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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CCMP
726
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $22.3M | 0.02% |
154,316
-111,328
| -42% | -$16.1M |
|
727
Waters Corp
WAT
$17.8B
| $22.2M | 0.02% |
95,139
-6,374
| -6% | -$1.49M |
|
728
Moog
MOG.A
$6.31B
| $22.2M | 0.02% |
260,089
-2,653
| -1% | -$226K |
|
729
Applied Industrial Technologies
AIT
$10.1B
| $22.2M | 0.02% |
332,784
+5,306
| +2% | +$354K |
|
|
TECD
730
DELISTED
Tech Data Corp
TECD
| $22.2M | 0.02% |
154,517
-1,917
| -1% | -$275K |
|
731
Hawaiian Electric Industries
HE
$2.08B
| $22.2M | 0.02% |
473,228
-111
| -0% | -$5.2K |
|
|
EE
732
DELISTED
El Paso Electric Company
EE
| $22.2M | 0.02% |
326,384
-1,033
| -0.3% | -$70.1K |
|
|
AXE
733
DELISTED
Anixter International Inc
AXE
| $22.1M | 0.02% |
240,475
+411
| +0.2% | +$37.9K |
|
734
MGIC Investment
MTG
$6.63B
| $22.1M | 0.02% |
1,558,443
-7,536
| -0.5% | -$107K |
|
735
Masco
MAS
$15.7B
| $22M | 0.02% |
459,423
-26,914
| -6% | -$1.29M |
|
736
Ameris Bancorp
ABCB
$5.1B
| $22M | 0.02% |
517,337
-4,372
| -0.8% | -$186K |
|
|
LSI
737
DELISTED
Life Storage, Inc.
LSI
| $22M | 0.02% |
304,442
+56
| +0% | +$4.04K |
|
738
Silicon Laboratories
SLAB
$4.41B
| $21.9M | 0.02% |
188,761
-426
| -0.2% | -$49.4K |
|
739
Insight Enterprises
NSIT
$4.03B
| $21.9M | 0.02% |
310,903
+6,368
| +2% | +$448K |
|
|
NATI
740
DELISTED
National Instruments Corp
NATI
| $21.8M | 0.02% |
514,417
-4,928
| -0.9% | -$209K |
|
741
Mid-America Apartment Communities
MAA
$16.8B
| $21.8M | 0.02% |
165,164
-5,387
| -3% | -$710K |
|
742
Wingstop
WING
$7.68B
| $21.8M | 0.02% |
252,274
-3,635
| -1% | -$313K |
|
743
Protolabs
PRLB
$1.2B
| $21.7M | 0.02% |
214,099
-1,033
| -0.5% | -$105K |
|
|
WRK
744
DELISTED
WestRock Company
WRK
| $21.7M | 0.02% |
506,335
-41,460
| -8% | -$1.78M |
|
745
Akamai
AKAM
$11.1B
| $21.7M | 0.02% |
251,484
-10,189
| -4% | -$880K |
|
746
Evergy
EVRG
$16.5B
| $21.7M | 0.02% |
333,252
-47,374
| -12% | -$3.08M |
|
747
Innospec
IOSP
$2.06B
| $21.7M | 0.02% |
209,690
+3,761
| +2% | +$389K |
|
748
Monro
MNRO
$526M
| $21.7M | 0.02% |
277,118
-3,195
| -1% | -$250K |
|
|
AEL
749
DELISTED
American Equity Investment Life Holding Company
AEL
| $21.6M | 0.02% |
722,753
+948
| +0.1% | +$28.4K |
|
750
Fox Factory Holding Corp
FOXF
$1.19B
| $21.5M | 0.02% |
309,452
-12,010
| -4% | -$836K |
|