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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 3 |
Charter Communications
CHTR
|
$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Cal-Maine
CALM
$5.52B
| $17.2M | 0.02% |
445,084
+2,284
| +0.5% | +$88K |
|
|
COL
752
DELISTED
Rockwell Collins
COL
| $17.1M | 0.02% |
203,249
-1,540
| -0.8% | -$130K |
|
753
Teradyne
TER
$19.1B
| $17.1M | 0.02% |
794,027
-556,190
| -41% | -$12M |
|
|
LOGM
754
DELISTED
LogMein, Inc.
LOGM
| $17.1M | 0.02% |
189,093
+7,316
| +4% | +$661K |
|
755
Dover
DOV
$24.4B
| $17.1M | 0.02% |
287,313
+6,259
| +2% | +$372K |
|
756
Plains GP Holdings
PAGP
$3.64B
| $17.1M | 0.02% |
495,648
+231,535
| +88% | +$7.98M |
|
757
First American
FAF
$6.83B
| $17M | 0.02% |
433,691
-262,559
| -38% | -$10.3M |
|
758
Jacobs Solutions
J
$17.4B
| $17M | 0.02% |
397,951
+168,277
| +73% | +$7.2M |
|
759
Advance Auto Parts
AAP
$3.63B
| $17M | 0.02% |
113,971
+1,992
| +2% | +$297K |
|
760
Wolverine World Wide
WWW
$2.59B
| $17M | 0.02% |
737,481
+19,072
| +3% | +$439K |
|
761
KLA
KLAC
$119B
| $17M | 0.02% |
243,363
+4,927
| +2% | +$343K |
|
|
PSB
762
DELISTED
PS Business Parks, Inc.
PSB
| $16.9M | 0.02% |
149,167
+7,476
| +5% | +$849K |
|
763
Western Union
WU
$2.86B
| $16.9M | 0.02% |
812,507
+7,887
| +1% | +$164K |
|
|
EFII
764
DELISTED
Electronics for Imaging
EFII
| $16.8M | 0.02% |
344,350
+6,483
| +2% | +$317K |
|
765
FirstCash
FCFS
$6.53B
| $16.8M | 0.02% |
357,414
+153,102
| +75% | +$7.21M |
|
766
Hologic
HOLX
$14.8B
| $16.8M | 0.02% |
433,172
+59,952
| +16% | +$2.33M |
|
767
Hercules Capital
HTGC
$3.49B
| $16.8M | 0.02% |
1,239,880
+127,610
| +11% | +$1.73M |
|
768
Lumentum
LITE
$10.4B
| $16.8M | 0.02% |
402,399
+68,672
| +21% | +$2.87M |
|
769
Williams-Sonoma
WSM
$24.7B
| $16.8M | 0.02% |
657,800
+24,818
| +4% | +$634K |
|
770
Campbell Soup
CPB
$10.1B
| $16.8M | 0.02% |
306,921
+17,299
| +6% | +$946K |
|
771
Ametek
AME
$43.3B
| $16.8M | 0.02% |
351,154
+3,363
| +1% | +$161K |
|
|
UNIT
772
Uniti Group
UNIT
$1.59B
| $16.8M | 0.02% |
533,866
+24,314
| +5% | +$764K |
|
773
Employers Holdings
EIG
$1B
| $16.8M | 0.02% |
562,027
+325,877
| +138% | +$9.72M |
|
774
Five Below
FIVE
$8.46B
| $16.7M | 0.02% |
414,663
+22,221
| +6% | +$895K |
|
|
WAGE
775
DELISTED
WageWorks, Inc.
WAGE
| $16.7M | 0.02% |
274,132
+11,906
| +5% | +$725K |
|