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 | |
|---|---|---|---|---|---|---|
|
TSS
726
DELISTED
Total System Services, Inc.
TSS
| $23.2M | 0.02% |
274,536
+536
| +0.2% | +$45.3K |
|
|
LOGM
727
DELISTED
LogMein, Inc.
LOGM
| $23.2M | 0.02% |
224,696
-4,404
| -2% | -$455K |
|
|
CCMP
728
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $23.2M | 0.02% |
215,310
+1,155
| +0.5% | +$124K |
|
729
Monolithic Power Systems
MPWR
$40.1B
| $23.1M | 0.02% |
173,071
+4,806
| +3% | +$642K |
|
|
VG
730
DELISTED
Vonage Holdings Corporation
VG
| $23.1M | 0.02% |
1,793,912
+161,202
| +10% | +$2.08M |
|
731
Sonoco
SON
$4.58B
| $23.1M | 0.02% |
439,708
+3,870
| +0.9% | +$203K |
|
732
D.R. Horton
DHI
$53.9B
| $23.1M | 0.02% |
562,466
-8,292
| -1% | -$340K |
|
|
KMG
733
DELISTED
KMG Chemicals Inc
KMG
| $23M | 0.02% |
312,000
-639
| -0.2% | -$47.1K |
|
734
Atlantic Union Bankshares
AUB
$5B
| $23M | 0.02% |
591,522
+49,210
| +9% | +$1.91M |
|
735
Chemed
CHE
$6.63B
| $23M | 0.02% |
71,429
-61,575
| -46% | -$19.8M |
|
|
JBTM
736
JBT Marel Corporation
JBTM
$7.27B
| $23M | 0.02% |
258,565
-4,351
| -2% | -$387K |
|
737
Haemonetics
HAE
$2.58B
| $23M | 0.02% |
256,154
-190,294
| -43% | -$17.1M |
|
738
Manhattan Associates
MANH
$13.1B
| $22.9M | 0.02% |
487,519
-71,235
| -13% | -$3.35M |
|
739
ResMed
RMD
$40.2B
| $22.9M | 0.02% |
220,836
+3,402
| +2% | +$352K |
|
740
Carter's
CRI
$1.07B
| $22.8M | 0.02% |
210,523
-57
| -0% | -$6.18K |
|
741
Applied Industrial Technologies
AIT
$10.1B
| $22.8M | 0.02% |
325,215
+1,977
| +0.6% | +$139K |
|
742
Darden Restaurants
DRI
$24.8B
| $22.8M | 0.02% |
213,042
-7,707
| -3% | -$825K |
|
|
STL
743
DELISTED
Sterling Bancorp
STL
| $22.8M | 0.02% |
969,412
-4,405
| -0.5% | -$104K |
|
|
FNGN
744
DELISTED
Financial Engines, Inc.
FNGN
| $22.8M | 0.02% |
506,759
+17,274
| +4% | +$776K |
|
745
Seagate
STX
$41.9B
| $22.8M | 0.02% |
402,905
+3,303
| +0.8% | +$187K |
|
746
Rollins
ROL
$28B
| $22.6M | 0.02% |
968,731
+13,192
| +1% | +$308K |
|
|
WLL
747
DELISTED
Whiting Petroleum Corporation
WLL
| $22.6M | 0.02% |
5,722
+5,558
| +3,389% | +$22M |
|
|
SJI
748
DELISTED
South Jersey Industries, Inc.
SJI
| $22.6M | 0.02% |
675,767
+57,235
| +9% | +$1.92M |
|
749
Realty Income
O
$54.7B
| $22.6M | 0.02% |
433,642
-15,465
| -3% | -$806K |
|
750
Trinity Industries
TRN
$2.32B
| $22.6M | 0.02% |
915,944
+1,676
| +0.2% | +$41.3K |
|