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 | |
|---|---|---|---|---|---|---|
626
Fortis
FTS
$24.7B
| $27.2M | 0.03% |
853,754
+3,847
| +0.5% | +$123K |
|
627
Delek US
DK
$1.79B
| $27.2M | 0.03% |
542,189
-122,436
| -18% | -$6.14M |
|
|
MRO
628
DELISTED
Marathon Oil Corporation
MRO
| $27.2M | 0.03% |
1,303,603
-4,750
| -0.4% | -$99.1K |
|
629
Inogen
INGN
$225M
| $27.2M | 0.03% |
145,722
-711
| -0.5% | -$132K |
|
630
Medifast
MED
$152M
| $27M | 0.02% |
168,775
-12,786
| -7% | -$2.05M |
|
631
Clorox
CLX
$15.1B
| $27M | 0.02% |
199,689
+278
| +0.1% | +$37.6K |
|
632
Exelixis
EXEL
$10.1B
| $27M | 0.02% |
1,252,456
+1,161,450
| +1,276% | +$25M |
|
633
APA Corp
APA
$8.33B
| $26.9M | 0.02% |
576,451
-12,965
| -2% | -$606K |
|
634
Mammoth Energy Services
TUSK
$113M
| $26.9M | 0.02% |
792,073
+249,030
| +46% | +$8.46M |
|
|
ABMD
635
DELISTED
Abiomed Inc
ABMD
| $26.8M | 0.02% |
65,594
-117,822
| -64% | -$48.2M |
|
636
Five Below
FIVE
$8.05B
| $26.8M | 0.02% |
274,390
-191,389
| -41% | -$18.7M |
|
637
Kellanova
K
$27.5B
| $26.8M | 0.02% |
407,833
+5,336
| +1% | +$350K |
|
638
Baker Hughes
BKR
$46.3B
| $26.7M | 0.02% |
809,608
-63,043
| -7% | -$2.08M |
|
639
Skyworks Solutions
SWKS
$10.9B
| $26.7M | 0.02% |
276,492
-6,151
| -2% | -$594K |
|
640
Omnicom Group
OMC
$14.7B
| $26.7M | 0.02% |
349,545
-37,896
| -10% | -$2.89M |
|
641
Commerce Bancshares
CBSH
$8B
| $26.7M | 0.02% |
578,639
+3,090
| +0.5% | +$142K |
|
642
Royal Gold
RGLD
$12.3B
| $26.6M | 0.02% |
286,534
+405
| +0.1% | +$37.6K |
|
643
Oshkosh
OSK
$8.75B
| $26.6M | 0.02% |
377,801
-14,955
| -4% | -$1.05M |
|
644
Macy's
M
$4.56B
| $26.6M | 0.02% |
709,661
+180,694
| +34% | +$6.76M |
|
645
WIX.com
WIX
$9.13B
| $26.5M | 0.02% |
264,467
-37,242
| -12% | -$3.74M |
|
|
RUTH
646
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $26.4M | 0.02% |
942,906
+121,224
| +15% | +$3.4M |
|
|
HES
647
DELISTED
Hess
HES
| $26.4M | 0.02% |
395,168
-8,005
| -2% | -$535K |
|
|
ACC
648
DELISTED
American Campus Communities, Inc.
ACC
| $26.4M | 0.02% |
616,054
+5,234
| +0.9% | +$224K |
|
649
Selective Insurance
SIGI
$4.75B
| $26.4M | 0.02% |
479,766
-2,742
| -0.6% | -$151K |
|
650
JetBlue
JBLU
$1.85B
| $26.4M | 0.02% |
1,389,968
-6,791
| -0.5% | -$129K |
|