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 | |
|---|---|---|---|---|---|---|
|
NYMT
2101
New York Mortgage Trust
NYMT
$636M
| $81K | ﹤0.01% |
14,722
-1,992
| -12% | -$11K |
|
2102
Amkor Technology
AMKR
$5.81B
| $80K | ﹤0.01% |
17,774
+689
| +4% | +$3.1K |
|
|
PIR
2103
DELISTED
Pier 1 Imports, Inc.
PIR
| $80K | ﹤0.01% |
11,591
-1,999
| -15% | -$13.8K |
|
|
SAAS
2104
DELISTED
inContact, Inc.
SAAS
| $79K | ﹤0.01% |
10,493
-6,313
| -38% | -$47.5K |
|
2105
FormFactor
FORM
$2.18B
| $78K | ﹤0.01% |
+11,456
| New | +$78K |
|
|
ARNA
2106
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $78K | ﹤0.01% |
40,950
+4,455
| +12% | +$8.49K |
|
2107
Geron
GERN
$951M
| $74K | ﹤0.01% |
26,775
-14,229
| -35% | -$39.3K |
|
|
XCRA
2108
DELISTED
Xcerra Corporation
XCRA
| $73K | ﹤0.01% |
11,629
-2,922
| -20% | -$18.3K |
|
|
RAS
2109
DELISTED
RAIT Financial Trust
RAS
| $73K | ﹤0.01% |
+14,674
| New | +$73K |
|
2110
Inovio Pharmaceuticals
INO
$132M
| $70K | ﹤0.01% |
12,174
-7,448
| -38% | -$42.8K |
|
2111
Itaú Unibanco
ITUB
$75.9B
| $70K | ﹤0.01% |
+10,533
| New | +$70K |
|
|
DX
2112
Dynex Capital
DX
$1.61B
| $69K | ﹤0.01% |
+10,568
| New | +$69K |
|
|
SRGA
2113
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $68K | ﹤0.01% |
12,008
-3,679
| -23% | -$20.8K |
|
2114
Coeur Mining
CDE
$8.66B
| $67K | ﹤0.01% |
23,804
+3,027
| +15% | +$8.52K |
|
2115
Extreme Networks
EXTR
$2.86B
| $67K | ﹤0.01% |
+19,844
| New | +$67K |
|
|
PGNX
2116
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $67K | ﹤0.01% |
11,783
-7,357
| -38% | -$41.8K |
|
2117
Sangamo Therapeutics
SGMO
$163M
| $66K | ﹤0.01% |
11,773
-195
| -2% | -$1.09K |
|
|
LIOX
2118
DELISTED
Lionbridge Technologies
LIOX
| $63K | ﹤0.01% |
12,660
-5,048
| -29% | -$25.1K |
|
|
KERX
2119
DELISTED
Keryx Biopharmaceuticals Inc
KERX
| $62K | ﹤0.01% |
17,527
+1,904
| +12% | +$6.74K |
|
|
IIP
2120
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
| $62K | ﹤0.01% |
10,109
-4,990
| -33% | -$30.6K |
|
|
AGEN
2121
Agenus
AGEN
$134M
| $60K | ﹤0.01% |
12,975
-3,876
| -23% | -$17.9K |
|
|
EVRI
2122
DELISTED
Everi Holdings
EVRI
| $60K | ﹤0.01% |
11,790
-5,588
| -32% | -$28.4K |
|
|
PKD
2123
DELISTED
Parker Drilling Company
PKD
| $60K | ﹤0.01% |
22,713
-9,338
| -29% | -$24.7K |
|
2124
Arrowhead Research
ARWR
$3.32B
| $59K | ﹤0.01% |
+10,157
| New | +$59K |
|
|
NAVB
2125
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
| $58K | ﹤0.01% |
+25,608
| New | +$58K |
|