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 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 2 |
DaVita
DVA
|
$195M |
| 3 |
Crown Castle
CCI
|
$180M |
| 4 |
Wells Fargo
WFC
|
$164M |
| 5 |
NetEase
NTES
|
$121M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2076
Tronox
TROX
$658M
| $258K | ﹤0.01% |
12,591
+2,666
| +27% | +$54.6K |
|
|
ENV
2077
DELISTED
ENVESTNET, INC.
ENV
| $256K | ﹤0.01% |
5,126
+45
| +0.9% | +$2.25K |
|
2078
McGrath RentCorp
MGRC
$2.97B
| $255K | ﹤0.01% |
+5,418
| New | +$255K |
|
2079
Malibu Boats
MBUU
$620M
| $254K | ﹤0.01% |
+8,535
| New | +$254K |
|
2080
Westwood Holdings Group
WHG
$163M
| $254K | ﹤0.01% |
+3,840
| New | +$254K |
|
|
BMTC
2081
DELISTED
Bryn Mawr Bank Corp
BMTC
| $254K | ﹤0.01% |
5,747
-632
| -10% | -$27.9K |
|
2082
Floor & Decor
FND
$8.51B
| $253K | ﹤0.01% |
5,191
-145
| -3% | -$7.07K |
|
2083
QCR Holdings
QCRH
$1.33B
| $253K | ﹤0.01% |
5,909
+769
| +15% | +$32.9K |
|
2084
First Hawaiian
FHB
$3.2B
| $252K | ﹤0.01% |
8,640
+463
| +6% | +$13.5K |
|
2085
WesBanco
WSBC
$3.11B
| $250K | ﹤0.01% |
6,153
-142
| -2% | -$5.77K |
|
|
CONN
2086
DELISTED
Conn's Inc.
CONN
| $250K | ﹤0.01% |
+7,036
| New | +$250K |
|
2087
Kosmos Energy
KOS
$870M
| $248K | ﹤0.01% |
36,136
+12,745
| +54% | +$87.5K |
|
|
LBAI
2088
DELISTED
Lakeland Bancorp Inc
LBAI
| $248K | ﹤0.01% |
12,872
-4,646
| -27% | -$89.5K |
|
2089
Horizon Bancorp
HBNC
$858M
| $247K | ﹤0.01% |
8,871
+1,098
| +14% | +$30.6K |
|
2090
MGE Energy Inc
MGEE
$3.1B
| $247K | ﹤0.01% |
3,909
-11,902
| -75% | -$752K |
|
2091
Theravance Biopharma
TBPH
$697M
| $246K | ﹤0.01% |
8,806
+234
| +3% | +$6.54K |
|
|
REGI
2092
DELISTED
Renewable Energy Group, Inc.
REGI
| $244K | ﹤0.01% |
+20,692
| New | +$244K |
|
2093
Berkshire Hills Bancorp
BHLB
$1.21B
| $243K | ﹤0.01% |
6,634
+697
| +12% | +$25.5K |
|
2094
TriCo Bancshares
TCBK
$1.48B
| $243K | ﹤0.01% |
6,410
+49
| +0.8% | +$1.86K |
|
|
ESGR
2095
DELISTED
Enstar Group
ESGR
| $240K | ﹤0.01% |
1,197
-619
| -34% | -$124K |
|
|
GCP
2096
DELISTED
GCP Applied Technologies Inc.
GCP
| $240K | ﹤0.01% |
7,510
| – | – |
|
2097
Nutanix
NTNX
$18B
| $238K | ﹤0.01% |
+6,756
| New | +$238K |
|
|
ICPT
2098
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $238K | ﹤0.01% |
+4,074
| New | +$238K |
|
2099
Primoris Services
PRIM
$6.27B
| $236K | ﹤0.01% |
8,690
+448
| +5% | +$12.2K |
|
2100
ProQR Therapeutics
PRQR
$241M
| $236K | ﹤0.01% |
73,096
-8,398
| -10% | -$27.1K |
|