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 | |
|---|---|---|---|---|---|---|
626
Trex
TREX
$6.43B
| $26.8M | 0.03% |
985,152
+26,352
| +3% | +$717K |
|
|
EGN
627
DELISTED
Energen
EGN
| $26.6M | 0.03% |
423,854
+10,518
| +3% | +$661K |
|
628
Huntington Bancshares
HBAN
$25.8B
| $26.6M | 0.03% |
1,760,340
+65,260
| +4% | +$985K |
|
629
First Horizon
FHN
$11.5B
| $26.6M | 0.03% |
1,411,131
+32,016
| +2% | +$603K |
|
630
Clorox
CLX
$15.1B
| $26.5M | 0.03% |
199,411
-1,192
| -0.6% | -$159K |
|
631
Idexx Laboratories
IDXX
$51B
| $26.5M | 0.03% |
138,413
-1,414
| -1% | -$271K |
|
632
Dana Inc
DAN
$2.73B
| $26.5M | 0.03% |
1,027,760
+70,655
| +7% | +$1.82M |
|
|
LOGM
633
DELISTED
LogMein, Inc.
LOGM
| $26.5M | 0.03% |
229,100
+5,341
| +2% | +$617K |
|
|
PARA
634
DELISTED
Paramount Global Class B
PARA
| $26.4M | 0.03% |
514,652
-28,579
| -5% | -$1.47M |
|
635
KLA
KLAC
$123B
| $26.4M | 0.03% |
242,433
-1,917
| -0.8% | -$209K |
|
636
NNN REIT
NNN
$8.06B
| $26.4M | 0.03% |
671,423
+21,390
| +3% | +$840K |
|
637
Caesars Entertainment
CZR
$5.33B
| $26.3M | 0.03% |
798,152
-137,278
| -15% | -$4.53M |
|
638
Curtiss-Wright
CW
$18.7B
| $26.3M | 0.03% |
194,841
+4,816
| +3% | +$650K |
|
|
CY
639
DELISTED
Cypress Semiconductor
CY
| $26.3M | 0.03% |
1,549,982
+143,994
| +10% | +$2.44M |
|
640
Marriott Vacations Worldwide
VAC
$2.64B
| $26.3M | 0.03% |
197,250
+6,558
| +3% | +$874K |
|
641
NetApp
NTAP
$24.7B
| $26.3M | 0.03% |
425,658
+790
| +0.2% | +$48.7K |
|
642
Rayonier
RYN
$4.04B
| $26.2M | 0.03% |
781,918
+48,318
| +7% | +$1.62M |
|
643
Taylor Morrison
TMHC
$6.89B
| $26.1M | 0.02% |
1,121,328
+212,665
| +23% | +$4.95M |
|
644
Synovus
SNV
$7.13B
| $26M | 0.02% |
520,721
+11,264
| +2% | +$563K |
|
645
Douglas Emmett
DEI
$2.75B
| $25.8M | 0.02% |
701,108
+17,944
| +3% | +$660K |
|
646
Central Garden & Pet Class A
CENTA
$2.07B
| $25.8M | 0.02% |
813,223
-5,305
| -0.6% | -$168K |
|
|
WPX
647
DELISTED
WPX Energy, Inc.
WPX
| $25.7M | 0.02% |
1,741,448
+50,278
| +3% | +$743K |
|
648
Knight Transportation
KNX
$6.76B
| $25.7M | 0.02% |
557,676
+14,286
| +3% | +$657K |
|
|
SYNH
649
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $25.5M | 0.02% |
718,240
-29,630
| -4% | -$1.05M |
|
650
Watsco
WSO
$15.8B
| $25.5M | 0.02% |
140,672
+10,442
| +8% | +$1.89M |
|