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 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2126
Armstrong World Industries
AWI
$8.46B
| $490K | ﹤0.01% |
4,221
-159
| -4% | -$18.5K |
|
2127
Pegasystems
PEGA
$9.61B
| $489K | ﹤0.01% |
8,738
+424
| +5% | +$23.7K |
|
2128
Antero Resources
AR
$10.1B
| $485K | ﹤0.01% |
27,699
-810
| -3% | -$14.2K |
|
2129
German American Bancorp
GABC
$1.53B
| $485K | ﹤0.01% |
12,436
-2,946
| -19% | -$115K |
|
2130
PagerDuty
PD
$1.5B
| $485K | ﹤0.01% |
13,960
-2,974
| -18% | -$103K |
|
2131
SouthState Bank Corporation
SSB
$10.3B
| $485K | ﹤0.01% |
6,057
+160
| +3% | +$12.8K |
|
2132
Cardiff Oncology
CRDF
$140M
| $483K | ﹤0.01% |
80,307
-67,034
| -45% | -$403K |
|
2133
Opendoor
OPEN
$4.31B
| $480K | ﹤0.01% |
32,885
-2,340
| -7% | -$34.2K |
|
2134
Turning Point Brands
TPB
$1.77B
| $480K | ﹤0.01% |
12,712
-3,842
| -23% | -$145K |
|
|
BECN
2135
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $478K | ﹤0.01% |
8,330
-1,623
| -16% | -$93.1K |
|
2136
Starwood Property Trust
STWD
$7.57B
| $475K | ﹤0.01% |
19,552
-1,948
| -9% | -$47.3K |
|
2137
Artisan Partners
APAM
$3.25B
| $474K | ﹤0.01% |
9,955
-2,327
| -19% | -$111K |
|
2138
Erie Indemnity
ERIE
$17.3B
| $474K | ﹤0.01% |
2,462
-2
| -0.1% | -$385 |
|
2139
Live Oak Bancshares
LOB
$1.69B
| $474K | ﹤0.01% |
5,426
-1,191
| -18% | -$104K |
|
2140
National Healthcare
NHC
$1.75B
| $474K | ﹤0.01% |
6,980
+2,082
| +43% | +$141K |
|
|
OLP
2141
One Liberty Properties
OLP
$490M
| $473K | ﹤0.01% |
+13,401
| New | +$473K |
|
|
ATRS
2142
DELISTED
Antares Pharma, Inc.
ATRS
| $469K | ﹤0.01% |
131,560
+96,553
| +276% | +$344K |
|
|
MNTV
2143
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $467K | ﹤0.01% |
22,070
-5,148
| -19% | -$109K |
|
|
CTO
2144
CTO Realty Growth
CTO
$556M
| $466K | ﹤0.01% |
22,785
-14,166
| -38% | -$290K |
|
2145
Transmedics
TMDX
$3.66B
| $466K | ﹤0.01% |
24,319
-13,606
| -36% | -$261K |
|
2146
Magnolia Oil & Gas
MGY
$4.42B
| $463K | ﹤0.01% |
24,524
-4,676
| -16% | -$88.3K |
|
2147
Procore
PCOR
$10.4B
| $461K | ﹤0.01% |
+5,765
| New | +$461K |
|
2148
XP
XP
$9.87B
| $452K | ﹤0.01% |
+15,729
| New | +$452K |
|
2149
APi Group
APG
$14.6B
| $451K | ﹤0.01% |
26,243
+1,146
| +5% | +$19.7K |
|
2150
Tilly's
TLYS
$60.6M
| $449K | ﹤0.01% |
+27,893
| New | +$449K |
|