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 | |
|---|---|---|---|---|---|---|
|
JOYY
801
JOYY Inc. American Depositary Shares
JOYY
$3.23B
| $19.3M | 0.02% |
+222,116
| New | +$19.3M |
|
|
WAGE
802
DELISTED
WageWorks, Inc.
WAGE
| $19.3M | 0.02% |
317,434
-2,166
| -0.7% | -$131K |
|
803
Bio-Rad Laboratories Class A
BIO
$7.49B
| $19.2M | 0.02% |
86,515
-2,528
| -3% | -$562K |
|
804
Cemex
CX
$13.3B
| $19.2M | 0.02% |
+2,115,351
| New | +$19.2M |
|
805
Energizer
ENR
$1.94B
| $19.1M | 0.02% |
415,217
+1,425
| +0.3% | +$65.6K |
|
|
GMS
806
DELISTED
GMS Inc
GMS
| $19.1M | 0.02% |
539,541
+77,779
| +17% | +$2.75M |
|
|
X
807
DELISTED
US Steel
X
| $19.1M | 0.02% |
743,908
+4,827
| +0.7% | +$124K |
|
808
Old National Bancorp
ONB
$8.81B
| $19.1M | 0.02% |
1,042,710
-10,690
| -1% | -$196K |
|
809
Louisiana-Pacific
LPX
$6.64B
| $19.1M | 0.02% |
704,118
+2,522
| +0.4% | +$68.3K |
|
|
EE
810
DELISTED
El Paso Electric Company
EE
| $19M | 0.02% |
344,125
-2,684
| -0.8% | -$148K |
|
811
Steven Madden
SHOO
$2.22B
| $19M | 0.02% |
658,410
-10,137
| -2% | -$293K |
|
812
Emcor
EME
$28.4B
| $19M | 0.02% |
273,891
-19
| -0% | -$1.32K |
|
813
Myriad Genetics
MYGN
$642M
| $19M | 0.02% |
524,735
-3,611
| -0.7% | -$131K |
|
|
AXE
814
DELISTED
Anixter International Inc
AXE
| $19M | 0.02% |
223,153
-1
| -0% | -$85 |
|
815
Coterra Energy
CTRA
$18.6B
| $19M | 0.02% |
709,001
-26,800
| -4% | -$717K |
|
816
Unifirst Corp
UNF
$3.17B
| $18.9M | 0.02% |
125,006
-1,359
| -1% | -$206K |
|
817
CVB Financial
CVBF
$2.8B
| $18.9M | 0.02% |
783,388
-14,691
| -2% | -$355K |
|
818
Idacorp
IDA
$6.76B
| $18.9M | 0.02% |
215,217
+2,965
| +1% | +$261K |
|
819
J.M. Smucker
SJM
$11.7B
| $18.9M | 0.02% |
179,800
-51,558
| -22% | -$5.41M |
|
820
PotlatchDeltic
PCH
$3.21B
| $18.9M | 0.02% |
369,872
+195,726
| +112% | +$9.98M |
|
821
Apogee Enterprises
APOG
$896M
| $18.8M | 0.02% |
390,569
+34,566
| +10% | +$1.67M |
|
822
TopBuild
BLD
$11.8B
| $18.8M | 0.02% |
288,745
-15,034
| -5% | -$980K |
|
823
Coca-Cola Femsa
KOF
$17.8B
| $18.8M | 0.02% |
243,752
+30,975
| +15% | +$2.39M |
|
824
Atlantic Union Bankshares
AUB
$5.02B
| $18.8M | 0.02% |
532,268
+35,711
| +7% | +$1.26M |
|
825
Dave & Buster's
PLAY
$769M
| $18.8M | 0.02% |
357,343
+32,276
| +10% | +$1.69M |
|