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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
New Jersey Resources
NJR
$4.71B
| $17.9M | 0.02% |
392,545
-4,397
| -1% | -$201K |
|
|
ARI
777
Apollo Commercial Real Estate
ARI
$1.53B
| $17.9M | 0.02% |
1,075,562
+23,659
| +2% | +$394K |
|
778
Gen Digital
GEN
$18B
| $17.9M | 0.02% |
945,359
+11,663
| +1% | +$220K |
|
779
Keysight
KEYS
$29.3B
| $17.9M | 0.02% |
287,561
-558,577
| -66% | -$34.7M |
|
780
J&J Snack Foods
JJSF
$2.08B
| $17.8M | 0.02% |
123,424
-552
| -0.4% | -$79.8K |
|
781
Olin
OLN
$2.92B
| $17.8M | 0.02% |
885,427
+15,365
| +2% | +$309K |
|
782
Prosperity Bancshares
PB
$6.4B
| $17.8M | 0.02% |
285,439
-8,298
| -3% | -$517K |
|
783
C.H. Robinson
CHRW
$15.1B
| $17.8M | 0.02% |
211,332
-4,221
| -2% | -$355K |
|
784
Brunswick
BC
$4.23B
| $17.8M | 0.02% |
382,462
-6,632
| -2% | -$308K |
|
|
POLY
785
DELISTED
Plantronics, Inc.
POLY
| $17.7M | 0.02% |
536,114
-518
| -0.1% | -$17.1K |
|
786
Core Laboratories
CLB
$577M
| $17.7M | 0.02% |
296,346
+34,282
| +13% | +$2.05M |
|
787
ProAssurance
PRA
$1.22B
| $17.7M | 0.02% |
435,451
-2,446
| -0.6% | -$99.2K |
|
788
Avnet
AVT
$4.5B
| $17.7M | 0.02% |
488,980
-27,301
| -5% | -$986K |
|
789
Chart Industries
GTLS
$8.95B
| $17.6M | 0.02% |
271,172
+3,760
| +1% | +$245K |
|
|
SIX
790
DELISTED
Six Flags Entertainment Corp.
SIX
| $17.6M | 0.02% |
316,912
-5,114
| -2% | -$284K |
|
791
ManpowerGroup
MAN
$1.75B
| $17.6M | 0.02% |
271,603
-17,654
| -6% | -$1.14M |
|
|
ETRN
792
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $17.5M | 0.02% |
+875,136
| New | +$17.5M |
|
793
Pinduoduo
PDD
$177B
| $17.5M | 0.02% |
+780,707
| New | +$17.5M |
|
794
Landstar System
LSTR
$4.5B
| $17.5M | 0.02% |
182,905
-3,731
| -2% | -$357K |
|
795
Hawaiian Electric Industries
HE
$2.08B
| $17.5M | 0.02% |
477,129
-9,128
| -2% | -$334K |
|
796
Watts Water Technologies
WTS
$9.29B
| $17.4M | 0.02% |
270,393
+11,154
| +4% | +$720K |
|
797
ABM Industries
ABM
$2.82B
| $17.4M | 0.02% |
542,699
+10,988
| +2% | +$353K |
|
798
NRG Energy
NRG
$31.2B
| $17.4M | 0.02% |
439,583
-29,417
| -6% | -$1.16M |
|
|
SVC
799
Service Properties Trust
SVC
$469M
| $17.4M | 0.02% |
727,979
-9,807
| -1% | -$234K |
|
|
BEAT
800
DELISTED
BioTelemetry, Inc.
BEAT
| $17.3M | 0.02% |
290,438
+16,094
| +6% | +$961K |
|