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 | |
|---|---|---|---|---|---|---|
776
Lithia Motors
LAD
$8.74B
| $16.7M | 0.02% |
174,598
+3,761
| +2% | +$359K |
|
777
Best Buy
BBY
$16.1B
| $16.6M | 0.02% |
436,097
+10,880
| +3% | +$415K |
|
778
WEX
WEX
$5.87B
| $16.6M | 0.02% |
153,640
+5,266
| +4% | +$569K |
|
779
Hormel Foods
HRL
$14.1B
| $16.6M | 0.02% |
436,995
+19,679
| +5% | +$746K |
|
780
GoDaddy
GDDY
$20.1B
| $16.6M | 0.02% |
479,705
+76,982
| +19% | +$2.66M |
|
|
ENH
781
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $16.5M | 0.02% |
252,657
-238,182
| -49% | -$15.6M |
|
782
Equity Lifestyle Properties
ELS
$12B
| $16.5M | 0.02% |
428,122
-22,130
| -5% | -$854K |
|
|
LSI
783
DELISTED
Life Storage, Inc.
LSI
| $16.5M | 0.02% |
278,186
+11,159
| +4% | +$662K |
|
784
Textron
TXT
$14.5B
| $16.5M | 0.02% |
414,655
+3,007
| +0.7% | +$120K |
|
785
Capri Holdings
CPRI
$2.53B
| $16.5M | 0.02% |
351,991
+40,035
| +13% | +$1.87M |
|
786
Mattel
MAT
$6.06B
| $16.5M | 0.02% |
543,594
+9,390
| +2% | +$284K |
|
787
Darling Ingredients
DAR
$5.07B
| $16.4M | 0.02% |
1,216,757
+36,122
| +3% | +$488K |
|
788
Hope Bancorp
HOPE
$1.43B
| $16.4M | 0.02% |
944,203
+367,340
| +64% | +$6.38M |
|
789
LXP Industrial Trust
LXP
$2.71B
| $16.4M | 0.02% |
1,590,585
+55,870
| +4% | +$575K |
|
790
Thor Industries
THO
$5.94B
| $16.3M | 0.02% |
192,913
+15,509
| +9% | +$1.31M |
|
791
Cousins Properties
CUZ
$4.95B
| $16.3M | 0.02% |
554,087
+41,227
| +8% | +$1.21M |
|
792
Jabil
JBL
$22.5B
| $16.3M | 0.02% |
747,751
+28,727
| +4% | +$627K |
|
793
Bio-Techne
TECH
$8.46B
| $16.3M | 0.02% |
594,592
+24,424
| +4% | +$669K |
|
794
F5
FFIV
$18.1B
| $16.3M | 0.02% |
130,520
+20,872
| +19% | +$2.6M |
|
|
AWH
795
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $16.3M | 0.02% |
402,284
+56,309
| +16% | +$2.28M |
|
796
Huntington Bancshares
HBAN
$25.7B
| $16.2M | 0.02% |
1,647,497
+402,852
| +32% | +$3.97M |
|
|
SPN
797
DELISTED
Superior Energy Services, Inc.
SPN
| $16.2M | 0.02% |
904,185
+53,490
| +6% | +$957K |
|
798
Oshkosh
OSK
$8.93B
| $16.2M | 0.02% |
288,850
+12,470
| +5% | +$698K |
|
799
Cinemark Holdings
CNK
$2.98B
| $16.2M | 0.02% |
422,199
+16,427
| +4% | +$629K |
|
800
C.H. Robinson
CHRW
$14.9B
| $16.2M | 0.02% |
229,218
-384,637
| -63% | -$27.1M |
|