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 |
Dentsply Sirona
XRAY
|
$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
$162M |
| 3 |
Regency Centers
REG
|
$148M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$111M |
| 5 |
Invitation Homes
INVH
|
$89.3M |
Top Sells
| 1 |
Zoetis
ZTS
|
$438M |
| 2 |
EQY
Equity One
EQY
|
$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
$82.7M |
| 4 |
SL Green Realty
SLG
|
$62M |
| 5 |
CVS Health
CVS
|
$59.7M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Lattice Semiconductor
LSCC
$9.05B
| $159K | ﹤0.01% |
22,916
+510
| +2% | +$3.54K |
|
|
SAFE
2102
Safehold
SAFE
$1.17B
| $159K | ﹤0.01% |
2,763
+77
| +3% | +$4.43K |
|
2103
Etsy
ETSY
$5.36B
| $157K | ﹤0.01% |
14,769
| – | – |
|
2104
Expro
XPRO
$1.43B
| $153K | ﹤0.01% |
2,408
| – | – |
|
2105
Photronics
PLAB
$1.36B
| $152K | ﹤0.01% |
14,195
-1,975
| -12% | -$21.1K |
|
2106
Extreme Networks
EXTR
$2.87B
| $151K | ﹤0.01% |
20,130
-482
| -2% | -$3.62K |
|
2107
TherapeuticsMD
TXMD
$12.5M
| $150K | ﹤0.01% |
418
| – | – |
|
|
OCLR
2108
DELISTED
Oclaro Inc.
OCLR
| $149K | ﹤0.01% |
15,190
-364
| -2% | -$3.57K |
|
|
WIN
2109
DELISTED
Windstream Holdings Inc
WIN
| $148K | ﹤0.01% |
5,429
+1,479
| +37% | +$40.3K |
|
|
VG
2110
DELISTED
Vonage Holdings Corporation
VG
| $148K | ﹤0.01% |
23,390
-2,283
| -9% | -$14.4K |
|
|
NMBL
2111
DELISTED
Nimble Storage, Inc.
NMBL
| $147K | ﹤0.01% |
11,761
+289
| +3% | +$3.61K |
|
|
ADAM
2112
Adamas Trust, Inc. Common Stock
ADAM
$669M
| $146K | ﹤0.01% |
5,932
-992
| -14% | -$24.4K |
|
|
LTRPA
2113
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $143K | ﹤0.01% |
10,162
| – | – |
|
2114
Alaunos Therapeutics
TCRT
$4.27M
| $142K | ﹤0.01% |
149
| – | – |
|
|
LQ
2115
DELISTED
La Quinta Holdings Inc.
LQ
| $142K | ﹤0.01% |
10,500
-1,009
| -9% | -$13.6K |
|
|
FCH
2116
DELISTED
Felcor Lodging Trust
FCH
| $139K | ﹤0.01% |
18,507
-545
| -3% | -$4.09K |
|
2117
MBIA
MBI
$377M
| $134K | ﹤0.01% |
15,874
-2,044
| -11% | -$17.3K |
|
2118
FormFactor
FORM
$2.26B
| $133K | ﹤0.01% |
11,241
-377
| -3% | -$4.46K |
|
|
TERP
2119
DELISTED
TerraForm Power, Inc
TERP
| $131K | ﹤0.01% |
10,629
-1,333
| -11% | -$16.4K |
|
2120
Groupon
GRPN
$971M
| $128K | ﹤0.01% |
1,626
-3,138
| -66% | -$247K |
|
|
PDLI
2121
DELISTED
PDL BioPharma, Inc.
PDLI
| $128K | ﹤0.01% |
56,380
-3,534
| -6% | -$8.02K |
|
|
QUOT
2122
DELISTED
Quotient Technology Inc
QUOT
| $118K | ﹤0.01% |
12,385
+474
| +4% | +$4.52K |
|
2123
Chegg
CHGG
$185M
| $116K | ﹤0.01% |
13,743
+926
| +7% | +$7.82K |
|
2124
Scorpio Tankers
STNG
$2.71B
| $115K | ﹤0.01% |
2,584
+338
| +15% | +$15K |
|
|
ORBC
2125
DELISTED
ORBCOMM, Inc.
ORBC
| $115K | ﹤0.01% |
12,006
+447
| +4% | +$4.28K |
|