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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2076
Certara
CERT
$1.69B
| $611K | ﹤0.01% |
28,433
+572
| +2% | +$12.3K |
|
2077
Gorman-Rupp
GRC
$1.14B
| $606K | ﹤0.01% |
16,880
+3,666
| +28% | +$132K |
|
2078
BioCryst Pharmaceuticals
BCRX
$1.74B
| $601K | ﹤0.01% |
36,992
-1,509
| -4% | -$24.5K |
|
2079
WideOpenWest
WOW
$441M
| $600K | ﹤0.01% |
34,391
-17,314
| -33% | -$302K |
|
2080
Carriage Services
CSV
$671M
| $589K | ﹤0.01% |
11,037
-5,594
| -34% | -$299K |
|
2081
SPDR S&P 500 ESG ETF
EFIV
$1.14B
| $586K | ﹤0.01% |
+13,500
| New | +$586K |
|
2082
Kosmos Energy
KOS
$784M
| $586K | ﹤0.01% |
81,479
+5,176
| +7% | +$37.2K |
|
2083
Flushing Financial
FFIC
$457M
| $582K | ﹤0.01% |
26,039
-13,112
| -33% | -$293K |
|
2084
First Financial Corporation Common Stock
THFF
$695M
| $579K | ﹤0.01% |
13,383
-6,819
| -34% | -$295K |
|
2085
SPDR S&P Bank ETF
KBE
$1.62B
| $575K | ﹤0.01% |
+10,993
| New | +$575K |
|
|
FBMS
2086
DELISTED
The First Bancshares, Inc.
FBMS
| $571K | ﹤0.01% |
16,953
-8,568
| -34% | -$289K |
|
|
FRG
2087
DELISTED
Franchise Group, Inc.
FRG
| $567K | ﹤0.01% |
13,682
-6,818
| -33% | -$283K |
|
|
WBT
2088
DELISTED
Welbilt, Inc.
WBT
| $564K | ﹤0.01% |
23,742
+1,508
| +7% | +$35.8K |
|
2089
CareDx
CDNA
$736M
| $561K | ﹤0.01% |
15,155
+248
| +2% | +$9.18K |
|
2090
Community Trust Bancorp
CTBI
$1.06B
| $560K | ﹤0.01% |
13,601
-6,818
| -33% | -$281K |
|
|
PFC
2091
DELISTED
Premier Financial Corp. Common Stock
PFC
| $559K | ﹤0.01% |
18,431
-9,268
| -33% | -$281K |
|
2092
Aclaris Therapeutics
ACRS
$227M
| $556K | ﹤0.01% |
32,253
-13,152
| -29% | -$227K |
|
2093
CRISPR Therapeutics
CRSP
$4.99B
| $553K | ﹤0.01% |
8,815
-344
| -4% | -$21.6K |
|
2094
Rogers Communications
RCI
$19.4B
| $552K | ﹤0.01% |
+9,751
| New | +$552K |
|
2095
iShares MSCI Taiwan ETF
EWT
$6.25B
| $551K | ﹤0.01% |
+8,959
| New | +$551K |
|
2096
Thomson Reuters
TRI
$78.7B
| $547K | ﹤0.01% |
+4,853
| New | +$547K |
|
2097
Zentalis Pharmaceuticals
ZNTL
$126M
| $547K | ﹤0.01% |
11,862
+303
| +3% | +$14K |
|
|
TMX
2098
DELISTED
Terminix Global Holdings, Inc.
TMX
| $538K | ﹤0.01% |
11,785
+3,625
| +44% | +$165K |
|
|
CHNG
2099
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $528K | ﹤0.01% |
24,207
+7,591
| +46% | +$166K |
|
2100
Albertsons Companies
ACI
$10.7B
| $525K | ﹤0.01% |
15,782
-5,443
| -26% | -$181K |
|