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 | |
|---|---|---|---|---|---|---|
476
AutoZone
AZO
$71B
| $32.5M | 0.03% |
38,788
-2,807
| -7% | -$2.35M |
|
477
Dollar Tree
DLTR
$20.3B
| $32.5M | 0.03% |
359,924
-590
| -0.2% | -$53.3K |
|
478
Ventas
VTR
$30.9B
| $32.4M | 0.03% |
553,714
-9,763
| -2% | -$572K |
|
479
Central Garden & Pet Class A
CENTA
$2.14B
| $32.4M | 0.03% |
1,294,545
+178,702
| +16% | +$4.47M |
|
480
Cummins
CMI
$54.8B
| $32.2M | 0.03% |
240,666
-41,676
| -15% | -$5.57M |
|
481
First Financial Bankshares
FFIN
$5.22B
| $32.1M | 0.03% |
1,112,730
-41,002
| -4% | -$1.18M |
|
482
Paychex
PAYX
$48.7B
| $32M | 0.03% |
491,652
-14,923
| -3% | -$972K |
|
|
TWTR
483
DELISTED
Twitter, Inc.
TWTR
| $32M | 0.03% |
1,112,393
-13,907
| -1% | -$400K |
|
|
ALXN
484
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $32M | 0.03% |
328,244
-4,048
| -1% | -$394K |
|
485
Service Corp International
SCI
$11.1B
| $31.9M | 0.03% |
793,370
-18,593
| -2% | -$749K |
|
486
Planet Fitness
PLNT
$8.75B
| $31.9M | 0.03% |
595,268
-229,352
| -28% | -$12.3M |
|
487
Newmont
NEM
$83.2B
| $31.9M | 0.03% |
919,885
-108,689
| -11% | -$3.77M |
|
488
Tyler Technologies
TYL
$24.5B
| $31.8M | 0.03% |
171,153
-2,543
| -1% | -$473K |
|
489
West Pharmaceutical
WST
$18.2B
| $31.8M | 0.03% |
324,371
-3,173
| -1% | -$311K |
|
|
OAK
490
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $31.8M | 0.03% |
799,845
-370,562
| -32% | -$14.7M |
|
491
CenterPoint Energy
CNP
$24.4B
| $31.7M | 0.03% |
1,124,315
-174,220
| -13% | -$4.92M |
|
492
Zimmer Biomet
ZBH
$20.7B
| $31.7M | 0.03% |
314,940
-4,223
| -1% | -$425K |
|
493
Green Dot
GDOT
$766M
| $31.6M | 0.03% |
397,283
-18,549
| -4% | -$1.48M |
|
494
Labcorp
LH
$23B
| $31.5M | 0.03% |
289,855
-196,244
| -40% | -$21.3M |
|
|
UMPQ
495
DELISTED
Umpqua Holdings Corp
UMPQ
| $31.4M | 0.03% |
1,976,624
-58,417
| -3% | -$929K |
|
496
Citizens Financial Group
CFG
$22.3B
| $31.3M | 0.03% |
1,053,695
-253,320
| -19% | -$7.53M |
|
497
Kemper
KMPR
$3.35B
| $31.3M | 0.03% |
471,455
-66,724
| -12% | -$4.43M |
|
498
Caleres
CAL
$528M
| $31.2M | 0.03% |
1,120,087
-49,201
| -4% | -$1.37M |
|
499
W.R. Berkley
WRB
$27.5B
| $31.2M | 0.03% |
1,422,768
-18,873
| -1% | -$413K |
|
500
Hillenbrand
HI
$1.81B
| $31.1M | 0.03% |
820,953
-27,538
| -3% | -$1.04M |
|