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 | |
|---|---|---|---|---|---|---|
776
Knight Transportation
KNX
$6.95B
| $21.7M | 0.02% |
567,597
+9,921
| +2% | +$379K |
|
777
MGM Resorts International
MGM
$9.65B
| $21.6M | 0.02% |
745,060
-22,970
| -3% | -$667K |
|
778
Teradata
TDC
$2.03B
| $21.6M | 0.02% |
536,826
+4,011
| +0.8% | +$161K |
|
779
Merit Medical Systems
MMSI
$5.31B
| $21.5M | 0.02% |
420,646
+7,069
| +2% | +$362K |
|
780
Ashland
ASH
$2.49B
| $21.5M | 0.02% |
275,299
+4,290
| +2% | +$335K |
|
781
RenaissanceRe
RNR
$11.4B
| $21.4M | 0.02% |
178,121
+4,886
| +3% | +$588K |
|
|
BBU
782
Brookfield Business Partners
BBU
$2.47B
| $21.4M | 0.02% |
870,335
-3,351
| -0.4% | -$82.3K |
|
783
RH
RH
$4.26B
| $21.3M | 0.02% |
152,534
+3,960
| +3% | +$553K |
|
784
Thor Industries
THO
$5.76B
| $21.3M | 0.02% |
218,591
+3,100
| +1% | +$302K |
|
785
Conagra Brands
CAG
$9.32B
| $21.3M | 0.02% |
595,025
-18,483
| -3% | -$660K |
|
786
Williams-Sonoma
WSM
$24.9B
| $21.2M | 0.02% |
690,318
+846
| +0.1% | +$26K |
|
787
Emcor
EME
$28.7B
| $21.2M | 0.02% |
278,051
+3,092
| +1% | +$236K |
|
788
Marriott Vacations Worldwide
VAC
$2.73B
| $21.1M | 0.02% |
187,033
-10,217
| -5% | -$1.15M |
|
789
Cencora
COR
$58.4B
| $21.1M | 0.02% |
247,524
-3,624
| -1% | -$309K |
|
|
CHK
790
DELISTED
Chesapeake Energy Corporation
CHK
| $21.1M | 0.02% |
20,114
+249
| +1% | +$261K |
|
791
Prosperity Bancshares
PB
$6.38B
| $21.1M | 0.02% |
307,930
+3,950
| +1% | +$270K |
|
|
MDSO
792
DELISTED
Medidata Solutions, Inc.
MDSO
| $21M | 0.02% |
261,168
+1,398
| +0.5% | +$113K |
|
|
XL
793
DELISTED
XL Group Ltd.
XL
| $21M | 0.02% |
375,927
-6,664
| -2% | -$373K |
|
794
Acuity Brands
AYI
$10.4B
| $20.9M | 0.02% |
180,753
+116,406
| +181% | +$13.5M |
|
795
Jabil
JBL
$23B
| $20.9M | 0.02% |
755,648
-8,722
| -1% | -$241K |
|
|
TIF
796
DELISTED
Tiffany & Co.
TIF
| $20.9M | 0.02% |
158,799
+5,197
| +3% | +$684K |
|
|
SVC
797
Service Properties Trust
SVC
$476M
| $20.9M | 0.02% |
729,887
+5,271
| +0.7% | +$151K |
|
798
Masimo
MASI
$7.92B
| $20.9M | 0.02% |
213,705
+3,888
| +2% | +$380K |
|
799
Ulta Beauty
ULTA
$23.3B
| $20.8M | 0.02% |
89,283
+1,235
| +1% | +$288K |
|
|
AMED
800
DELISTED
Amedisys
AMED
| $20.8M | 0.02% |
243,152
+5,414
| +2% | +$463K |
|