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 | |
|---|---|---|---|---|---|---|
|
S
2151
DELISTED
Sprint Corporation
S
| $148K | ﹤0.01% |
18,052
-131,835
| -88% | -$1.08M |
|
2152
MBIA
MBI
$402M
| $145K | ﹤0.01% |
15,422
-452
| -3% | -$4.25K |
|
2153
Chegg
CHGG
$159M
| $143K | ﹤0.01% |
11,638
-2,105
| -15% | -$25.9K |
|
2154
Denny's
DENN
$235M
| $143K | ﹤0.01% |
12,136
-4,725
| -28% | -$55.7K |
|
|
ORBC
2155
DELISTED
ORBCOMM, Inc.
ORBC
| $142K | ﹤0.01% |
12,575
+569
| +5% | +$6.43K |
|
2156
Extreme Networks
EXTR
$2.83B
| $140K | ﹤0.01% |
15,188
-4,942
| -25% | -$45.6K |
|
2157
Photronics
PLAB
$1.36B
| $140K | ﹤0.01% |
14,915
+720
| +5% | +$6.76K |
|
2158
Kratos Defense & Security Solutions
KTOS
$11.1B
| $126K | ﹤0.01% |
+10,614
| New | +$126K |
|
2159
Globalstar
GSAT
$3.79B
| $125K | ﹤0.01% |
58,499
-11,217
| -16% | -$24K |
|
2160
FormFactor
FORM
$2.25B
| $124K | ﹤0.01% |
10,015
-1,226
| -11% | -$15.2K |
|
|
FMSA
2161
DELISTED
Fairmount Santrol Holdings Inc.
FMSA
| $121K | ﹤0.01% |
31,107
+20,128
| +183% | +$78.3K |
|
2162
Gogo Inc
GOGO
$1.47B
| $120K | ﹤0.01% |
10,405
| – | – |
|
|
GCAP
2163
DELISTED
Gain Capital Holdings, Inc.
GCAP
| $119K | ﹤0.01% |
+19,077
| New | +$119K |
|
2164
Lattice Semiconductor
LSCC
$9.09B
| $114K | ﹤0.01% |
17,081
-5,835
| -25% | -$38.9K |
|
2165
Sangamo Therapeutics
SGMO
$157M
| $114K | ﹤0.01% |
12,978
+832
| +7% | +$7.31K |
|
2166
TherapeuticsMD
TXMD
$12.8M
| $114K | ﹤0.01% |
21,711
+818
| +4% | +$4.3K |
|
|
FIT
2167
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $114K | ﹤0.01% |
+21,486
| New | +$114K |
|
|
FCH
2168
DELISTED
Felcor Lodging Trust
FCH
| $114K | ﹤0.01% |
15,856
-2,651
| -14% | -$19.1K |
|
|
DYN
2169
DELISTED
Dynegy, Inc.
DYN
| $112K | ﹤0.01% |
13,594
-619
| -4% | -$5.1K |
|
2170
Scorpio Tankers
STNG
$2.57B
| $108K | ﹤0.01% |
27,152
+1,316
| +5% | +$5.24K |
|
|
IMGN
2171
DELISTED
Immunogen Inc
IMGN
| $107K | ﹤0.01% |
15,101
| – | – |
|
|
KERX
2172
DELISTED
Keryx Biopharmaceuticals Inc
KERX
| $107K | ﹤0.01% |
14,759
+590
| +4% | +$4.28K |
|
|
XCRA
2173
DELISTED
Xcerra Corporation
XCRA
| $106K | ﹤0.01% |
+10,841
| New | +$106K |
|
|
TELL
2174
DELISTED
Tellurian Inc.
TELL
| $105K | ﹤0.01% |
+10,456
| New | +$105K |
|
2175
Nordic American Tanker
NAT
$659M
| $103K | ﹤0.01% |
16,198
+4,454
| +38% | +$28.3K |
|