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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Kroger
KR
$44.1B
| $37.8M | 0.03% |
1,304,740
-50,724
| -4% | -$1.47M |
|
477
Agilent Technologies
A
$35.3B
| $37.8M | 0.03% |
442,583
-15,088
| -3% | -$1.29M |
|
478
Molina Healthcare
MOH
$9.64B
| $37.5M | 0.03% |
276,038
+374
| +0.1% | +$50.7K |
|
479
Toro Company
TTC
$7.71B
| $37.4M | 0.03% |
468,958
+651
| +0.1% | +$51.9K |
|
480
Lennox International
LII
$19.5B
| $37.3M | 0.03% |
152,872
-1,425
| -0.9% | -$348K |
|
481
Reliance Steel & Aluminium
RS
$15.3B
| $37.2M | 0.03% |
310,970
-832
| -0.3% | -$99.6K |
|
|
TCF
482
DELISTED
TCF Financial Corporation Common Stock
TCF
| $37.2M | 0.03% |
794,950
-818
| -0.1% | -$38.3K |
|
483
Rockwell Automation
ROK
$38.1B
| $37.2M | 0.03% |
183,513
+5,866
| +3% | +$1.19M |
|
|
CY
484
DELISTED
Cypress Semiconductor
CY
| $37.2M | 0.03% |
1,593,093
-1,403
| -0.1% | -$32.7K |
|
485
Pool Corp
POOL
$12B
| $37.1M | 0.03% |
174,832
+552
| +0.3% | +$117K |
|
486
American Financial Group
AFG
$11.4B
| $37.1M | 0.03% |
338,486
+256
| +0.1% | +$28.1K |
|
487
Lear
LEA
$5.77B
| $36.9M | 0.03% |
268,934
+231,365
| +616% | +$31.7M |
|
488
Willis Towers Watson
WTW
$32.2B
| $36.8M | 0.03% |
182,283
-6,718
| -4% | -$1.36M |
|
489
NetEase
NTES
$92.1B
| $36.7M | 0.03% |
598,925
-86,305
| -13% | -$5.29M |
|
490
Service Corp International
SCI
$11B
| $36.7M | 0.03% |
797,947
+3,326
| +0.4% | +$153K |
|
491
SEI Investments
SEIC
$10.7B
| $36.6M | 0.03% |
559,193
-2,309
| -0.4% | -$151K |
|
492
Bio-Techne
TECH
$7.99B
| $36.5M | 0.03% |
665,256
+800
| +0.1% | +$43.9K |
|
493
Synopsys
SNPS
$72.1B
| $36.4M | 0.03% |
261,851
+1,357
| +0.5% | +$189K |
|
494
Western Digital
WDC
$32.6B
| $36.4M | 0.03% |
758,795
+99,191
| +15% | +$4.76M |
|
|
TWTR
495
DELISTED
Twitter, Inc.
TWTR
| $36.4M | 0.03% |
1,135,770
-31,851
| -3% | -$1.02M |
|
496
Cadence Design Systems
CDNS
$91.2B
| $36.1M | 0.03% |
521,183
-9,902
| -2% | -$687K |
|
|
XLNX
497
DELISTED
Xilinx Inc
XLNX
| $36.1M | 0.03% |
369,531
-16,754
| -4% | -$1.64M |
|
498
DTE Energy
DTE
$28.1B
| $35.9M | 0.03% |
324,730
+217
| +0.1% | +$24K |
|
499
Stanley Black & Decker
SWK
$11.8B
| $35.7M | 0.03% |
215,562
-6,942
| -3% | -$1.15M |
|
500
Kirby Corp
KEX
$4.84B
| $35.7M | 0.03% |
398,702
+3,538
| +0.9% | +$317K |
|