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 | |
|---|---|---|---|---|---|---|
701
Oshkosh
OSK
$8.75B
| $19.9M | 0.02% |
324,603
-92,628
| -22% | -$5.68M |
|
702
W.W. Grainger
GWW
$47.5B
| $19.9M | 0.02% |
70,428
-1,810
| -3% | -$511K |
|
703
Wyndham Hotels & Resorts
WH
$6.43B
| $19.9M | 0.02% |
438,189
-12,027
| -3% | -$546K |
|
704
LivaNova
LIVN
$3.09B
| $19.9M | 0.02% |
217,041
-5,001
| -2% | -$457K |
|
|
CTLT
705
DELISTED
CATALENT, INC.
CTLT
| $19.8M | 0.02% |
636,497
-11,656
| -2% | -$363K |
|
706
Watsco
WSO
$15.8B
| $19.8M | 0.02% |
142,611
-2,582
| -2% | -$359K |
|
707
Curtiss-Wright
CW
$18.7B
| $19.8M | 0.02% |
194,270
-4,021
| -2% | -$411K |
|
708
Huntington Bancshares
HBAN
$25.8B
| $19.7M | 0.02% |
1,652,707
-87,945
| -5% | -$1.05M |
|
709
Polaris
PII
$3.29B
| $19.7M | 0.02% |
256,666
-7,290
| -3% | -$559K |
|
|
WPX
710
DELISTED
WPX Energy, Inc.
WPX
| $19.7M | 0.02% |
1,732,374
-36,163
| -2% | -$410K |
|
711
CF Industries
CF
$14.1B
| $19.6M | 0.02% |
451,076
-33,868
| -7% | -$1.47M |
|
712
Quaker Houghton
KWR
$2.42B
| $19.6M | 0.02% |
110,100
+611
| +0.6% | +$109K |
|
713
Rayonier
RYN
$4.04B
| $19.6M | 0.02% |
742,508
-77,369
| -9% | -$2.04M |
|
714
Monolithic Power Systems
MPWR
$41B
| $19.5M | 0.02% |
167,868
-7,969
| -5% | -$926K |
|
|
SJI
715
DELISTED
South Jersey Industries, Inc.
SJI
| $19.5M | 0.02% |
701,814
+2,239
| +0.3% | +$62.2K |
|
|
NGHC
716
DELISTED
National General Holdings Corp
NGHC
| $19.5M | 0.02% |
804,827
+790,964
| +5,706% | +$19.1M |
|
717
Unifirst Corp
UNF
$3.17B
| $19.5M | 0.02% |
136,168
+8,844
| +7% | +$1.27M |
|
718
American Airlines Group
AAL
$8.46B
| $19.5M | 0.02% |
606,564
-6,206
| -1% | -$199K |
|
719
Skywest
SKYW
$4.37B
| $19.5M | 0.02% |
437,882
+1,981
| +0.5% | +$88.1K |
|
720
Wolfspeed
WOLF
$230M
| $19.5M | 0.02% |
455,126
+2,271
| +0.5% | +$97.1K |
|
721
Ashland
ASH
$2.42B
| $19.4M | 0.02% |
273,850
-4,313
| -2% | -$306K |
|
722
UDR
UDR
$12.7B
| $19.4M | 0.02% |
490,185
+5,523
| +1% | +$219K |
|
723
Park Hotels & Resorts
PK
$2.36B
| $19.4M | 0.02% |
747,168
-215,658
| -22% | -$5.6M |
|
724
Monro
MNRO
$507M
| $19.4M | 0.02% |
281,754
+11,580
| +4% | +$796K |
|
725
National Fuel Gas
NFG
$7.87B
| $19.4M | 0.02% |
378,196
-7,034
| -2% | -$360K |
|