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 | |
|---|---|---|---|---|---|---|
2126
Ennis
EBF
$469M
| $209K | ﹤0.01% |
+10,071
| New | +$209K |
|
2127
Editas Medicine
EDIT
$230M
| $209K | ﹤0.01% |
+6,809
| New | +$209K |
|
2128
iRhythm Technologies
IRTC
$5.45B
| $209K | ﹤0.01% |
+3,720
| New | +$209K |
|
2129
Nelnet
NNI
$4.62B
| $209K | ﹤0.01% |
+3,811
| New | +$209K |
|
|
UPL
2130
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
| $209K | ﹤0.01% |
23,064
+1,944
| +9% | +$17.6K |
|
2131
Axogen
AXGN
$729M
| $208K | ﹤0.01% |
+7,343
| New | +$208K |
|
|
PMT
2132
PennyMac Mortgage Investment
PMT
$1.06B
| $208K | ﹤0.01% |
12,939
+414
| +3% | +$6.66K |
|
|
ANAT
2133
DELISTED
American National Group, Inc. Common Stock
ANAT
| $207K | ﹤0.01% |
+1,611
| New | +$207K |
|
2134
Pegasystems
PEGA
$9.12B
| $206K | ﹤0.01% |
4,359
-14,195
| -77% | -$671K |
|
2135
Groupon
GRPN
$1.04B
| $204K | ﹤0.01% |
40,069
| – | – |
|
2136
Box
BOX
$4.65B
| $203K | ﹤0.01% |
+9,634
| New | +$203K |
|
|
PIR
2137
DELISTED
Pier 1 Imports, Inc.
PIR
| $196K | ﹤0.01% |
47,314
+35,827
| +312% | +$148K |
|
|
LADR
2138
Ladder Capital
LADR
$1.47B
| $195K | ﹤0.01% |
14,317
+1,970
| +16% | +$26.8K |
|
2139
Heritage Commerce
HTBK
$624M
| $194K | ﹤0.01% |
12,671
-43
| -0.3% | -$658 |
|
2140
TherapeuticsMD
TXMD
$12.5M
| $194K | ﹤0.01% |
32,097
+13,691
| +74% | +$82.8K |
|
|
PDLI
2141
DELISTED
PDL BioPharma, Inc.
PDLI
| $193K | ﹤0.01% |
70,425
-32,103
| -31% | -$88K |
|
2142
First Foundation Inc
FFWM
$480M
| $188K | ﹤0.01% |
+10,132
| New | +$188K |
|
|
BNCL
2143
DELISTED
Beneficial Bancorp, Inc.
BNCL
| $187K | ﹤0.01% |
+11,362
| New | +$187K |
|
2144
Chegg
CHGG
$151M
| $185K | ﹤0.01% |
+11,331
| New | +$185K |
|
|
CZR
2145
DELISTED
Caesars Entertainment Corporation
CZR
| $184K | ﹤0.01% |
+14,552
| New | +$184K |
|
2146
Capitol Federal Financial
CFFN
$831M
| $182K | ﹤0.01% |
13,589
-4,508
| -25% | -$60.4K |
|
2147
Kearny Financial
KRNY
$423M
| $174K | ﹤0.01% |
+12,064
| New | +$174K |
|
2148
Pure Storage
PSTG
$24.9B
| $174K | ﹤0.01% |
10,978
| – | – |
|
2149
Alaunos Therapeutics
TCRT
$4.47M
| $173K | ﹤0.01% |
41,957
+21,571
| +106% | +$88.9K |
|
|
CBI
2150
DELISTED
Chicago Bridge & Iron Nv
CBI
| $172K | ﹤0.01% |
10,660
+204
| +2% | +$3.29K |
|