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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
The Mosaic Company
MOS
$10.7B
| $13.7M | 0.02% |
496,294
-276,179
| -36% | -$7.62M |
|
752
Teradyne
TER
$18.3B
| $13.7M | 0.02% |
661,476
+1,598
| +0.2% | +$33K |
|
753
Mine Safety
MSA
$6.74B
| $13.7M | 0.02% |
314,307
+977
| +0.3% | +$42.5K |
|
754
West Pharmaceutical
WST
$18.8B
| $13.6M | 0.02% |
226,582
+6,187
| +3% | +$373K |
|
755
C.H. Robinson
CHRW
$15.4B
| $13.6M | 0.02% |
219,686
+6,616
| +3% | +$410K |
|
756
Synovus
SNV
$7.19B
| $13.6M | 0.02% |
420,517
+6,484
| +2% | +$210K |
|
757
Cincinnati Financial
CINF
$24.2B
| $13.6M | 0.02% |
230,124
+3,937
| +2% | +$233K |
|
758
Akamai
AKAM
$11.2B
| $13.6M | 0.02% |
258,056
-7,523
| -3% | -$396K |
|
759
Glacier Bancorp
GBCI
$5.79B
| $13.6M | 0.02% |
511,116
+21,367
| +4% | +$567K |
|
|
NCI
760
DELISTED
Navigant Consulting, Inc.
NCI
| $13.5M | 0.02% |
842,804
+264,724
| +46% | +$4.25M |
|
761
Best Buy
BBY
$16.5B
| $13.5M | 0.02% |
442,951
-628
| -0.1% | -$19.1K |
|
762
First Financial Bankshares
FFIN
$5.04B
| $13.4M | 0.02% |
891,560
+58,636
| +7% | +$885K |
|
|
LXFT
763
DELISTED
Luxoft Holding, Inc.
LXFT
| $13.4M | 0.02% |
174,360
+169,883
| +3,795% | +$13.1M |
|
764
Kohl's
KSS
$1.78B
| $13.4M | 0.02% |
282,076
-26,821
| -9% | -$1.28M |
|
765
iShares Russell 2000 Value ETF
IWN
$12B
| $13.4M | 0.02% |
145,366
+120,681
| +489% | +$11.1M |
|
766
Reliance Steel & Aluminium
RS
$15.5B
| $13.4M | 0.02% |
230,557
+1,226
| +0.5% | +$71K |
|
767
Tapestry
TPR
$22.1B
| $13.3M | 0.02% |
407,675
+17,791
| +5% | +$582K |
|
768
Integra LifeSciences
IART
$1.19B
| $13.3M | 0.02% |
393,526
+25,808
| +7% | +$875K |
|
769
Hain Celestial
HAIN
$188M
| $13.3M | 0.02% |
329,201
+10,254
| +3% | +$414K |
|
770
Sealed Air
SEE
$4.95B
| $13.3M | 0.02% |
298,098
-12,911
| -4% | -$576K |
|
771
Ligand Pharmaceuticals
LGND
$3.29B
| $13.3M | 0.02% |
196,327
+9,148
| +5% | +$619K |
|
|
LLL
772
DELISTED
L3 Technologies, Inc.
LLL
| $13.3M | 0.02% |
110,974
-424,216
| -79% | -$50.7M |
|
773
Pentair
PNR
$18.4B
| $13.2M | 0.02% |
396,294
+6,243
| +2% | +$208K |
|
774
DiamondRock Hospitality
DRH
$1.72B
| $13.2M | 0.02% |
1,362,785
+57,648
| +4% | +$556K |
|
|
WNR
775
DELISTED
Western Refining Inc
WNR
| $13.1M | 0.02% |
368,897
+2,367
| +0.6% | +$84.3K |
|