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 |
Alibaba
BABA
|
+$205M |
| 2 |
Boston Properties
BXP
|
+$179M |
| 3 |
Domino's
DPZ
|
+$178M |
| 4 |
VICI Properties
VICI
|
+$124M |
| 5 |
Vail Resorts
MTN
|
+$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
+$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$124M |
| 3 |
SBA Communications
SBAC
|
+$118M |
| 4 |
Steris
STE
|
+$116M |
| 5 |
Equinix
EQIX
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JWN
726
DELISTED
Nordstrom
JWN
| $21.4M | 0.02% |
481,646
-184,888
| -28% | -$8.21M |
|
727
New Oriental
EDU
$8.19B
| $21.4M | 0.02% |
237,174
+220,853
| +1,353% | +$19.9M |
|
728
Watts Water Technologies
WTS
$9.47B
| $21.3M | 0.02% |
263,681
-6,712
| -2% | -$542K |
|
729
Black Hills Corp
BKH
$4.26B
| $21.3M | 0.02% |
287,081
+49
| +0% | +$3.63K |
|
730
LivaNova
LIVN
$3.18B
| $21.2M | 0.02% |
218,172
+1,131
| +0.5% | +$110K |
|
731
D.R. Horton
DHI
$54.9B
| $21.2M | 0.02% |
512,220
-35,223
| -6% | -$1.46M |
|
732
Acuity Brands
AYI
$10.3B
| $21.2M | 0.02% |
176,388
+627
| +0.4% | +$75.2K |
|
733
Murphy Oil
MUR
$3.61B
| $21.2M | 0.02% |
722,461
+4,543
| +0.6% | +$133K |
|
734
Patterson-UTI
PTEN
$2.16B
| $21.1M | 0.02% |
1,507,449
-21,832
| -1% | -$306K |
|
735
Expedia Group
EXPE
$26.9B
| $21.1M | 0.02% |
177,503
-2,239
| -1% | -$266K |
|
736
Park Hotels & Resorts
PK
$2.37B
| $21.1M | 0.02% |
677,628
-69,540
| -9% | -$2.16M |
|
737
Liberty Global Class A
LBTYA
$3.99B
| $21M | 0.02% |
841,867
+29,521
| +4% | +$736K |
|
738
Equifax
EFX
$31.2B
| $20.9M | 0.02% |
176,187
-2,123
| -1% | -$252K |
|
739
Casey's General Stores
CASY
$19.4B
| $20.9M | 0.02% |
161,985
+1,492
| +0.9% | +$192K |
|
|
AJRD
740
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $20.9M | 0.02% |
586,968
-4,921
| -0.8% | -$175K |
|
741
ONE Gas
OGS
$4.47B
| $20.8M | 0.02% |
234,117
+323
| +0.1% | +$28.8K |
|
742
Myriad Genetics
MYGN
$643M
| $20.8M | 0.02% |
626,858
-18,050
| -3% | -$599K |
|
743
Carter's
CRI
$1.05B
| $20.8M | 0.02% |
206,412
+618
| +0.3% | +$62.3K |
|
744
Avnet
AVT
$4.45B
| $20.8M | 0.02% |
479,145
-9,835
| -2% | -$427K |
|
745
Haemonetics
HAE
$2.61B
| $20.7M | 0.02% |
236,962
-969
| -0.4% | -$84.8K |
|
746
Unifirst Corp
UNF
$3.24B
| $20.7M | 0.02% |
134,957
-1,211
| -0.9% | -$186K |
|
747
TAL Education Group
TAL
$6.32B
| $20.7M | 0.02% |
574,118
+527,251
| +1,125% | +$19M |
|
748
T-Mobile US
TMUS
$273B
| $20.7M | 0.02% |
299,411
+39,620
| +15% | +$2.74M |
|
749
Insperity
NSP
$2B
| $20.7M | 0.02% |
167,278
-2,592
| -2% | -$321K |
|
|
CTXS
750
DELISTED
Citrix Systems Inc
CTXS
| $20.7M | 0.02% |
207,453
-2,568
| -1% | -$256K |
|