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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MNTV
2176
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $391K | ﹤0.01% |
24,027
+1,957
| +9% | +$31.8K |
|
2177
Cohen & Steers
CNS
$3.7B
| $388K | ﹤0.01% |
4,517
+285
| +7% | +$24.5K |
|
2178
Hecla Mining
HL
$6.04B
| $384K | ﹤0.01% |
58,467
-866
| -1% | -$5.69K |
|
2179
AnaptysBio
ANAB
$613M
| $380K | ﹤0.01% |
15,373
-6,327
| -29% | -$156K |
|
2180
TG Therapeutics
TGTX
$5.11B
| $380K | ﹤0.01% |
39,897
+776
| +2% | +$7.39K |
|
2181
Hackett Group
HCKT
$576M
| $378K | ﹤0.01% |
16,377
-8,227
| -33% | -$190K |
|
2182
Opendoor
OPEN
$4.89B
| $376K | ﹤0.01% |
43,476
+10,591
| +32% | +$91.6K |
|
2183
SPDR S&P Dividend ETF
SDY
$20.5B
| $376K | ﹤0.01% |
+2,936
| New | +$376K |
|
2184
Eastern Bankshares
EBC
$3.44B
| $375K | ﹤0.01% |
17,416
-576
| -3% | -$12.4K |
|
|
NVTA
2185
DELISTED
Invitae Corporation
NVTA
| $372K | ﹤0.01% |
46,669
-895
| -2% | -$7.13K |
|
2186
West Fraser Timber
WFG
$5.92B
| $370K | ﹤0.01% |
+4,497
| New | +$370K |
|
|
VZIO
2187
DELISTED
VIZIO Holding Corp.
VZIO
| $369K | ﹤0.01% |
41,495
-20,989
| -34% | -$187K |
|
|
FSR
2188
DELISTED
Fisker Inc.
FSR
| $366K | ﹤0.01% |
28,338
+1,630
| +6% | +$21.1K |
|
2189
Phillips Edison & Co
PECO
$4.54B
| $361K | ﹤0.01% |
+10,503
| New | +$361K |
|
2190
Victory Capital Holdings
VCTR
$4.77B
| $361K | ﹤0.01% |
12,495
-6,294
| -33% | -$182K |
|
2191
Horizon Bancorp
HBNC
$853M
| $360K | ﹤0.01% |
19,273
-9,794
| -34% | -$183K |
|
2192
International Seaways
INSW
$2.31B
| $359K | ﹤0.01% |
19,895
-10,144
| -34% | -$183K |
|
|
RDUS
2193
DELISTED
Radius Health, Inc.
RDUS
| $359K | ﹤0.01% |
40,602
-18,148
| -31% | -$160K |
|
2194
Open Lending Corp
LPRO
$267M
| $358K | ﹤0.01% |
18,935
+1,203
| +7% | +$22.7K |
|
|
TELL
2195
DELISTED
Tellurian Inc.
TELL
| $357K | ﹤0.01% |
67,303
+4,273
| +7% | +$22.7K |
|
2196
Artesian Resources
ARTNA
$343M
| $355K | ﹤0.01% |
7,320
+1,590
| +28% | +$77.1K |
|
2197
Grab
GRAB
$21B
| $352K | ﹤0.01% |
+100,673
| New | +$352K |
|
2198
Clarus
CLAR
$141M
| $350K | ﹤0.01% |
15,353
-7,702
| -33% | -$176K |
|
|
BBBY
2199
Bed Bath & Beyond, Inc.
BBBY
$567M
| $344K | ﹤0.01% |
7,807
+495
| +7% | +$21.8K |
|
|
DSKE
2200
DELISTED
Daseke, Inc. Common Stock
DSKE
| $344K | ﹤0.01% |
34,180
-17,312
| -34% | -$174K |
|