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 |
Equity Residential
EQR
|
$255M |
| 2 |
Autodesk
ADSK
|
$107M |
| 3 |
WRK
WestRock Company
WRK
|
$93.8M |
| 4 |
DuPont de Nemours
DD
|
$91.5M |
| 5 |
Kroger
KR
|
$84.1M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
$132M |
| 2 |
Camden Property Trust
CPT
|
$124M |
| 3 |
Adobe
ADBE
|
$116M |
| 4 |
Bausch Health
BHC
|
$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BEL
2076
DELISTED
Belmond Ltd.
BEL
| $132K | ﹤0.01% |
13,041
-1,852
| -12% | -$18.7K |
|
2077
MBIA
MBI
$402M
| $128K | ﹤0.01% |
21,016
-2,972
| -12% | -$18.1K |
|
|
CSR
2078
Centerspace
CSR
$997M
| $128K | ﹤0.01% |
16,504
-2,232
| -12% | -$17.3K |
|
|
INVN
2079
DELISTED
Invensense Inc
INVN
| $127K | ﹤0.01% |
13,668
+1,988
| +17% | +$18.5K |
|
2080
TherapeuticsMD
TXMD
$12.8M
| $126K | ﹤0.01% |
21,504
+2,338
| +12% | +$13.7K |
|
|
SNR
2081
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $122K | ﹤0.01% |
11,649
+1,421
| +14% | +$14.9K |
|
|
HRG
2082
DELISTED
HRG Group, Inc.
HRG
| $122K | ﹤0.01% |
+10,374
| New | +$122K |
|
2083
Unisys
UIS
$279M
| $120K | ﹤0.01% |
+10,069
| New | +$120K |
|
2084
Teekay Tankers
TNK
$1.7B
| $108K | ﹤0.01% |
15,604
+975
| +7% | +$6.75K |
|
|
TIVO
2085
DELISTED
TIVO INC
TIVO
| $108K | ﹤0.01% |
12,484
-4,034
| -24% | -$34.9K |
|
|
HILL
2086
DELISTED
DOT HILL SYSTEMS CORP
HILL
| $107K | ﹤0.01% |
10,988
-5,860
| -35% | -$57.1K |
|
|
WIN
2087
DELISTED
Windstream Holdings Inc
WIN
| $105K | ﹤0.01% |
17,029
-10,571
| -38% | -$65.2K |
|
2088
Innoviva
INVA
$1.29B
| $104K | ﹤0.01% |
14,442
+3,261
| +29% | +$23.5K |
|
2089
Chegg
CHGG
$159M
| $101K | ﹤0.01% |
+13,939
| New | +$101K |
|
2090
Globalstar
GSAT
$3.79B
| $101K | ﹤0.01% |
64,096
-9,171
| -13% | -$14.5K |
|
|
GLUU
2091
DELISTED
Glu Mobile Inc.
GLUU
| $101K | ﹤0.01% |
23,007
-9,351
| -29% | -$41.1K |
|
2092
Hecla Mining
HL
$5.7B
| $98K | ﹤0.01% |
49,857
-7,133
| -13% | -$14K |
|
|
ONIT
2093
Onity Group Inc.
ONIT
$333M
| $97K | ﹤0.01% |
14,462
-2,061
| -12% | -$13.8K |
|
|
ANH
2094
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $97K | ﹤0.01% |
+19,588
| New | +$97K |
|
|
SHOR
2095
DELISTED
ShoreTel, Inc.
SHOR
| $95K | ﹤0.01% |
12,711
-4,353
| -26% | -$32.5K |
|
|
MRGE
2096
DELISTED
MERGE HEALTHCARE INC COM STK (WI)
MRGE
| $91K | ﹤0.01% |
12,886
-6,139
| -32% | -$43.4K |
|
|
SGYP
2097
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
| $90K | ﹤0.01% |
16,927
+1,813
| +12% | +$9.64K |
|
2098
Entravision Communication
EVC
$236M
| $83K | ﹤0.01% |
12,508
-4,844
| -28% | -$32.1K |
|
2099
Lattice Semiconductor
LSCC
$9.09B
| $82K | ﹤0.01% |
+21,231
| New | +$82K |
|
|
RPTP
2100
DELISTED
RAPTOR PHARMACEUTICAL CORP COM STK (DE)
RPTP
| $82K | ﹤0.01% |
13,616
+1,439
| +12% | +$8.67K |
|