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 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Hamilton Lane
HLNE
$6.71B
| $230K | ﹤0.01% |
10,467
-148,047
| -93% | -$3.25M |
|
2102
Federal Agricultural Mortgage
AGM
$2.29B
| $228K | ﹤0.01% |
3,531
-1,694
| -32% | -$109K |
|
2103
Ultra Clean Holdings
UCTT
$1.09B
| $228K | ﹤0.01% |
+12,175
| New | +$228K |
|
2104
Caesarstone
CSTE
$49.1M
| $225K | ﹤0.01% |
+6,417
| New | +$225K |
|
2105
TriCo Bancshares
TCBK
$1.48B
| $224K | ﹤0.01% |
6,361
-351
| -5% | -$12.4K |
|
|
IMPV
2106
DELISTED
Imperva, Inc.
IMPV
| $223K | ﹤0.01% |
+4,658
| New | +$223K |
|
|
PSTB
2107
DELISTED
Park Sterling Corp.
PSTB
| $223K | ﹤0.01% |
18,756
+1,598
| +9% | +$19K |
|
2108
Camden National
CAC
$692M
| $220K | ﹤0.01% |
+5,123
| New | +$220K |
|
2109
FIVE9
FIVN
$2.08B
| $219K | ﹤0.01% |
+10,162
| New | +$219K |
|
2110
Columbia Sportswear
COLM
$3.05B
| $218K | ﹤0.01% |
3,757
-96
| -2% | -$5.57K |
|
2111
Triumph Financial, Inc.
TFIN
$1.46B
| $218K | ﹤0.01% |
+8,863
| New | +$218K |
|
|
CALD
2112
DELISTED
Callidus Software, Inc.
CALD
| $217K | ﹤0.01% |
+8,971
| New | +$217K |
|
|
CVA
2113
DELISTED
Covanta Holding Corporation
CVA
| $215K | ﹤0.01% |
+16,309
| New | +$215K |
|
|
STRP
2114
DELISTED
Straight Path Communications Inc.
STRP
| $215K | ﹤0.01% |
+1,194
| New | +$215K |
|
2115
Nelnet
NNI
$4.65B
| $214K | ﹤0.01% |
+4,542
| New | +$214K |
|
|
FOE
2116
DELISTED
Ferro Corporation
FOE
| $213K | ﹤0.01% |
11,652
+120
| +1% | +$2.19K |
|
2117
Precigen
PGEN
$1.34B
| $212K | ﹤0.01% |
+8,792
| New | +$212K |
|
2118
The RMR Group
RMR
$285M
| $211K | ﹤0.01% |
+4,343
| New | +$211K |
|
|
MTGE
2119
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $210K | ﹤0.01% |
+11,194
| New | +$210K |
|
2120
Kennedy-Wilson Holdings
KW
$1.21B
| $209K | ﹤0.01% |
10,946
+272
| +3% | +$5.19K |
|
|
HTO
2121
H2O America Common Stock
HTO
$1.78B
| $208K | ﹤0.01% |
4,220
+49
| +1% | +$2.42K |
|
2122
National Healthcare
NHC
$1.76B
| $206K | ﹤0.01% |
+2,930
| New | +$206K |
|
|
HIFR
2123
DELISTED
InfraREIT, Inc.
HIFR
| $206K | ﹤0.01% |
+10,744
| New | +$206K |
|
2124
Ambarella
AMBA
$3.5B
| $205K | ﹤0.01% |
4,222
-1,043
| -20% | -$50.6K |
|
2125
Horizon Bancorp
HBNC
$864M
| $205K | ﹤0.01% |
+7,773
| New | +$205K |
|