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 | |
|---|---|---|---|---|---|---|
726
Amcor
AMCR
$19.1B
| $27.9M | 0.02% |
2,326,318
-125,403
| -5% | -$1.51M |
|
727
Owens & Minor
OMI
$434M
| $27.9M | 0.02% |
641,221
+9,710
| +2% | +$422K |
|
728
Genuine Parts
GPC
$19.4B
| $27.7M | 0.02% |
197,919
+17,363
| +10% | +$2.43M |
|
729
Macy's
M
$4.64B
| $27.7M | 0.02% |
1,059,611
-1,094,050
| -51% | -$28.6M |
|
730
FirstEnergy
FE
$25.1B
| $27.7M | 0.02% |
665,577
-17,901
| -3% | -$744K |
|
731
Jefferies Financial Group
JEF
$13.1B
| $27.6M | 0.02% |
744,869
-9,236
| -1% | -$343K |
|
732
Azenta
AZTA
$1.39B
| $27.6M | 0.02% |
267,364
+9,094
| +4% | +$938K |
|
733
PPL Corp
PPL
$26.6B
| $27.5M | 0.02% |
914,894
-47,811
| -5% | -$1.44M |
|
|
MIME
734
DELISTED
Mimecast Limited
MIME
| $27.5M | 0.02% |
345,067
+125,712
| +57% | +$10M |
|
735
International Paper
IP
$25.7B
| $27.4M | 0.02% |
584,018
-50,614
| -8% | -$2.38M |
|
736
New York Times
NYT
$9.6B
| $27.4M | 0.02% |
567,659
-9,745
| -2% | -$471K |
|
737
AptarGroup
ATR
$9.13B
| $27.4M | 0.02% |
223,671
-4,301
| -2% | -$527K |
|
738
Oshkosh
OSK
$8.93B
| $27.4M | 0.02% |
243,051
-32,071
| -12% | -$3.61M |
|
739
AAR Corp
AIR
$2.71B
| $27.4M | 0.02% |
701,418
-25,662
| -4% | -$1M |
|
740
CF Industries
CF
$13.7B
| $27.2M | 0.02% |
384,884
-29,494
| -7% | -$2.09M |
|
741
Community Bank
CBU
$3.17B
| $27.1M | 0.02% |
363,836
-8,379
| -2% | -$624K |
|
|
ACC
742
DELISTED
American Campus Communities, Inc.
ACC
| $27.1M | 0.02% |
472,838
-7,965
| -2% | -$456K |
|
743
Dick's Sporting Goods
DKS
$17.7B
| $27M | 0.02% |
235,115
-154,464
| -40% | -$17.8M |
|
744
Civitas Resources
CIVI
$3.19B
| $27M | 0.02% |
550,394
+311,514
| +130% | +$15.3M |
|
|
CTLT
745
DELISTED
CATALENT, INC.
CTLT
| $26.9M | 0.02% |
210,443
-4,102
| -2% | -$525K |
|
746
Boston Properties
BXP
$12.2B
| $26.8M | 0.02% |
233,088
-5,634
| -2% | -$649K |
|
747
Jazz Pharmaceuticals
JAZZ
$7.86B
| $26.8M | 0.02% |
210,228
-2,615
| -1% | -$333K |
|
748
NetApp
NTAP
$23.7B
| $26.7M | 0.02% |
290,519
-3,843
| -1% | -$354K |
|
749
Titan Machinery
TITN
$482M
| $26.7M | 0.02% |
792,856
-9,762
| -1% | -$329K |
|
750
Alarm.com
ALRM
$2.84B
| $26.7M | 0.02% |
314,780
-8,225
| -3% | -$698K |
|