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 | |
|---|---|---|---|---|---|---|
526
Highwoods Properties
HIW
$3.45B
| $28.9M | 0.03% |
747,157
-121,461
| -14% | -$4.7M |
|
527
Ingevity
NGVT
$2.21B
| $28.9M | 0.03% |
345,016
-14,618
| -4% | -$1.22M |
|
|
UCB
528
United Community Banks, Inc.
UCB
$4.02B
| $28.9M | 0.03% |
1,344,932
-23,424
| -2% | -$503K |
|
529
International Paper
IP
$25B
| $28.8M | 0.03% |
754,612
-63,220
| -8% | -$2.42M |
|
530
Waste Connections
WCN
$45.9B
| $28.8M | 0.03% |
387,899
-6,335
| -2% | -$470K |
|
531
Reliance Steel & Aluminium
RS
$15.7B
| $28.7M | 0.03% |
403,071
-33,291
| -8% | -$2.37M |
|
532
Trex
TREX
$6.77B
| $28.7M | 0.03% |
965,960
-51,776
| -5% | -$1.54M |
|
533
Carnival Corp
CCL
$42.8B
| $28.4M | 0.03% |
576,557
-4,621
| -0.8% | -$228K |
|
|
ORBK
534
DELISTED
Orbotech Ltd
ORBK
| $28.3M | 0.03% |
501,088
+40,401
| +9% | +$2.28M |
|
535
Arista Networks
ANET
$178B
| $28.1M | 0.03% |
2,136,512
+97,936
| +5% | +$1.29M |
|
536
Synchrony
SYF
$28B
| $28.1M | 0.03% |
1,197,269
-269,573
| -18% | -$6.32M |
|
537
Edison International
EIX
$20.5B
| $27.9M | 0.03% |
491,740
+1,780
| +0.4% | +$101K |
|
|
IDTI
538
DELISTED
Integrated Device Technology I
IDTI
| $27.8M | 0.03% |
573,459
-9,388
| -2% | -$455K |
|
539
WaFd
WAFD
$2.48B
| $27.7M | 0.03% |
1,037,553
-235,826
| -19% | -$6.3M |
|
540
Rockwell Automation
ROK
$38.8B
| $27.6M | 0.03% |
183,114
-8,326
| -4% | -$1.25M |
|
541
Glacier Bancorp
GBCI
$5.88B
| $27.5M | 0.03% |
693,697
+2,697
| +0.4% | +$107K |
|
542
ITT
ITT
$13.5B
| $27.5M | 0.03% |
568,709
+177,911
| +46% | +$8.59M |
|
543
Northern Trust
NTRS
$24.3B
| $27.4M | 0.03% |
328,227
-16,651
| -5% | -$1.39M |
|
544
Ball Corp
BALL
$13.9B
| $27.2M | 0.03% |
592,517
+76,294
| +15% | +$3.51M |
|
545
Kirby Corp
KEX
$4.98B
| $27.2M | 0.03% |
403,694
-37,912
| -9% | -$2.55M |
|
|
AUD
546
DELISTED
Audacy, Inc.
AUD
| $27.2M | 0.03% |
4,760,013
-375,044
| -7% | -$2.14M |
|
547
IQVIA
IQV
$32.2B
| $27.2M | 0.03% |
233,820
-15,425
| -6% | -$1.79M |
|
548
WEX
WEX
$5.91B
| $27.1M | 0.03% |
193,649
-4,238
| -2% | -$594K |
|
549
EXL Service
EXLS
$7.14B
| $27M | 0.03% |
2,562,635
-215,495
| -8% | -$2.27M |
|
550
Medifast
MED
$152M
| $26.9M | 0.03% |
215,436
+39,238
| +22% | +$4.91M |
|