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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Ventas
VTR
$31.5B
| $30M | 0.03% |
526,445
-22,338
| -4% | -$1.27M |
|
|
SBNY
577
DELISTED
Signature Bank
SBNY
| $29.9M | 0.03% |
233,525
-85
| -0% | -$10.9K |
|
|
BSMX
578
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $29.8M | 0.03% |
4,454,373
| – | – |
|
|
PARA
579
DELISTED
Paramount Global Class B
PARA
| $29.7M | 0.03% |
528,596
+13,944
| +3% | +$784K |
|
580
Helmerich & Payne
HP
$2.07B
| $29.7M | 0.03% |
465,580
+167,835
| +56% | +$10.7M |
|
581
PPL Corp
PPL
$26.5B
| $29.6M | 0.03% |
1,036,590
-1,242
| -0.1% | -$35.5K |
|
582
Willis Towers Watson
WTW
$32.2B
| $29.5M | 0.03% |
194,856
-1,744
| -0.9% | -$264K |
|
583
Corpay
CPAY
$21.5B
| $29.4M | 0.03% |
139,655
+124,955
| +850% | +$26.3M |
|
584
Rayonier
RYN
$4.04B
| $29.4M | 0.03% |
798,499
+16,581
| +2% | +$610K |
|
|
CSFL
585
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $29.4M | 0.03% |
985,458
-33,189
| -3% | -$990K |
|
586
Insperity
NSP
$1.93B
| $29.3M | 0.03% |
307,903
-294,923
| -49% | -$28.1M |
|
587
Service Corp International
SCI
$11B
| $29.3M | 0.03% |
819,120
+5,919
| +0.7% | +$212K |
|
588
First Commonwealth Financial
FCF
$1.84B
| $29.2M | 0.03% |
1,885,731
+789,922
| +72% | +$12.3M |
|
589
Carlisle Companies
CSL
$16.2B
| $29.1M | 0.03% |
268,287
-602
| -0.2% | -$65.2K |
|
590
Masco
MAS
$15.3B
| $29M | 0.03% |
776,194
+8,141
| +1% | +$305K |
|
|
ESL
591
DELISTED
Esterline Technologies
ESL
| $29M | 0.03% |
393,570
+5,027
| +1% | +$371K |
|
592
Green Dot
GDOT
$757M
| $29M | 0.03% |
395,398
+2,131
| +0.5% | +$156K |
|
|
CIO
593
City Office REIT
CIO
$280M
| $29M | 0.03% |
2,257,063
-78,585
| -3% | -$1.01M |
|
594
Prestige Consumer Healthcare
PBH
$3.2B
| $28.9M | 0.03% |
752,776
+53,406
| +8% | +$2.05M |
|
|
AZPN
595
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $28.8M | 0.03% |
310,276
-84,277
| -21% | -$7.82M |
|
596
Axon Enterprise
AXON
$58.7B
| $28.7M | 0.03% |
453,833
+41,862
| +10% | +$2.64M |
|
597
Alliance Resource Partners
ARLP
$2.92B
| $28.7M | 0.03% |
1,561,495
+25,725
| +2% | +$472K |
|
598
Toro Company
TTC
$7.68B
| $28.6M | 0.03% |
475,392
+1,631
| +0.3% | +$98.3K |
|
599
Carvana
CVNA
$50.4B
| $28.6M | 0.03% |
688,140
-16,415
| -2% | -$683K |
|
600
First Financial Bankshares
FFIN
$5.13B
| $28.2M | 0.03% |
1,108,586
+14,774
| +1% | +$376K |
|