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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PNK
2051
DELISTED
Pinnacle Entertainment Inc.
PNK
| $281K | ﹤0.01% |
+14,213
| New | +$281K |
|
2052
First Hawaiian
FHB
$3.2B
| $280K | ﹤0.01% |
9,130
+546
| +6% | +$16.7K |
|
|
ESGR
2053
DELISTED
Enstar Group
ESGR
| $279K | ﹤0.01% |
1,403
-586
| -29% | -$117K |
|
|
WEB
2054
DELISTED
Web.com Group, Inc.
WEB
| $279K | ﹤0.01% |
+11,034
| New | +$279K |
|
|
TSC
2055
DELISTED
TriState Capital Holdings, Inc.
TSC
| $278K | ﹤0.01% |
+11,023
| New | +$278K |
|
2056
McEwen Inc.
MUX
$746M
| $277K | ﹤0.01% |
105,264
+6,823
| +7% | +$18K |
|
|
MEET
2057
DELISTED
The Meet Group, Inc. Common Stock
MEET
| $277K | ﹤0.01% |
54,776
-11,499
| -17% | -$58.2K |
|
2058
Heritage Financial
HFWA
$825M
| $274K | ﹤0.01% |
+10,322
| New | +$274K |
|
2059
Permian Resources
PR
$10.2B
| $273K | ﹤0.01% |
+17,249
| New | +$273K |
|
|
GCP
2060
DELISTED
GCP Applied Technologies Inc.
GCP
| $272K | ﹤0.01% |
8,907
-904
| -9% | -$27.6K |
|
2061
Pilgrim's Pride
PPC
$10.6B
| $271K | ﹤0.01% |
12,346
-685
| -5% | -$15K |
|
|
BMTC
2062
DELISTED
Bryn Mawr Bank Corp
BMTC
| $271K | ﹤0.01% |
+6,379
| New | +$271K |
|
2063
KT
KT
$9.54B
| $270K | ﹤0.01% |
16,245
| – | – |
|
2064
Pricesmart
PSMT
$3.32B
| $269K | ﹤0.01% |
3,075
+218
| +8% | +$19.1K |
|
2065
Zillow
ZG
$19.1B
| $269K | ﹤0.01% |
5,507
-634
| -10% | -$31K |
|
|
SWFT
2066
DELISTED
Swift Transportation Company
SWFT
| $268K | ﹤0.01% |
10,119
-6,365
| -39% | -$169K |
|
2067
SiriusPoint
SPNT
$2.21B
| $267K | ﹤0.01% |
+19,197
| New | +$267K |
|
2068
Golar LNG
GLNG
$4.41B
| $266K | ﹤0.01% |
11,939
+292
| +3% | +$6.51K |
|
2069
Amicus Therapeutics
FOLD
$2.43B
| $265K | ﹤0.01% |
26,269
-614
| -2% | -$6.19K |
|
|
PMT
2070
PennyMac Mortgage Investment
PMT
$1.06B
| $265K | ﹤0.01% |
14,489
+817
| +6% | +$14.9K |
|
|
PDLI
2071
DELISTED
PDL BioPharma, Inc.
PDLI
| $264K | ﹤0.01% |
106,800
+50,420
| +89% | +$125K |
|
2072
RELX
RELX
$83B
| $263K | ﹤0.01% |
+12,000
| New | +$263K |
|
2073
Pacira BioSciences
PCRX
$1.22B
| $261K | ﹤0.01% |
5,466
+270
| +5% | +$12.9K |
|
|
CSOD
2074
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $261K | ﹤0.01% |
7,306
+95
| +1% | +$3.39K |
|
2075
Veritex Holdings
VBTX
$1.87B
| $259K | ﹤0.01% |
+9,830
| New | +$259K |
|