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 | |
|---|---|---|---|---|---|---|
2376
Liberty Energy
LBRT
$1.7B
| $156K | ﹤0.01% |
10,499
-11
| -0.1% | -$163 |
|
2377
Pangaea Logistics
PANL
$346M
| $156K | ﹤0.01% |
27,984
-14,162
| -34% | -$78.9K |
|
2378
Acco Brands
ACCO
$364M
| $153K | ﹤0.01% |
19,148
-9,618
| -33% | -$76.9K |
|
2379
Rocket Companies
RKT
$42.7B
| $153K | ﹤0.01% |
13,752
-1,332
| -9% | -$14.8K |
|
2380
Alector
ALEC
$308M
| $152K | ﹤0.01% |
10,694
-8,920
| -45% | -$127K |
|
2381
Globalstar
GSAT
$3.93B
| $152K | ﹤0.01% |
6,896
+460
| +7% | +$10.1K |
|
2382
Melco Resorts & Entertainment
MLCO
$3.79B
| $152K | ﹤0.01% |
19,942
-98
| -0.5% | -$747 |
|
2383
Rigel Pharmaceuticals
RIGL
$736M
| $152K | ﹤0.01% |
5,064
+113
| +2% | +$3.39K |
|
2384
Anavex Life Sciences
AVXL
$810M
| $151K | ﹤0.01% |
12,282
+874
| +8% | +$10.7K |
|
2385
Stitch Fix
SFIX
$735M
| $150K | ﹤0.01% |
14,910
+1,061
| +8% | +$10.7K |
|
|
NEX
2386
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $146K | ﹤0.01% |
15,764
-848
| -5% | -$7.85K |
|
2387
Inovio Pharmaceuticals
INO
$149M
| $145K | ﹤0.01% |
3,366
-234
| -7% | -$10.1K |
|
|
RVI
2388
DELISTED
Retail Value Inc. Common Shares
RVI
| $143K | ﹤0.01% |
46,597
-2,987
| -6% | -$9.17K |
|
|
MFA
2389
MFA Financial
MFA
$1.07B
| $142K | ﹤0.01% |
8,786
-859
| -9% | -$13.9K |
|
2390
Yext
YEXT
$1.1B
| $142K | ﹤0.01% |
20,636
+1,468
| +8% | +$10.1K |
|
2391
NeueHealth
NEUE
$60.3M
| $142K | ﹤0.01% |
921
+500
| +119% | +$77.1K |
|
2392
Microvision
MVIS
$334M
| $141K | ﹤0.01% |
30,090
+2,139
| +8% | +$10K |
|
2393
Ribbon Communications
RBBN
$708M
| $141K | ﹤0.01% |
45,737
-23,089
| -34% | -$71.2K |
|
|
ETWO
2394
DELISTED
E2open Parent Holdings
ETWO
| $140K | ﹤0.01% |
15,847
-1,392
| -8% | -$12.3K |
|
2395
ARKO Corp
ARKO
$563M
| $138K | ﹤0.01% |
15,133
-5,398
| -26% | -$49.2K |
|
2396
MiMedx Group
MDXG
$1.06B
| $138K | ﹤0.01% |
29,141
-16
| -0.1% | -$76 |
|
2397
VistaGen Therapeutics
VTGN
$108M
| $138K | ﹤0.01% |
3,702
-1,266
| -25% | -$47.2K |
|
2398
Permian Resources
PR
$9.75B
| $137K | ﹤0.01% |
16,945
-809
| -5% | -$6.54K |
|
2399
Cardiff Oncology
CRDF
$143M
| $136K | ﹤0.01% |
54,691
-25,616
| -32% | -$63.7K |
|
2400
Akebia Therapeutics
AKBA
$790M
| $132K | ﹤0.01% |
184,939
-73,624
| -28% | -$52.5K |
|