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 | |
|---|---|---|---|---|---|---|
751
World Kinect Corp
WKC
$1.48B
| $26.7M | 0.02% |
1,007,810
+44,270
| +5% | +$1.17M |
|
752
Citizens Financial Group
CFG
$22.3B
| $26.7M | 0.02% |
564,283
-45,500
| -7% | -$2.15M |
|
753
Seagate
STX
$40B
| $26.6M | 0.02% |
235,771
-11,849
| -5% | -$1.34M |
|
754
Commerce Bancshares
CBSH
$8.08B
| $26.6M | 0.02% |
448,438
-10,557
| -2% | -$627K |
|
755
Pinnacle Financial Partners
PNFP
$7.55B
| $26.6M | 0.02% |
278,829
-4,608
| -2% | -$440K |
|
756
RenaissanceRe
RNR
$11.3B
| $26.6M | 0.02% |
157,225
-7,341
| -4% | -$1.24M |
|
757
KeyCorp
KEY
$20.8B
| $26.4M | 0.02% |
1,142,939
-71,130
| -6% | -$1.65M |
|
758
OGE Energy
OGE
$8.89B
| $26.4M | 0.02% |
688,314
-11,695
| -2% | -$449K |
|
759
Group 1 Automotive
GPI
$6.26B
| $26.4M | 0.02% |
135,150
-10,945
| -7% | -$2.14M |
|
760
James River Group
JRVR
$249M
| $26.4M | 0.02% |
862,816
-332,565
| -28% | -$10.2M |
|
761
Factset
FDS
$14B
| $26.3M | 0.02% |
54,210
-85,889
| -61% | -$41.7M |
|
762
XPO
XPO
$15.4B
| $26.3M | 0.02% |
572,570
-6,712
| -1% | -$309K |
|
763
Simmons First National
SFNC
$3.02B
| $26.2M | 0.02% |
886,581
-17,093
| -2% | -$506K |
|
764
Golden Entertainment
GDEN
$649M
| $26.2M | 0.02% |
518,807
-5,227
| -1% | -$264K |
|
765
Goodyear
GT
$2.43B
| $26.2M | 0.02% |
1,228,374
-148,645
| -11% | -$3.17M |
|
766
Old Republic International
ORI
$10.1B
| $26.2M | 0.02% |
1,064,564
+8,264
| +0.8% | +$203K |
|
767
Semtech
SMTC
$5.26B
| $26.2M | 0.02% |
294,164
+42,663
| +17% | +$3.79M |
|
768
Plug Power
PLUG
$1.69B
| $26.1M | 0.02% |
925,080
+859,985
| +1,321% | +$24.3M |
|
769
UDR
UDR
$13B
| $26.1M | 0.02% |
434,775
+3,313
| +0.8% | +$199K |
|
770
Privia Health
PRVA
$2.86B
| $26M | 0.02% |
1,005,989
+79,554
| +9% | +$2.06M |
|
771
Floor & Decor
FND
$9.42B
| $26M | 0.02% |
199,906
-31
| -0% | -$4.03K |
|
772
Lumentum
LITE
$10.4B
| $26M | 0.02% |
245,722
-16,645
| -6% | -$1.76M |
|
773
Mattel
MAT
$6.06B
| $26M | 0.02% |
1,204,641
-10,336
| -0.9% | -$223K |
|
|
CCMP
774
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $25.9M | 0.02% |
135,118
+5,117
| +4% | +$981K |
|
775
Nexstar Media Group
NXST
$6.31B
| $25.9M | 0.02% |
171,386
+37,308
| +28% | +$5.63M |
|