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 | |
|---|---|---|---|---|---|---|
2176
NeoGenomics
NEO
$1.13B
| $103K | ﹤0.01% |
11,509
-10,655
| -48% | -$95.4K |
|
2177
Stagwell
STGW
$1.46B
| $101K | ﹤0.01% |
+10,182
| New | +$101K |
|
|
SNR
2178
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $101K | ﹤0.01% |
+10,098
| New | +$101K |
|
2179
Alto Ingredients
ALTO
$87.5M
| $100K | ﹤0.01% |
+15,956
| New | +$100K |
|
|
EIGI
2180
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $99K | ﹤0.01% |
11,842
-493
| -4% | -$4.12K |
|
|
ANH
2181
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $98K | ﹤0.01% |
16,331
+455
| +3% | +$2.73K |
|
2182
Inovio Pharmaceuticals
INO
$126M
| $97K | ﹤0.01% |
12,405
-32,798
| -73% | -$256K |
|
2183
Sunrun
RUN
$3.68B
| $97K | ﹤0.01% |
+13,584
| New | +$97K |
|
2184
Manitowoc
MTW
$351M
| $94K | ﹤0.01% |
15,685
+405
| +3% | +$2.43K |
|
|
SN
2185
DELISTED
Sanchez Energy Corporation
SN
| $94K | ﹤0.01% |
13,121
+2,684
| +26% | +$19.2K |
|
|
CSR
2186
Centerspace
CSR
$997M
| $93K | ﹤0.01% |
14,996
+553
| +4% | +$3.43K |
|
|
GNC
2187
DELISTED
GNC Holdings, Inc.
GNC
| $91K | ﹤0.01% |
10,854
-29,763
| -73% | -$250K |
|
|
WIN
2188
DELISTED
Windstream Holdings Inc
WIN
| $91K | ﹤0.01% |
23,447
-3,697
| -14% | -$14.3K |
|
2189
A10 Networks
ATEN
$1.28B
| $88K | ﹤0.01% |
+10,456
| New | +$88K |
|
2190
Entravision Communication
EVC
$236M
| $88K | ﹤0.01% |
13,382
+539
| +4% | +$3.54K |
|
|
EVRI
2191
DELISTED
Everi Holdings
EVRI
| $85K | ﹤0.01% |
+11,658
| New | +$85K |
|
|
NYMT
2192
New York Mortgage Trust
NYMT
$652M
| $85K | ﹤0.01% |
13,709
-10,020
| -42% | -$62.1K |
|
|
ATRS
2193
DELISTED
Antares Pharma, Inc.
ATRS
| $85K | ﹤0.01% |
+26,298
| New | +$85K |
|
|
ACHN
2194
DELISTED
Achillion Pharmaceuticals, Inc.
ACHN
| $85K | ﹤0.01% |
18,449
-3,058
| -14% | -$14.1K |
|
|
KLDX
2195
DELISTED
KLONDEX MINES LTD
KLDX
| $83K | ﹤0.01% |
+24,700
| New | +$83K |
|
|
AHT
2196
Ashford Hospitality Trust
AHT
$36.7M
| $82K | ﹤0.01% |
13,426
+323
| +2% | +$1.97K |
|
2197
Rockwell Medical
RMTI
$58.9M
| $82K | ﹤0.01% |
+10,332
| New | +$82K |
|
2198
Accuray
ARAY
$157M
| $80K | ﹤0.01% |
16,920
+750
| +5% | +$3.55K |
|
2199
BioCryst Pharmaceuticals
BCRX
$1.74B
| $80K | ﹤0.01% |
14,375
+1,125
| +8% | +$6.26K |
|
|
ELGX
2200
DELISTED
Endologix Inc
ELGX
| $79K | ﹤0.01% |
16,357
+827
| +5% | +$3.99K |
|