapeutics
FOLD
$2.46B
| $195K | ﹤0.01% |
20,149
+540
| +3% | +$5.23K |
|
2052
Vital Energy
VTLE
$635M
| $195K | ﹤0.01% |
1,219
+83
| +7% | +$13.3K |
|
2053
Photronics
PLAB
$1.36B
| $192K | ﹤0.01% |
15,388
-131
| -0.8% | -$1.64K |
|
|
BEL
2054
DELISTED
Belmond Ltd.
BEL
| $192K | ﹤0.01% |
20,223
+7,182
| +55% | +$68.2K |
|
2055
Ambev
ABEV
$34.8B
| $190K | ﹤0.01% |
+42,524
| New | +$190K |
|
|
INVN
2056
DELISTED
Invensense Inc
INVN
| $187K | ﹤0.01% |
18,273
+4,605
| +34% | +$47.1K |
|
2057
Mueller Water Products
MWA
$4.19B
| $182K | ﹤0.01% |
21,198
+512
| +2% | +$4.4K |
|
|
ARIA
2058
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $181K | ﹤0.01% |
29,015
+689
| +2% | +$4.3K |
|
2059
Expro
XPRO
$1.43B
| $180K | ﹤0.01% |
1,798
+89
| +5% | +$8.91K |
|
2060
Kosmos Energy
KOS
$784M
| $179K | ﹤0.01% |
34,505
+2,144
| +7% | +$11.1K |
|
|
LOCK
2061
DELISTED
LifeLock, Inc.
LOCK
| $179K | ﹤0.01% |
12,456
-3,645
| -23% | -$52.4K |
|
|
FOE
2062
DELISTED
Ferro Corporation
FOE
| $177K | ﹤0.01% |
15,922
+1,079
| +7% | +$12K |
|
2063
Acco Brands
ACCO
$364M
| $176K | ﹤0.01% |
24,707
+435
| +2% | +$3.1K |
|
2064
RPC Inc
RES
$1.04B
| $175K | ﹤0.01% |
14,646
-1,895
| -11% | -$22.6K |
|
|
UBNK
2065
DELISTED
United Financial Bancorp, Inc.
UBNK
| $175K | ﹤0.01% |
+13,566
| New | +$175K |
|
2066
PENN Entertainment
PENN
$2.99B
| $174K | ﹤0.01% |
10,866
-4,740
| -30% | -$75.9K |
|
|
MDR
2067
DELISTED
McDermott International
MDR
| $170K | ﹤0.01% |
16,962
+6,255
| +58% | +$62.7K |
|
|
LQ
2068
DELISTED
La Quinta Holdings Inc.
LQ
| $168K | ﹤0.01% |
12,318
+278
| +2% | +$3.79K |
|
|
FPO
2069
DELISTED
First Potomac Realty Trust
FPO
| $167K | ﹤0.01% |
+14,684
| New | +$167K |
|
2070
Alaunos Therapeutics
TCRT
$4.27M
| $165K | ﹤0.01% |
132
+3
| +2% | +$3.75K |
|
|
MTOR
2071
DELISTED
MERITOR, Inc.
MTOR
| $164K | ﹤0.01% |
19,666
-4,352
| -18% | -$36.3K |
|
2072
Frontline
FRO
$4.93B
| $162K | ﹤0.01% |
10,833
+6,749
| +165% | +$101K |
|
|
RICE
2073
DELISTED
Rice Energy Inc.
RICE
| $160K | ﹤0.01% |
14,682
+1,234
| +9% | +$13.4K |
|
2074
SiriusPoint
SPNT
$2.19B
| $155K | ﹤0.01% |
11,525
-1,976
| -15% | -$26.6K |
|
2075
Innoviva
INVA
$1.29B
| $154K | ﹤0.01% |
14,610
+168
| +1% | +$1.77K |
|