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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WLH
751
DELISTED
WILLIAM LYON HOMES
WLH
| $22.6M | 0.02% |
972,612
+369,365
| +61% | +$8.57M |
|
|
B
752
DELISTED
Barnes Group Inc.
B
| $22.5M | 0.02% |
382,045
-27,109
| -7% | -$1.6M |
|
753
Equifax
EFX
$32.3B
| $22.5M | 0.02% |
179,852
+5,587
| +3% | +$699K |
|
754
Cardinal Health
CAH
$36.3B
| $22.5M | 0.02% |
460,498
-10,531
| -2% | -$514K |
|
755
Eagle Materials
EXP
$7.69B
| $22.4M | 0.02% |
213,082
+505
| +0.2% | +$53K |
|
756
Wynn Resorts
WYNN
$12.9B
| $22.3M | 0.02% |
133,454
+7,879
| +6% | +$1.32M |
|
757
Avnet
AVT
$4.53B
| $22.3M | 0.02% |
520,399
-3,400
| -0.6% | -$146K |
|
758
Old Republic International
ORI
$10B
| $22.3M | 0.02% |
1,118,397
+16,104
| +1% | +$321K |
|
759
STAG Industrial
STAG
$6.76B
| $22.2M | 0.02% |
815,721
+22,558
| +3% | +$614K |
|
|
SRCI
760
DELISTED
SRC Energy Inc
SRCI
| $22.2M | 0.02% |
2,012,870
+59,958
| +3% | +$661K |
|
|
FMBI
761
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $22.1M | 0.02% |
868,985
+68,601
| +9% | +$1.75M |
|
762
Expedia Group
EXPE
$27.4B
| $22.1M | 0.02% |
183,975
+7,379
| +4% | +$887K |
|
763
The Mosaic Company
MOS
$10.7B
| $22M | 0.02% |
785,560
+27,051
| +4% | +$759K |
|
764
SLM Corp
SLM
$6.03B
| $22M | 0.02% |
1,921,683
+29,967
| +2% | +$343K |
|
|
CTXS
765
DELISTED
Citrix Systems Inc
CTXS
| $21.9M | 0.02% |
209,256
+9,445
| +5% | +$990K |
|
766
Molina Healthcare
MOH
$10.3B
| $21.9M | 0.02% |
223,544
+9,928
| +5% | +$972K |
|
767
Skywest
SKYW
$4.39B
| $21.9M | 0.02% |
421,670
+17,259
| +4% | +$896K |
|
768
Simpson Manufacturing
SSD
$8.1B
| $21.9M | 0.02% |
351,476
+1,745
| +0.5% | +$109K |
|
|
JOYY
769
JOYY Inc. American Depositary Shares
JOYY
$3.16B
| $21.8M | 0.02% |
217,196
-135,608
| -38% | -$13.6M |
|
770
Melco Resorts & Entertainment
MLCO
$3.89B
| $21.8M | 0.02% |
778,206
-572,391
| -42% | -$16M |
|
771
Myriad Genetics
MYGN
$696M
| $21.8M | 0.02% |
583,040
-662
| -0.1% | -$24.7K |
|
772
Unifirst Corp
UNF
$3.23B
| $21.7M | 0.02% |
122,942
+1,817
| +2% | +$321K |
|
|
GWR
773
DELISTED
Genesee & Wyoming Inc.
GWR
| $21.7M | 0.02% |
267,335
-3,063
| -1% | -$249K |
|
774
Wintrust Financial
WTFC
$9.13B
| $21.7M | 0.02% |
249,579
+2,381
| +1% | +$207K |
|
775
United Therapeutics
UTHR
$18.1B
| $21.7M | 0.02% |
191,874
-4,359
| -2% | -$493K |
|