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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Itron
ITRI
$5.41B
| $23.8M | 0.02% |
283,301
+306
| +0.1% | +$25.7K |
|
677
Interparfums
IPAR
$3.47B
| $23.7M | 0.02% |
326,318
+111,537
| +52% | +$8.11M |
|
678
Conagra Brands
CAG
$9.27B
| $23.7M | 0.02% |
692,333
-23,318
| -3% | -$798K |
|
679
Acuity Brands
AYI
$10.1B
| $23.6M | 0.02% |
171,122
-1,453
| -0.8% | -$201K |
|
|
B
680
DELISTED
Barnes Group Inc.
B
| $23.6M | 0.02% |
380,973
+5,303
| +1% | +$329K |
|
|
AMED
681
DELISTED
Amedisys
AMED
| $23.6M | 0.02% |
141,377
-417
| -0.3% | -$69.6K |
|
682
Phibro Animal Health
PAHC
$1.67B
| $23.6M | 0.02% |
948,910
+781,336
| +466% | +$19.4M |
|
683
UDR
UDR
$12.7B
| $23.5M | 0.02% |
503,372
-21,368
| -4% | -$998K |
|
684
JetBlue
JBLU
$1.85B
| $23.4M | 0.02% |
1,251,954
-39,939
| -3% | -$748K |
|
685
LXP Industrial Trust
LXP
$2.67B
| $23.4M | 0.02% |
2,206,392
-67,078
| -3% | -$712K |
|
|
COR
686
DELISTED
Coresite Realty Corporation
COR
| $23.4M | 0.02% |
208,750
-77,536
| -27% | -$8.69M |
|
687
Crocs
CROX
$4.43B
| $23.3M | 0.02% |
556,479
+54,895
| +11% | +$2.3M |
|
688
Caleres
CAL
$527M
| $23.2M | 0.02% |
978,615
-21,750
| -2% | -$517K |
|
689
Exelixis
EXEL
$10.1B
| $23.2M | 0.02% |
1,318,727
+2,748
| +0.2% | +$48.4K |
|
690
California Water Service
CWT
$2.72B
| $23.2M | 0.02% |
450,547
-5,008
| -1% | -$258K |
|
691
Enpro
NPO
$4.61B
| $23.2M | 0.02% |
346,961
+157,778
| +83% | +$10.6M |
|
|
ARI
692
Apollo Commercial Real Estate
ARI
$1.53B
| $23.2M | 0.02% |
1,265,919
-21,269
| -2% | -$389K |
|
693
World Kinect Corp
WKC
$1.41B
| $23.1M | 0.02% |
532,806
+4,733
| +0.9% | +$206K |
|
|
BBU
694
Brookfield Business Partners
BBU
$2.41B
| $23.1M | 0.02% |
870,573
+29,054
| +3% | +$770K |
|
695
Wolverine World Wide
WWW
$2.51B
| $23M | 0.02% |
682,128
-33,638
| -5% | -$1.13M |
|
696
Penumbra
PEN
$10.6B
| $23M | 0.02% |
140,089
+4,128
| +3% | +$678K |
|
697
HealthEquity
HQY
$7.88B
| $23M | 0.02% |
310,552
-525
| -0.2% | -$38.9K |
|
698
Arista Networks
ANET
$189B
| $23M | 0.02% |
1,808,384
+151,632
| +9% | +$1.93M |
|
699
NetApp
NTAP
$24.7B
| $23M | 0.02% |
368,747
-26,959
| -7% | -$1.68M |
|
700
J&J Snack Foods
JJSF
$2.08B
| $22.9M | 0.02% |
124,353
+2,000
| +2% | +$369K |
|