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 | |
|---|---|---|---|---|---|---|
576
Liberty Media Series A
FWONA
$22.4B
| $29.6M | 0.02% |
705,847
+10,216
| +1% | +$428K |
|
577
Align Technology
ALGN
$9.64B
| $29.6M | 0.02% |
105,939
-4,459
| -4% | -$1.24M |
|
578
Keysight
KEYS
$29.3B
| $29.5M | 0.02% |
287,123
-5,398
| -2% | -$554K |
|
579
Thor Industries
THO
$5.66B
| $29.5M | 0.02% |
396,551
+112,419
| +40% | +$8.35M |
|
580
Woodward
WWD
$14.3B
| $29.4M | 0.02% |
247,955
+1,133
| +0.5% | +$134K |
|
581
Prosperity Bancshares
PB
$6.4B
| $29.4M | 0.02% |
408,270
+114,756
| +39% | +$8.25M |
|
582
Oshkosh
OSK
$8.75B
| $29.3M | 0.02% |
310,068
-4,549
| -1% | -$431K |
|
583
Aecom
ACM
$16.6B
| $29.3M | 0.02% |
678,294
-5,799
| -0.8% | -$250K |
|
584
Korn Ferry
KFY
$3.81B
| $29.3M | 0.02% |
689,954
-7,050
| -1% | -$299K |
|
585
Community Bank
CBU
$3.13B
| $29.2M | 0.02% |
411,499
-21,856
| -5% | -$1.55M |
|
|
CMD
586
DELISTED
Cantel Medical Corporation
CMD
| $28.9M | 0.02% |
407,867
+251,756
| +161% | +$17.8M |
|
587
Vermilion Energy
VET
$1.18B
| $28.9M | 0.02% |
1,765,991
-226,146
| -11% | -$3.7M |
|
588
ITT
ITT
$13.6B
| $28.7M | 0.02% |
388,757
-992
| -0.3% | -$73.3K |
|
589
Ciena
CIEN
$18.4B
| $28.6M | 0.02% |
669,114
-17,564
| -3% | -$750K |
|
|
JBTM
590
JBT Marel Corporation
JBTM
$7.09B
| $28.5M | 0.02% |
253,399
-1,845
| -0.7% | -$208K |
|
|
ILPT
591
Industrial Logistics Properties Trust
ILPT
$415M
| $28.5M | 0.02% |
1,271,008
+441,598
| +53% | +$9.9M |
|
592
Clorox
CLX
$15.1B
| $28.4M | 0.02% |
184,856
-4,389
| -2% | -$674K |
|
593
Ameren
AEE
$26.8B
| $28.1M | 0.02% |
366,386
-65,945
| -15% | -$5.06M |
|
|
WLH
594
DELISTED
WILLIAM LYON HOMES
WLH
| $28.1M | 0.02% |
1,404,806
-18,929
| -1% | -$378K |
|
595
Carnival Corp
CCL
$42.5B
| $28M | 0.02% |
551,224
-17,504
| -3% | -$890K |
|
|
ACC
596
DELISTED
American Campus Communities, Inc.
ACC
| $28M | 0.02% |
595,766
-4,267
| -0.7% | -$201K |
|
597
Brixmor Property Group
BRX
$8.51B
| $28M | 0.02% |
1,295,011
-1,638
| -0.1% | -$35.4K |
|
598
Strategic Education
STRA
$1.94B
| $27.9M | 0.02% |
175,669
-1,086
| -0.6% | -$173K |
|
599
Steven Madden
SHOO
$2.22B
| $27.9M | 0.02% |
648,931
-17,850
| -3% | -$768K |
|
600
Lithia Motors
LAD
$8.64B
| $27.8M | 0.02% |
189,297
+8,947
| +5% | +$1.32M |
|