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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Caleres
CAL
$531M
| $32.6M | 0.02% |
1,438,625
-127,172
| -8% | -$2.88M |
|
627
Pool Corp
POOL
$12.4B
| $32.6M | 0.02% |
57,570
-1,539
| -3% | -$871K |
|
628
Genpact
G
$7.82B
| $32.5M | 0.02% |
611,763
-7,662
| -1% | -$407K |
|
629
Owens Corning
OC
$13B
| $32.3M | 0.02% |
357,445
-14,451
| -4% | -$1.31M |
|
630
First Horizon
FHN
$11.3B
| $32.3M | 0.02% |
1,980,676
-35,928
| -2% | -$587K |
|
631
Vishay Intertechnology
VSH
$2.11B
| $32.3M | 0.02% |
1,476,318
-33,797
| -2% | -$739K |
|
632
Mid-America Apartment Communities
MAA
$17B
| $32.3M | 0.02% |
140,718
-4,838
| -3% | -$1.11M |
|
|
SWN
633
DELISTED
Southwestern Energy Company
SWN
| $32.3M | 0.02% |
6,928,193
+2,169,747
| +46% | +$10.1M |
|
634
Zimmer Biomet
ZBH
$20.9B
| $32.2M | 0.02% |
261,129
-7,673
| -3% | -$946K |
|
635
Synchrony
SYF
$28.1B
| $32.1M | 0.02% |
691,373
-42,490
| -6% | -$1.97M |
|
636
American States Water
AWR
$2.88B
| $32M | 0.02% |
309,665
+33,738
| +12% | +$3.49M |
|
|
Y
637
DELISTED
Alleghany Corporation
Y
| $32M | 0.02% |
47,916
-984
| -2% | -$657K |
|
638
RH
RH
$4.7B
| $32M | 0.02% |
59,673
+353
| +0.6% | +$189K |
|
639
Federal Agricultural Mortgage
AGM
$2.25B
| $31.9M | 0.02% |
263,690
+2,103
| +0.8% | +$255K |
|
640
Hartford Financial Services
HIG
$37B
| $31.8M | 0.02% |
460,240
-19,383
| -4% | -$1.34M |
|
641
Skyworks Solutions
SWKS
$11.2B
| $31.7M | 0.02% |
204,126
-4,791
| -2% | -$743K |
|
642
GameStop
GME
$10.1B
| $31.7M | 0.02% |
853,308
-14,064
| -2% | -$522K |
|
643
First American
FAF
$6.83B
| $31.6M | 0.02% |
404,281
-1,059
| -0.3% | -$82.8K |
|
644
Edison International
EIX
$21B
| $31.5M | 0.02% |
462,222
-12,204
| -3% | -$833K |
|
645
Insight Enterprises
NSIT
$4.02B
| $31.5M | 0.02% |
295,900
+3,019
| +1% | +$322K |
|
|
IMAB
646
I-MAB
IMAB
$358M
| $31.4M | 0.02% |
662,534
-186,423
| -22% | -$8.83M |
|
647
Dynatrace
DT
$15.1B
| $31.3M | 0.02% |
518,470
+105,853
| +26% | +$6.39M |
|
648
STAAR Surgical
STAA
$1.38B
| $31.2M | 0.02% |
341,723
-256
| -0.1% | -$23.4K |
|
649
TopBuild
BLD
$12.3B
| $31.2M | 0.02% |
113,007
-1,533
| -1% | -$423K |
|
650
Saia
SAIA
$8.34B
| $31.1M | 0.02% |
92,244
-2,314
| -2% | -$780K |
|