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 | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2076
Credit Acceptance
CACC
$5.87B
| $208K | ﹤0.01% |
1,689
-750
| -31% | -$92.4K |
|
2077
iShares MSCI Taiwan ETF
EWT
$6.25B
| $208K | ﹤0.01% |
+6,588
| New | +$208K |
|
2078
Wabash National
WNC
$479M
| $208K | ﹤0.01% |
14,615
-5,049
| -26% | -$71.9K |
|
|
AUXL
2079
DELISTED
AUXILIUM PHARAMCEUTICALS INC
AUXL
| $208K | ﹤0.01% |
10,362
-5,397
| -34% | -$108K |
|
2080
Neurocrine Biosciences
NBIX
$14.3B
| $207K | ﹤0.01% |
13,924
-4,415
| -24% | -$65.6K |
|
|
CTCT
2081
DELISTED
CONSTANT CONTACT, INC COM
CTCT
| $207K | ﹤0.01% |
6,448
-3,480
| -35% | -$112K |
|
2082
Burlington
BURL
$18.4B
| $205K | ﹤0.01% |
6,444
-854
| -12% | -$27.2K |
|
2083
Renasant Corp
RNST
$3.75B
| $205K | ﹤0.01% |
7,051
-1,491
| -17% | -$43.3K |
|
2084
Denny's
DENN
$237M
| $204K | ﹤0.01% |
31,341
-11,040
| -26% | -$71.9K |
|
2085
Greenlight Captial
GLRE
$436M
| $203K | ﹤0.01% |
6,165
-3,180
| -34% | -$105K |
|
2086
Expro
XPRO
$1.43B
| $202K | ﹤0.01% |
+1,366
| New | +$202K |
|
|
HA
2087
DELISTED
Hawaiian Holdings, Inc.
HA
| $202K | ﹤0.01% |
14,721
+468
| +3% | +$6.42K |
|
|
INFI
2088
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
| $202K | ﹤0.01% |
+15,861
| New | +$202K |
|
|
TUMI
2089
DELISTED
TUMI HLDGS INC COM
TUMI
| $202K | ﹤0.01% |
10,019
-5,036
| -33% | -$102K |
|
2090
Novavax
NVAX
$1.28B
| $201K | ﹤0.01% |
2,175
-406
| -16% | -$37.5K |
|
|
ELGX
2091
DELISTED
Endologix Inc
ELGX
| $201K | ﹤0.01% |
1,319
-664
| -33% | -$101K |
|
2092
Gogo Inc
GOGO
$1.43B
| $200K | ﹤0.01% |
+10,248
| New | +$200K |
|
2093
Halozyme
HALO
$8.76B
| $200K | ﹤0.01% |
20,262
-7,766
| -28% | -$76.7K |
|
2094
W&T Offshore
WTI
$261M
| $200K | ﹤0.01% |
+12,232
| New | +$200K |
|
|
NADL
2095
DELISTED
North Atlantic Drilling Ltd
NADL
| $200K | ﹤0.01% |
+1,879
| New | +$200K |
|
|
PMCS
2096
DELISTED
P M C SIERRA INC
PMCS
| $199K | ﹤0.01% |
26,092
-46,045
| -64% | -$351K |
|
2097
AtriCure
ATRC
$1.76B
| $195K | ﹤0.01% |
10,630
+512
| +5% | +$9.39K |
|
|
KNL
2098
DELISTED
Knoll, Inc.
KNL
| $193K | ﹤0.01% |
+11,148
| New | +$193K |
|
|
FOE
2099
DELISTED
Ferro Corporation
FOE
| $192K | ﹤0.01% |
15,326
-7,350
| -32% | -$92.1K |
|
|
ANAC
2100
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $192K | ﹤0.01% |
10,802
-1,915
| -15% | -$34K |
|