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 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Henry Schein
HSIC
$8.29B
| $20.1M | 0.02% |
312,421
-7,716
| -2% | -$496K |
|
|
SVC
777
Service Properties Trust
SVC
$474M
| $20.1M | 0.02% |
705,080
-247,432
| -26% | -$7.05M |
|
778
CMS Energy
CMS
$21.3B
| $20.1M | 0.02% |
433,567
-10,181
| -2% | -$472K |
|
|
GWB
779
DELISTED
Great Western Bancorp, Inc.
GWB
| $20M | 0.02% |
485,678
-4,334
| -0.9% | -$179K |
|
780
Zions Bancorporation
ZION
$8.43B
| $20M | 0.02% |
424,696
+105,440
| +33% | +$4.97M |
|
781
Semtech
SMTC
$5.42B
| $20M | 0.02% |
533,523
-1,528
| -0.3% | -$57.4K |
|
782
Ulta Beauty
ULTA
$22.9B
| $20M | 0.02% |
88,562
-7,532
| -8% | -$1.7M |
|
|
SIX
783
DELISTED
Six Flags Entertainment Corp.
SIX
| $20M | 0.02% |
328,104
+321,912
| +5,199% | +$19.6M |
|
|
AEL
784
DELISTED
American Equity Investment Life Holding Company
AEL
| $20M | 0.02% |
686,964
-7,539
| -1% | -$219K |
|
785
Curtiss-Wright
CW
$18.4B
| $19.7M | 0.02% |
188,357
+812
| +0.4% | +$84.9K |
|
|
CSFL
786
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $19.6M | 0.02% |
731,530
-13,513
| -2% | -$362K |
|
787
NCR Voyix
VYX
$1.77B
| $19.6M | 0.02% |
850,519
-467
| -0.1% | -$10.8K |
|
788
Cintas
CTAS
$81.3B
| $19.5M | 0.02% |
541,432
+15,420
| +3% | +$556K |
|
|
WPX
789
DELISTED
WPX Energy, Inc.
WPX
| $19.5M | 0.02% |
1,692,015
+11,119
| +0.7% | +$128K |
|
790
Hillenbrand
HI
$1.76B
| $19.4M | 0.02% |
500,545
-5,358
| -1% | -$208K |
|
791
NetApp
NTAP
$24.7B
| $19.4M | 0.02% |
444,332
-164,399
| -27% | -$7.19M |
|
792
Prosperity Bancshares
PB
$6.38B
| $19.4M | 0.02% |
295,567
+1,811
| +0.6% | +$119K |
|
|
SLCA
793
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $19.4M | 0.02% |
624,639
-126,100
| -17% | -$3.92M |
|
|
GWR
794
DELISTED
Genesee & Wyoming Inc.
GWR
| $19.4M | 0.02% |
261,575
+10,084
| +4% | +$746K |
|
795
Equifax
EFX
$30.8B
| $19.4M | 0.02% |
182,578
-7,448
| -4% | -$789K |
|
|
NATI
796
DELISTED
National Instruments Corp
NATI
| $19.3M | 0.02% |
458,721
+3,649
| +0.8% | +$154K |
|
797
Haemonetics
HAE
$2.59B
| $19.3M | 0.02% |
431,013
-3,377
| -0.8% | -$152K |
|
798
ABM Industries
ABM
$2.81B
| $19.3M | 0.02% |
463,116
-8,290
| -2% | -$346K |
|
799
FNB Corp
FNB
$5.87B
| $19.3M | 0.02% |
1,375,350
+7,543
| +0.6% | +$106K |
|
|
CRZO
800
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $19.3M | 0.02% |
1,125,948
+8,897
| +0.8% | +$152K |
|