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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Steven Madden
SHOO
$2.22B
| $21.7M | 0.02% |
718,745
+9,462
| +1% | +$286K |
|
|
PSB
652
DELISTED
PS Business Parks, Inc.
PSB
| $21.7M | 0.02% |
165,917
+392
| +0.2% | +$51.4K |
|
653
Genuine Parts
GPC
$19.4B
| $21.7M | 0.02% |
225,856
+2,482
| +1% | +$238K |
|
654
Waters Corp
WAT
$17.4B
| $21.6M | 0.02% |
114,615
-55,302
| -33% | -$10.4M |
|
655
Diamondback Energy
FANG
$40.4B
| $21.6M | 0.02% |
233,136
+221,118
| +1,840% | +$20.5M |
|
|
BCPC
656
Balchem Corporation
BCPC
$5.05B
| $21.5M | 0.02% |
275,036
-2,292
| -0.8% | -$180K |
|
|
CTXS
657
DELISTED
Citrix Systems Inc
CTXS
| $21.5M | 0.02% |
210,021
-4,552
| -2% | -$466K |
|
658
JetBlue
JBLU
$1.85B
| $21.5M | 0.02% |
1,338,179
-26,097
| -2% | -$419K |
|
659
Lumen
LUMN
$6.3B
| $21.5M | 0.02% |
1,416,986
-41,249
| -3% | -$625K |
|
660
Ciena
CIEN
$18.4B
| $21.5M | 0.02% |
632,737
-100,417
| -14% | -$3.41M |
|
661
Ulta Beauty
ULTA
$23.1B
| $21.4M | 0.02% |
87,509
-2,766
| -3% | -$677K |
|
662
Chemours
CC
$2.44B
| $21.4M | 0.02% |
756,750
-40,572
| -5% | -$1.14M |
|
663
CMS Energy
CMS
$21.3B
| $21.2M | 0.02% |
427,387
-5,205
| -1% | -$258K |
|
664
California Water Service
CWT
$2.72B
| $21.2M | 0.02% |
445,171
+5,596
| +1% | +$267K |
|
|
AZPN
665
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $21.2M | 0.02% |
257,943
-25,411
| -9% | -$2.09M |
|
666
KLA
KLAC
$123B
| $21.1M | 0.02% |
235,990
-10,516
| -4% | -$941K |
|
667
EQT Corp
EQT
$31.9B
| $21.1M | 0.02% |
1,116,251
+388,531
| +53% | +$7.34M |
|
668
Viatris
VTRS
$11.9B
| $21.1M | 0.02% |
769,521
-171
| -0% | -$4.69K |
|
669
RH
RH
$4.29B
| $21M | 0.02% |
175,532
+13,198
| +8% | +$1.58M |
|
670
Strategic Education
STRA
$1.94B
| $21M | 0.02% |
185,451
+3,304
| +2% | +$375K |
|
671
Axon Enterprise
AXON
$58.7B
| $21M | 0.02% |
480,319
+1,781
| +0.4% | +$77.9K |
|
|
B
672
DELISTED
Barnes Group Inc.
B
| $20.9M | 0.02% |
389,757
+3,101
| +0.8% | +$166K |
|
673
Toll Brothers
TOL
$13.8B
| $20.9M | 0.02% |
633,645
-25,908
| -4% | -$853K |
|
|
AJRD
674
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $20.9M | 0.02% |
591,889
+14,692
| +3% | +$518K |
|
675
Bio-Rad Laboratories Class A
BIO
$7.49B
| $20.8M | 0.02% |
89,670
-1,307
| -1% | -$304K |
|