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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Vericel Corp
VCEL
$1.72B
| $182K | ﹤0.01% |
+18,747
| New | +$182K |
|
2177
Steelcase
SCS
$1.98B
| $179K | ﹤0.01% |
13,231
-43,285
| -77% | -$586K |
|
|
AAMI
2178
Acadian Asset Management Inc.
AAMI
$1.61B
| $176K | ﹤0.01% |
+12,357
| New | +$176K |
|
2179
Capitol Federal Financial
CFFN
$843M
| $174K | ﹤0.01% |
13,218
-348
| -3% | -$4.58K |
|
|
AFSI
2180
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $168K | ﹤0.01% |
+11,524
| New | +$168K |
|
2181
BioCryst Pharmaceuticals
BCRX
$1.72B
| $166K | ﹤0.01% |
28,960
+1,482
| +5% | +$8.5K |
|
|
PVLA
2182
Palvella Therapeutics, Inc. Common Stock
PVLA
$609M
| $164K | ﹤0.01% |
405
+214
| +112% | +$86.7K |
|
|
RCM
2183
DELISTED
R1 RCM Inc. Common Stock
RCM
| $164K | ﹤0.01% |
18,844
-8,809
| -32% | -$76.7K |
|
|
TAHO
2184
DELISTED
Tahoe Resources Inc
TAHO
| $164K | ﹤0.01% |
+33,434
| New | +$164K |
|
|
AXAS
2185
DELISTED
Abraxas Petroleum Corporation
AXAS
| $163K | ﹤0.01% |
2,824
+1,530
| +118% | +$88.3K |
|
2186
Geron
GERN
$874M
| $161K | ﹤0.01% |
47,137
-1,148
| -2% | -$3.92K |
|
|
CLDR
2187
DELISTED
Cloudera, Inc.
CLDR
| $160K | ﹤0.01% |
11,720
+1,505
| +15% | +$20.5K |
|
2188
Vital Energy
VTLE
$609M
| $158K | ﹤0.01% |
823
-595
| -42% | -$114K |
|
2189
Amkor Technology
AMKR
$6.14B
| $154K | ﹤0.01% |
17,956
-676
| -4% | -$5.8K |
|
|
ATRS
2190
DELISTED
Antares Pharma, Inc.
ATRS
| $153K | ﹤0.01% |
59,316
-18,788
| -24% | -$48.5K |
|
|
INFN
2191
DELISTED
Infinera Corporation Common Stock
INFN
| $152K | ﹤0.01% |
15,298
-259
| -2% | -$2.57K |
|
|
ELGX
2192
DELISTED
Endologix Inc
ELGX
| $148K | ﹤0.01% |
2,619
-65
| -2% | -$3.67K |
|
|
PDLI
2193
DELISTED
PDL BioPharma, Inc.
PDLI
| $148K | ﹤0.01% |
63,196
-11,375
| -15% | -$26.6K |
|
2194
Coeur Mining
CDE
$9.36B
| $146K | ﹤0.01% |
19,147
-303
| -2% | -$2.31K |
|
|
ECYT
2195
DELISTED
Endocyte, Inc. Common Stock
ECYT
| $143K | ﹤0.01% |
+10,344
| New | +$143K |
|
2196
Hecla Mining
HL
$6.78B
| $142K | ﹤0.01% |
40,776
-563
| -1% | -$1.96K |
|
|
FIT
2197
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $142K | ﹤0.01% |
21,701
+1,266
| +6% | +$8.28K |
|
2198
TrueCar
TRUE
$195M
| $140K | ﹤0.01% |
+13,842
| New | +$140K |
|
2199
Kearny Financial
KRNY
$414M
| $138K | ﹤0.01% |
+10,294
| New | +$138K |
|
2200
Pacific Biosciences
PACB
$375M
| $138K | ﹤0.01% |
38,831
+3,353
| +9% | +$11.9K |
|