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 | |
|---|---|---|---|---|---|---|
551
Fortis
FTS
$24.6B
| $26.8M | 0.03% |
803,495
-48,665
| -6% | -$1.62M |
|
552
Merit Medical Systems
MMSI
$5.47B
| $26.8M | 0.03% |
480,034
+7,094
| +1% | +$396K |
|
553
SEI Investments
SEIC
$10.8B
| $26.8M | 0.03% |
579,881
-14,083
| -2% | -$651K |
|
554
Stanley Black & Decker
SWK
$12.1B
| $26.7M | 0.03% |
223,265
-5,789
| -3% | -$693K |
|
555
ASGN Inc
ASGN
$2.3B
| $26.7M | 0.03% |
489,847
-210,204
| -30% | -$11.5M |
|
556
Sabre
SABR
$698M
| $26.5M | 0.03% |
1,225,056
+88,536
| +8% | +$1.92M |
|
557
Dick's Sporting Goods
DKS
$17.9B
| $26.5M | 0.03% |
849,177
+11,114
| +1% | +$347K |
|
558
Pool Corp
POOL
$12.5B
| $26.4M | 0.03% |
177,816
-3,894
| -2% | -$579K |
|
559
NETGEAR
NTGR
$817M
| $26.4M | 0.03% |
507,890
-11,967
| -2% | -$623K |
|
560
Comerica
CMA
$8.88B
| $26.4M | 0.03% |
384,110
-546,261
| -59% | -$37.5M |
|
|
HRC
561
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $26.4M | 0.03% |
297,922
-1,133
| -0.4% | -$100K |
|
562
Devon Energy
DVN
$21.8B
| $26.4M | 0.03% |
1,169,844
-143,481
| -11% | -$3.23M |
|
563
Carlisle Companies
CSL
$16.8B
| $26.3M | 0.03% |
261,722
-6,004
| -2% | -$604K |
|
564
DXC Technology
DXC
$2.62B
| $26.3M | 0.03% |
494,755
-203,977
| -29% | -$10.8M |
|
565
FirstCash
FCFS
$6.56B
| $26.3M | 0.03% |
363,376
-31,015
| -8% | -$2.24M |
|
566
Toro Company
TTC
$7.96B
| $26.2M | 0.03% |
469,014
-9,261
| -2% | -$518K |
|
567
Community Bank
CBU
$3.18B
| $26.2M | 0.03% |
448,764
+31,410
| +8% | +$1.83M |
|
568
Lamar Advertising Co
LAMR
$13B
| $26.2M | 0.03% |
378,133
-4,360
| -1% | -$302K |
|
569
Post Holdings
POST
$5.77B
| $26.1M | 0.03% |
448,146
-8,471
| -2% | -$494K |
|
|
VVC
570
DELISTED
Vectren Corporation
VVC
| $26.1M | 0.03% |
363,087
-7,847
| -2% | -$565K |
|
|
CERN
571
DELISTED
Cerner Corp
CERN
| $26.1M | 0.03% |
498,374
-1,847
| -0.4% | -$96.9K |
|
572
Protolabs
PRLB
$1.2B
| $26.1M | 0.03% |
231,281
-198
| -0.1% | -$22.3K |
|
573
Semtech
SMTC
$5.26B
| $26M | 0.03% |
566,335
-10,415
| -2% | -$478K |
|
574
Exelixis
EXEL
$10.1B
| $25.9M | 0.03% |
1,317,606
-21,943
| -2% | -$432K |
|
575
Celanese
CE
$5.09B
| $25.9M | 0.03% |
288,054
+207,273
| +257% | +$18.6M |
|