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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Zebra Technologies
ZBRA
$15.9B
| $38.7M | 0.04% |
242,889
-4,642
| -2% | -$739K |
|
427
Synopsys
SNPS
$112B
| $38.2M | 0.04% |
453,272
-12,605
| -3% | -$1.06M |
|
428
Deckers Outdoor
DECK
$17.1B
| $37.9M | 0.04% |
1,775,430
+132,276
| +8% | +$2.82M |
|
|
VIAB
429
DELISTED
Viacom Inc. Class B
VIAB
| $37.8M | 0.04% |
1,468,886
+338,957
| +30% | +$8.71M |
|
430
Halliburton
HAL
$18.5B
| $37.7M | 0.04% |
1,420,046
-162,986
| -10% | -$4.33M |
|
|
PRAH
431
DELISTED
PRA Health Sciences, Inc.
PRAH
| $37.7M | 0.04% |
409,811
-11,896
| -3% | -$1.09M |
|
432
Steel Dynamics
STLD
$19.2B
| $37.4M | 0.04% |
1,246,086
-125,265
| -9% | -$3.76M |
|
433
Amphenol
APH
$143B
| $36.8M | 0.04% |
1,817,948
-20,032
| -1% | -$406K |
|
434
Brink's
BCO
$4.82B
| $36.8M | 0.04% |
569,383
+7,196
| +1% | +$465K |
|
|
PXD
435
DELISTED
Pioneer Natural Resource Co.
PXD
| $36.7M | 0.04% |
278,917
-13,787
| -5% | -$1.81M |
|
436
lululemon athletica
LULU
$19.6B
| $36.6M | 0.04% |
301,239
+17,249
| +6% | +$2.1M |
|
437
eBay
EBAY
$42.2B
| $36.5M | 0.04% |
1,300,989
-47,114
| -3% | -$1.32M |
|
438
Chipotle Mexican Grill
CMG
$52.9B
| $36.3M | 0.04% |
4,205,850
+218,300
| +5% | +$1.89M |
|
439
Trimble
TRMB
$19.1B
| $36.1M | 0.04% |
1,096,992
-12,048
| -1% | -$397K |
|
440
OGE Energy
OGE
$8.82B
| $36.1M | 0.04% |
920,083
-9,150
| -1% | -$359K |
|
441
Corning
GLW
$62B
| $36M | 0.04% |
1,192,716
-18,272
| -2% | -$552K |
|
442
Old Dominion Freight Line
ODFL
$31.2B
| $35.9M | 0.04% |
871,479
-20,382
| -2% | -$839K |
|
443
Vermilion Energy
VET
$1.13B
| $35.8M | 0.04% |
1,700,713
+34,158
| +2% | +$720K |
|
|
APC
444
DELISTED
Anadarko Petroleum
APC
| $35.7M | 0.04% |
814,620
-51,076
| -6% | -$2.24M |
|
445
Cognex
CGNX
$7.45B
| $35.5M | 0.04% |
917,927
+59,755
| +7% | +$2.31M |
|
446
MasTec
MTZ
$13.8B
| $35.2M | 0.04% |
867,383
+272,022
| +46% | +$11M |
|
447
Consolidated Edison
ED
$35B
| $35.1M | 0.04% |
459,115
-249,115
| -35% | -$19M |
|
448
Lennox International
LII
$19.6B
| $35M | 0.04% |
159,775
-3,552
| -2% | -$777K |
|
449
Electronic Arts
EA
$41.5B
| $34.9M | 0.04% |
442,213
-9,207
| -2% | -$727K |
|
|
TCF
450
DELISTED
TCF Financial Corporation
TCF
| $34.8M | 0.04% |
1,785,832
+86,565
| +5% | +$1.69M |
|