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 | |
|---|---|---|---|---|---|---|
701
Entergy
ETR
$39.2B
| $29.2M | 0.02% |
518,944
-2,770
| -0.5% | -$156K |
|
702
NeoGenomics
NEO
$1.03B
| $29.1M | 0.02% |
853,262
-7,609
| -0.9% | -$260K |
|
703
Silicon Laboratories
SLAB
$4.45B
| $29M | 0.02% |
140,655
-5,904
| -4% | -$1.22M |
|
|
PPBI
704
DELISTED
Pacific Premier Bancorp
PPBI
| $29M | 0.02% |
724,299
-58,372
| -7% | -$2.34M |
|
705
Gentex
GNTX
$6.25B
| $29M | 0.02% |
831,358
-41,736
| -5% | -$1.45M |
|
706
Petco
WOOF
$1.03B
| $29M | 0.02% |
1,463,629
+34,677
| +2% | +$686K |
|
707
Portillo's
PTLO
$490M
| $28.9M | 0.02% |
+769,369
| New | +$28.9M |
|
708
DTE Energy
DTE
$28.4B
| $28.8M | 0.02% |
240,833
-2,430
| -1% | -$290K |
|
709
NNN REIT
NNN
$8.18B
| $28.7M | 0.02% |
598,017
-10,215
| -2% | -$491K |
|
710
Ameren
AEE
$27.2B
| $28.7M | 0.02% |
322,617
-14,356
| -4% | -$1.28M |
|
711
Huntington Bancshares
HBAN
$25.7B
| $28.7M | 0.02% |
1,860,366
-167,715
| -8% | -$2.59M |
|
712
Heidrick & Struggles
HSII
$1.04B
| $28.6M | 0.02% |
654,243
+2,890
| +0.4% | +$126K |
|
713
Wyndham Hotels & Resorts
WH
$6.59B
| $28.6M | 0.02% |
318,925
-5,715
| -2% | -$512K |
|
714
Viavi Solutions
VIAV
$2.6B
| $28.6M | 0.02% |
1,620,802
+17,456
| +1% | +$308K |
|
715
Steven Madden
SHOO
$2.2B
| $28.5M | 0.02% |
613,773
-22,871
| -4% | -$1.06M |
|
716
Avis
CAR
$5.5B
| $28.4M | 0.02% |
137,091
-26,665
| -16% | -$5.53M |
|
717
Regions Financial
RF
$24.1B
| $28.4M | 0.02% |
1,302,175
-85,008
| -6% | -$1.85M |
|
718
Arrowhead Research
ARWR
$4.02B
| $28.4M | 0.02% |
427,908
-14,907
| -3% | -$988K |
|
719
W.W. Grainger
GWW
$47.5B
| $28.4M | 0.02% |
54,713
-1,659
| -3% | -$860K |
|
720
Graphic Packaging
GPK
$6.38B
| $28.2M | 0.02% |
1,447,802
+10,636
| +0.7% | +$207K |
|
721
Generac Holdings
GNRC
$10.6B
| $28.2M | 0.02% |
80,110
-1,362
| -2% | -$479K |
|
722
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
| $28.1M | 0.02% |
212,000
-25,000
| -11% | -$3.31M |
|
723
Broadridge
BR
$29.4B
| $28.1M | 0.02% |
153,594
-2,401
| -2% | -$439K |
|
724
Resideo Technologies
REZI
$5.32B
| $28M | 0.02% |
1,076,161
-64,680
| -6% | -$1.68M |
|
725
Neurocrine Biosciences
NBIX
$14.3B
| $28M | 0.02% |
328,459
-3,313
| -1% | -$282K |
|