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 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Nucor
NUE
$32.4B
| $27.5M | 0.03% |
491,292
-36,175
| -7% | -$2.03M |
|
602
Lumentum
LITE
$10.6B
| $27.4M | 0.03% |
504,145
+39,902
| +9% | +$2.17M |
|
603
Transocean
RIG
$2.96B
| $27.3M | 0.03% |
2,536,811
+1,919,171
| +311% | +$20.7M |
|
604
W.R. Berkley
WRB
$27.4B
| $27.3M | 0.03% |
1,378,350
-7,371
| -0.5% | -$146K |
|
605
Lincoln National
LNC
$7.88B
| $27.2M | 0.03% |
370,434
-103,384
| -22% | -$7.6M |
|
606
Toll Brothers
TOL
$14B
| $27.2M | 0.03% |
655,582
+18,520
| +3% | +$768K |
|
607
PTC
PTC
$24.4B
| $27.2M | 0.03% |
482,440
-8,308
| -2% | -$468K |
|
608
Wabtec
WAB
$32.5B
| $27.1M | 0.03% |
357,627
-2,952
| -0.8% | -$224K |
|
609
Expedia Group
EXPE
$26.9B
| $27.1M | 0.03% |
188,192
-6,977
| -4% | -$1M |
|
610
Murphy Oil
MUR
$3.56B
| $27M | 0.03% |
1,018,113
+642,930
| +171% | +$17.1M |
|
|
KG
611
Kestrel Group, Ltd.
KG
$195M
| $27M | 0.03% |
169,977
+19,176
| +13% | +$3.05M |
|
612
MasTec
MTZ
$13.8B
| $27M | 0.03% |
581,926
-22,741
| -4% | -$1.06M |
|
|
STMP
613
DELISTED
Stamps.com, Inc.
STMP
| $27M | 0.03% |
133,088
-1,640
| -1% | -$332K |
|
|
XLNX
614
DELISTED
Xilinx Inc
XLNX
| $27M | 0.03% |
380,520
-17,983
| -5% | -$1.27M |
|
615
EnerSys
ENS
$3.89B
| $26.9M | 0.03% |
389,283
+1,008
| +0.3% | +$69.7K |
|
616
Carlisle Companies
CSL
$16.3B
| $26.8M | 0.03% |
267,029
-7,302
| -3% | -$732K |
|
617
Weibo
WB
$3B
| $26.8M | 0.03% |
270,613
-47,695
| -15% | -$4.72M |
|
|
FLG
618
Flagstar Financial, Inc.
FLG
$5.24B
| $26.6M | 0.03% |
688,848
+4,493
| +0.7% | +$174K |
|
619
Thor Industries
THO
$5.79B
| $26.6M | 0.03% |
210,937
+4,217
| +2% | +$531K |
|
620
L3Harris
LHX
$50.6B
| $26.6M | 0.03% |
201,650
-474,106
| -70% | -$62.4M |
|
621
Chemed
CHE
$6.74B
| $26.5M | 0.03% |
131,227
-2,005
| -2% | -$405K |
|
622
Clorox
CLX
$15.4B
| $26.5M | 0.03% |
200,819
-1,299
| -0.6% | -$171K |
|
623
Evercore
EVR
$12.6B
| $26.4M | 0.03% |
328,813
-16,446
| -5% | -$1.32M |
|
624
Raymond James Financial
RJF
$33B
| $26.4M | 0.03% |
469,293
-71,819
| -13% | -$4.04M |
|
625
APA Corp
APA
$7.75B
| $26.3M | 0.03% |
575,003
-5,254
| -0.9% | -$241K |
|