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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$787M |
| 2 |
Ross Stores
ROST
|
$229M |
| 3 |
Simon Property Group
SPG
|
$190M |
| 4 |
PX
Praxair Inc
PX
|
$171M |
| 5 |
Alibaba
BABA
|
$149M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BRSL
2151
Brightstar Lottery PLC
BRSL
$3.11B
| $176K | ﹤0.01% |
12,004
-493,994
| -98% | -$7.24M |
|
|
ATRS
2152
DELISTED
Antares Pharma, Inc.
ATRS
| $171K | ﹤0.01% |
62,940
-3,235
| -5% | -$8.79K |
|
2153
Old Second Bancorp
OSBC
$971M
| $170K | ﹤0.01% |
+13,050
| New | +$170K |
|
2154
Steelcase
SCS
$1.92B
| $164K | ﹤0.01% |
+11,048
| New | +$164K |
|
|
CVA
2155
DELISTED
Covanta Holding Corporation
CVA
| $160K | ﹤0.01% |
11,903
-5,193
| -30% | -$69.8K |
|
|
PSDO
2156
DELISTED
Presidio, Inc. Common Stock
PSDO
| $154K | ﹤0.01% |
+11,791
| New | +$154K |
|
2157
Groupon
GRPN
$1.04B
| $146K | ﹤0.01% |
45,629
-18,285
| -29% | -$58.5K |
|
2158
Capitol Federal Financial
CFFN
$836M
| $145K | ﹤0.01% |
11,331
-755
| -6% | -$9.66K |
|
|
FIT
2159
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $142K | ﹤0.01% |
28,540
+7,622
| +36% | +$37.9K |
|
|
FG
2160
DELISTED
FGL Holdings Ordinary Shares
FG
| $142K | ﹤0.01% |
21,355
+8,054
| +61% | +$53.6K |
|
|
BHR
2161
Braemar Hotels & Resorts
BHR
$188M
| $131K | ﹤0.01% |
+14,642
| New | +$131K |
|
|
VNET
2162
VNET Group
VNET
$2.17B
| $130K | ﹤0.01% |
15,075
+1,700
| +13% | +$14.7K |
|
2163
Builders FirstSource
BLDR
$15.2B
| $125K | ﹤0.01% |
11,438
-73,340
| -87% | -$801K |
|
2164
Conduent
CNDT
$434M
| $125K | ﹤0.01% |
11,790
-7,636
| -39% | -$81K |
|
2165
RadNet
RDNT
$5.41B
| $123K | ﹤0.01% |
+12,087
| New | +$123K |
|
|
GLUU
2166
DELISTED
Glu Mobile Inc.
GLUU
| $120K | ﹤0.01% |
14,873
-7,473
| -33% | -$60.3K |
|
2167
Permian Resources
PR
$10.2B
| $117K | ﹤0.01% |
+10,655
| New | +$117K |
|
2168
Lattice Semiconductor
LSCC
$9.14B
| $116K | ﹤0.01% |
16,711
-6,746
| -29% | -$46.8K |
|
|
CLDR
2169
DELISTED
Cloudera, Inc.
CLDR
| $116K | ﹤0.01% |
10,455
-4,576
| -30% | -$50.8K |
|
|
CVIA
2170
DELISTED
Covia Holdings Corporation Common Stock
CVIA
| $114K | ﹤0.01% |
+33,287
| New | +$114K |
|
2171
SFL Corp
SFL
$1.07B
| $114K | ﹤0.01% |
10,817
-2,074
| -16% | -$21.9K |
|
2172
Precigen
PGEN
$1.42B
| $111K | ﹤0.01% |
16,956
-14,561
| -46% | -$95.3K |
|
2173
Rigel Pharmaceuticals
RIGL
$690M
| $109K | ﹤0.01% |
47,272
-5,075
| -10% | -$11.7K |
|
|
AMRS
2174
DELISTED
Amyris Inc.
AMRS
| $109K | ﹤0.01% |
+32,656
| New | +$109K |
|
|
TAHO
2175
DELISTED
Tahoe Resources Inc
TAHO
| $107K | ﹤0.01% |
29,282
-6,911
| -19% | -$25.3K |
|