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 | |
|---|---|---|---|---|---|---|
676
Omnicell
OMCL
$1.46B
| $25.5M | 0.02% |
486,871
-11,743
| -2% | -$616K |
|
677
Columbia Banking Systems
COLB
$7.84B
| $25.5M | 0.02% |
623,168
-22,119
| -3% | -$905K |
|
|
DNKN
678
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $25.5M | 0.02% |
368,874
+7,464
| +2% | +$516K |
|
|
ORBK
679
DELISTED
Orbotech Ltd
ORBK
| $25.5M | 0.02% |
411,927
+11,615
| +3% | +$718K |
|
|
TWO
680
Two Harbors Investment
TWO
$1.06B
| $25.4M | 0.02% |
402,265
+63,596
| +19% | +$4.02M |
|
681
Itron
ITRI
$5.41B
| $25.4M | 0.02% |
422,801
-13,056
| -3% | -$784K |
|
|
NBL
682
DELISTED
Noble Energy, Inc.
NBL
| $25.2M | 0.02% |
715,425
-32,958
| -4% | -$1.16M |
|
|
XLNX
683
DELISTED
Xilinx Inc
XLNX
| $25.2M | 0.02% |
386,548
-91
| -0% | -$5.94K |
|
684
J.M. Smucker
SJM
$11.7B
| $25.2M | 0.02% |
234,502
-49,859
| -18% | -$5.36M |
|
685
Toll Brothers
TOL
$13.8B
| $25.2M | 0.02% |
680,877
+4,959
| +0.7% | +$183K |
|
|
SFLY
686
DELISTED
Shutterfly, Inc.
SFLY
| $25.1M | 0.02% |
278,250
+23,945
| +9% | +$2.16M |
|
687
ManpowerGroup
MAN
$1.75B
| $25M | 0.02% |
290,305
-29,594
| -9% | -$2.55M |
|
688
Brunswick
BC
$4.23B
| $24.9M | 0.02% |
386,777
+2,382
| +0.6% | +$154K |
|
|
CTLT
689
DELISTED
CATALENT, INC.
CTLT
| $24.9M | 0.02% |
594,566
+12,928
| +2% | +$542K |
|
690
MDU Resources
MDU
$3.36B
| $24.9M | 0.02% |
2,281,367
+23,803
| +1% | +$260K |
|
691
Bio-Techne
TECH
$7.93B
| $24.8M | 0.02% |
671,732
-215,816
| -24% | -$7.98M |
|
|
CY
692
DELISTED
Cypress Semiconductor
CY
| $24.8M | 0.02% |
1,594,259
+44,277
| +3% | +$690K |
|
693
KLA
KLAC
$123B
| $24.8M | 0.02% |
241,694
-739
| -0.3% | -$75.8K |
|
694
Lazard
LAZ
$5.25B
| $24.8M | 0.02% |
506,469
-8,707
| -2% | -$426K |
|
695
Olin
OLN
$2.92B
| $24.7M | 0.02% |
860,770
-21,089
| -2% | -$606K |
|
696
Protolabs
PRLB
$1.17B
| $24.6M | 0.02% |
207,169
-1,808
| -0.9% | -$215K |
|
697
IQVIA
IQV
$31.3B
| $24.6M | 0.02% |
246,200
+16,845
| +7% | +$1.68M |
|
698
NOV
NOV
$4.85B
| $24.5M | 0.02% |
565,168
+6,020
| +1% | +$261K |
|
699
United Airlines
UAL
$34.8B
| $24.4M | 0.02% |
349,298
-14,143
| -4% | -$986K |
|
700
Glacier Bancorp
GBCI
$5.76B
| $24.3M | 0.02% |
627,743
+11,074
| +2% | +$428K |
|