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 | |
|---|---|---|---|---|---|---|
|
CSFL
726
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $19.4M | 0.02% |
919,857
-72,562
| -7% | -$1.53M |
|
727
Darden Restaurants
DRI
$24.7B
| $19.3M | 0.02% |
193,694
-11,210
| -5% | -$1.12M |
|
728
iRobot
IRBT
$107M
| $19.3M | 0.02% |
230,688
+3,456
| +2% | +$289K |
|
729
Cadence Design Systems
CDNS
$92.2B
| $19.2M | 0.02% |
442,264
-4,753
| -1% | -$207K |
|
730
Texas Roadhouse
TXRH
$11B
| $19.1M | 0.02% |
320,684
+14,850
| +5% | +$887K |
|
731
Simpson Manufacturing
SSD
$7.97B
| $19.1M | 0.02% |
353,443
-15,845
| -4% | -$858K |
|
|
GWR
732
DELISTED
Genesee & Wyoming Inc.
GWR
| $19.1M | 0.02% |
257,584
-9,676
| -4% | -$716K |
|
733
Fox Factory Holding Corp
FOXF
$1.17B
| $19.1M | 0.02% |
323,837
+9,242
| +3% | +$544K |
|
|
LSI
734
DELISTED
Life Storage, Inc.
LSI
| $19M | 0.02% |
307,058
-5,572
| -2% | -$345K |
|
735
Old National Bancorp
ONB
$8.81B
| $19M | 0.02% |
1,235,801
-8,282
| -0.7% | -$128K |
|
|
MRO
736
DELISTED
Marathon Oil Corporation
MRO
| $19M | 0.02% |
1,324,043
+4,999
| +0.4% | +$71.7K |
|
737
D.R. Horton
DHI
$52.5B
| $19M | 0.02% |
547,443
-31,526
| -5% | -$1.09M |
|
738
Viavi Solutions
VIAV
$2.66B
| $18.9M | 0.02% |
1,882,199
+26,346
| +1% | +$265K |
|
739
First Financial Bancorp
FFBC
$2.48B
| $18.9M | 0.02% |
794,878
-4,556
| -0.6% | -$108K |
|
740
Primerica
PRI
$8.74B
| $18.8M | 0.02% |
192,914
-6,016
| -3% | -$588K |
|
|
WLH
741
DELISTED
WILLIAM LYON HOMES
WLH
| $18.8M | 0.02% |
1,760,520
+777,409
| +79% | +$8.31M |
|
742
Mercury Systems
MRCY
$4.3B
| $18.8M | 0.02% |
397,377
+855
| +0.2% | +$40.4K |
|
743
Advance Auto Parts
AAP
$3.55B
| $18.8M | 0.02% |
119,163
-4,851
| -4% | -$764K |
|
744
Myriad Genetics
MYGN
$642M
| $18.7M | 0.02% |
644,908
+30,217
| +5% | +$878K |
|
745
Incyte
INCY
$16.8B
| $18.7M | 0.02% |
294,548
+602
| +0.2% | +$38.3K |
|
746
First Horizon
FHN
$11.5B
| $18.7M | 0.02% |
1,421,547
+5,365
| +0.4% | +$70.6K |
|
747
Atlanta Braves Holdings Series B
BATRK
$2.62B
| $18.7M | 0.02% |
751,368
-10,469
| -1% | -$261K |
|
748
Maximus
MMS
$4.94B
| $18.7M | 0.02% |
287,028
-8,163
| -3% | -$531K |
|
749
Loews
L
$19.9B
| $18.7M | 0.02% |
409,818
-8,494
| -2% | -$387K |
|
|
JBTM
750
JBT Marel Corporation
JBTM
$7.09B
| $18.7M | 0.02% |
259,748
-7,863
| -3% | -$565K |
|