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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Personalis
PSNL
$434M
| $190K | ﹤0.01% |
+17,435
| New | +$190K |
|
|
EIGI
2152
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $186K | ﹤0.01% |
39,503
-908
| -2% | -$4.28K |
|
|
VNET
2153
VNET Group
VNET
$2.33B
| $184K | ﹤0.01% |
25,383
| – | – |
|
2154
Hackett Group
HCKT
$573M
| $183K | ﹤0.01% |
+11,360
| New | +$183K |
|
|
RTL
2155
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $183K | ﹤0.01% |
+13,769
| New | +$183K |
|
2156
NovaGold Resources
NG
$2.78B
| $182K | ﹤0.01% |
20,332
-3,787
| -16% | -$33.9K |
|
2157
RLJ Lodging Trust
RLJ
$1.16B
| $180K | ﹤0.01% |
10,165
-2,464
| -20% | -$43.6K |
|
2158
Funko
FNKO
$189M
| $176K | ﹤0.01% |
10,228
+270
| +3% | +$4.65K |
|
|
CLDR
2159
DELISTED
Cloudera, Inc.
CLDR
| $175K | ﹤0.01% |
15,007
-3,305
| -18% | -$38.5K |
|
2160
The Joint Corp
JYNT
$165M
| $174K | ﹤0.01% |
+10,800
| New | +$174K |
|
|
CVA
2161
DELISTED
Covanta Holding Corporation
CVA
| $174K | ﹤0.01% |
11,758
-1,914
| -14% | -$28.3K |
|
|
ATNX
2162
DELISTED
Athenex, Inc. Common Stock
ATNX
| $172K | ﹤0.01% |
11,283
+828
| +8% | +$12.6K |
|
2163
Cerus
CERS
$251M
| $170K | ﹤0.01% |
40,316
-37,096
| -48% | -$156K |
|
2164
CommScope
COMM
$3.55B
| $166K | ﹤0.01% |
+11,671
| New | +$166K |
|
|
ISBC
2165
DELISTED
Investors Bancorp, Inc.
ISBC
| $163K | ﹤0.01% |
13,670
-3,248
| -19% | -$38.7K |
|
2166
Acco Brands
ACCO
$362M
| $155K | ﹤0.01% |
16,603
-22,932
| -58% | -$214K |
|
2167
Sunrun
RUN
$3.68B
| $152K | ﹤0.01% |
11,013
-1,798
| -14% | -$24.8K |
|
2168
Alphatec Holdings
ATEC
$2.35B
| $149K | ﹤0.01% |
+20,973
| New | +$149K |
|
|
TWNK
2169
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $148K | ﹤0.01% |
+10,203
| New | +$148K |
|
2170
Groupon
GRPN
$1.06B
| $144K | ﹤0.01% |
60,383
+8,246
| +16% | +$19.7K |
|
|
AGEN
2171
Agenus
AGEN
$133M
| $143K | ﹤0.01% |
35,028
+5,454
| +18% | +$22.3K |
|
2172
CorMedix
CRMD
$1.11B
| $143K | ﹤0.01% |
19,657
-6,938
| -26% | -$50.5K |
|
2173
Accuray
ARAY
$157M
| $135K | ﹤0.01% |
48,060
+31,459
| +190% | +$88.4K |
|
|
TEUM
2174
DELISTED
Pareteum Corporation
TEUM
| $135K | ﹤0.01% |
308,977
+245,007
| +383% | +$107K |
|
2175
Dynavax Technologies
DVAX
$1.19B
| $131K | ﹤0.01% |
22,973
+12,925
| +129% | +$73.7K |
|