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 |
S&P Global
SPGI
|
$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$163M |
| 3 |
Entergy
ETR
|
$126M |
| 4 |
Murphy Oil
MUR
|
$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$325M |
| 2 |
Becton Dickinson
BDX
|
$158M |
| 3 |
Crown Castle
CCI
|
$148M |
| 4 |
TJX Companies
TJX
|
$136M |
| 5 |
Public Service Enterprise Group
PEG
|
$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MYCC
2051
DELISTED
ClubCorp Holdings, Inc.
MYCC
| $150K | ﹤0.01% |
+11,562
| New | +$150K |
|
|
FOE
2052
DELISTED
Ferro Corporation
FOE
| $149K | ﹤0.01% |
+11,132
| New | +$149K |
|
2053
GoPro
GPRO
$236M
| $146K | ﹤0.01% |
+13,503
| New | +$146K |
|
|
PNK
2054
DELISTED
Pinnacle Entertainment Inc.
PNK
| $146K | ﹤0.01% |
13,147
-416,688
| -97% | -$4.63M |
|
2055
Kosmos Energy
KOS
$784M
| $145K | ﹤0.01% |
26,524
-5,078
| -16% | -$27.8K |
|
2056
Amkor Technology
AMKR
$6.09B
| $144K | ﹤0.01% |
25,064
+5,925
| +31% | +$34K |
|
2057
Photronics
PLAB
$1.36B
| $142K | ﹤0.01% |
15,930
-360
| -2% | -$3.21K |
|
|
RWT
2058
Redwood Trust
RWT
$823M
| $141K | ﹤0.01% |
10,192
-1,661
| -14% | -$23K |
|
|
ELGX
2059
DELISTED
Endologix Inc
ELGX
| $135K | ﹤0.01% |
1,084
-279
| -20% | -$34.7K |
|
|
LQ
2060
DELISTED
La Quinta Holdings Inc.
LQ
| $129K | ﹤0.01% |
11,337
-1,241
| -10% | -$14.1K |
|
|
ELNK
2061
DELISTED
EarthLink Holdings Corp.
ELNK
| $129K | ﹤0.01% |
20,213
+720
| +4% | +$4.6K |
|
|
TIVO
2062
DELISTED
TIVO INC
TIVO
| $124K | ﹤0.01% |
12,564
-514
| -4% | -$5.07K |
|
2063
Amicus Therapeutics
FOLD
$2.46B
| $122K | ﹤0.01% |
22,411
+2,122
| +10% | +$11.6K |
|
|
SGYP
2064
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
| $121K | ﹤0.01% |
31,927
+14,422
| +82% | +$54.7K |
|
2065
MBIA
MBI
$377M
| $120K | ﹤0.01% |
17,581
-1,628
| -8% | -$11.1K |
|
|
WIN
2066
DELISTED
Windstream Holdings Inc
WIN
| $119K | ﹤0.01% |
2,566
-477
| -16% | -$22.1K |
|
2067
Alaunos Therapeutics
TCRT
$4.27M
| $117K | ﹤0.01% |
143
+8
| +6% | +$6.55K |
|
|
MACK
2068
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
| $115K | ﹤0.01% |
2,702
+128
| +5% | +$5.45K |
|
|
FCH
2069
DELISTED
Felcor Lodging Trust
FCH
| $114K | ﹤0.01% |
18,238
-1,919
| -10% | -$12K |
|
2070
FerroAtlántica
GSM
$799M
| $113K | ﹤0.01% |
13,180
+1,019
| +8% | +$8.74K |
|
2071
Lattice Semiconductor
LSCC
$9.05B
| $113K | ﹤0.01% |
21,167
+8,914
| +73% | +$47.6K |
|
|
ORBC
2072
DELISTED
ORBCOMM, Inc.
ORBC
| $113K | ﹤0.01% |
11,367
+401
| +4% | +$3.99K |
|
2073
LendingClub
LC
$1.9B
| $111K | ﹤0.01% |
+5,170
| New | +$111K |
|
|
SNR
2074
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $109K | ﹤0.01% |
10,200
-1,897
| -16% | -$20.3K |
|
2075
Inovio Pharmaceuticals
INO
$148M
| $108K | ﹤0.01% |
973
-72
| -7% | -$7.99K |
|