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 |
Alibaba
BABA
|
+$205M |
| 2 |
Boston Properties
BXP
|
+$179M |
| 3 |
Domino's
DPZ
|
+$178M |
| 4 |
VICI Properties
VICI
|
+$124M |
| 5 |
Vail Resorts
MTN
|
+$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
+$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$124M |
| 3 |
SBA Communications
SBAC
|
+$118M |
| 4 |
Steris
STE
|
+$116M |
| 5 |
Equinix
EQIX
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Nexstar Media Group
NXST
$6.01B
| $20.1M | 0.02% |
185,387
-9,772
| -5% | -$1.06M |
|
777
Texas Roadhouse
TXRH
$11B
| $20.1M | 0.02% |
322,978
+2,294
| +0.7% | +$143K |
|
778
Old National Bancorp
ONB
$8.82B
| $20M | 0.02% |
1,221,055
-14,746
| -1% | -$242K |
|
779
Applied Industrial Technologies
AIT
$10B
| $20M | 0.02% |
335,669
-2,906
| -0.9% | -$173K |
|
780
Helmerich & Payne
HP
$2.03B
| $20M | 0.02% |
359,267
+5,947
| +2% | +$330K |
|
781
Olin
OLN
$2.95B
| $20M | 0.02% |
862,187
-23,240
| -3% | -$538K |
|
782
Skechers
SKX
$9.51B
| $19.9M | 0.02% |
593,212
+1,405
| +0.2% | +$47.2K |
|
783
Integer Holdings
ITGR
$3.64B
| $19.9M | 0.02% |
264,299
-1,466
| -0.6% | -$111K |
|
784
CareTrust REIT
CTRE
$7.56B
| $19.8M | 0.02% |
845,774
+31,848
| +4% | +$747K |
|
785
Take-Two Interactive
TTWO
$45.5B
| $19.8M | 0.02% |
210,256
-4,937
| -2% | -$466K |
|
|
B
786
DELISTED
Barnes Group Inc.
B
| $19.8M | 0.02% |
385,742
-4,015
| -1% | -$206K |
|
787
Landstar System
LSTR
$4.53B
| $19.8M | 0.02% |
181,250
-1,655
| -0.9% | -$181K |
|
788
Prosperity Bancshares
PB
$6.39B
| $19.8M | 0.02% |
287,065
+1,626
| +0.6% | +$112K |
|
789
Conagra Brands
CAG
$9.14B
| $19.8M | 0.02% |
714,074
-15,727
| -2% | -$436K |
|
790
AGCO
AGCO
$8.11B
| $19.8M | 0.02% |
284,529
-4,194
| -1% | -$292K |
|
791
Fortinet
FTNT
$61.2B
| $19.8M | 0.02% |
1,176,805
+32,585
| +3% | +$547K |
|
792
J.M. Smucker
SJM
$11.6B
| $19.8M | 0.02% |
169,638
-25,727
| -13% | -$3M |
|
793
First Horizon
FHN
$11.6B
| $19.7M | 0.02% |
1,408,138
-13,409
| -0.9% | -$187K |
|
794
Hawaiian Electric Industries
HE
$2.06B
| $19.7M | 0.02% |
482,095
+4,966
| +1% | +$202K |
|
795
Addus HomeCare
ADUS
$2.07B
| $19.6M | 0.02% |
308,577
+8,532
| +3% | +$543K |
|
796
Advance Auto Parts
AAP
$3.54B
| $19.6M | 0.02% |
115,022
-4,141
| -3% | -$706K |
|
|
ABMD
797
DELISTED
Abiomed Inc
ABMD
| $19.6M | 0.02% |
68,640
-644
| -0.9% | -$184K |
|
|
ETRN
798
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $19.6M | 0.02% |
899,950
+24,814
| +3% | +$540K |
|
799
ABM Industries
ABM
$2.83B
| $19.6M | 0.02% |
538,503
-4,196
| -0.8% | -$153K |
|
800
Ollie's Bargain Outlet
OLLI
$7.89B
| $19.5M | 0.02% |
228,912
-1,039
| -0.5% | -$88.7K |
|