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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
+$173M |
| 2 |
FRC
First Republic Bank
FRC
|
+$124M |
| 3 |
Equinix
EQIX
|
+$94.5M |
| 4 |
Brookfield
BN
|
+$89.3M |
| 5 |
Hilton Worldwide
HLT
|
+$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FLG
601
Flagstar Financial, Inc.
FLG
$5.24B
| $28M | 0.03% |
716,248
+27,489
| +4% | +$1.07M |
|
602
Global Payments
GPN
$20.6B
| $27.9M | 0.03% |
250,574
-1,516
| -0.6% | -$169K |
|
|
XLNX
603
DELISTED
Xilinx Inc
XLNX
| $27.9M | 0.03% |
386,639
-4,634
| -1% | -$335K |
|
604
WEX
WEX
$5.81B
| $27.9M | 0.03% |
178,049
+7,891
| +5% | +$1.24M |
|
605
Hartford Financial Services
HIG
$36.9B
| $27.9M | 0.03% |
541,210
-858,372
| -61% | -$44.2M |
|
|
CERN
606
DELISTED
Cerner Corp
CERN
| $27.7M | 0.03% |
478,428
-3,228
| -0.7% | -$187K |
|
607
Neogen
NEOG
$1.21B
| $27.7M | 0.03% |
825,610
+26,477
| +3% | +$887K |
|
608
Integra LifeSciences
IART
$1.2B
| $27.4M | 0.03% |
494,735
+10,388
| +2% | +$575K |
|
|
X
609
DELISTED
US Steel
X
| $27.2M | 0.03% |
774,242
+31,607
| +4% | +$1.11M |
|
610
Ventas
VTR
$31.5B
| $27.2M | 0.03% |
548,783
+1,915
| +0.4% | +$94.8K |
|
611
Spire
SR
$4.5B
| $27.2M | 0.03% |
375,537
+6,942
| +2% | +$502K |
|
612
Alliance Resource Partners
ARLP
$2.92B
| $27.1M | 0.03% |
1,535,770
-154,142
| -9% | -$2.72M |
|
613
MasTec
MTZ
$15B
| $27.1M | 0.03% |
575,554
-11,400
| -2% | -$536K |
|
614
Lazard
LAZ
$5.25B
| $27.1M | 0.03% |
515,176
-113,188
| -18% | -$5.95M |
|
615
Columbia Banking Systems
COLB
$7.84B
| $27.1M | 0.03% |
645,287
+16,111
| +3% | +$676K |
|
616
Delek US
DK
$1.79B
| $27.1M | 0.03% |
664,625
-5,057
| -0.8% | -$206K |
|
|
CSFL
617
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $27M | 0.03% |
1,018,647
+274,718
| +37% | +$7.29M |
|
618
AutoZone
AZO
$71.1B
| $27M | 0.03% |
41,641
-487
| -1% | -$316K |
|
|
CIO
619
City Office REIT
CIO
$280M
| $27M | 0.03% |
2,335,648
+12,400
| +0.5% | +$143K |
|
620
HealthEquity
HQY
$7.88B
| $27M | 0.03% |
445,219
+17,193
| +4% | +$1.04M |
|
621
GoDaddy
GDDY
$20.1B
| $26.9M | 0.03% |
438,491
-4,696
| -1% | -$288K |
|
622
MGM Resorts International
MGM
$9.79B
| $26.9M | 0.03% |
768,030
+3,422
| +0.4% | +$120K |
|
|
STMP
623
DELISTED
Stamps.com, Inc.
STMP
| $26.9M | 0.03% |
133,753
+3,328
| +3% | +$669K |
|
624
Cabot Corp
CBT
$4.21B
| $26.8M | 0.03% |
481,555
+214,334
| +80% | +$11.9M |
|
625
Olin
OLN
$2.92B
| $26.8M | 0.03% |
881,859
-160,777
| -15% | -$4.89M |
|