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 | |
|---|---|---|---|---|---|---|
801
Liberty Global Class A
LBTYA
$4.01B
| $17.3M | 0.02% |
812,346
-48,110
| -6% | -$1.03M |
|
802
PBF Energy
PBF
$3.32B
| $17.3M | 0.02% |
529,168
-77,136
| -13% | -$2.52M |
|
803
Fabrinet
FN
$13.1B
| $17.2M | 0.02% |
335,695
+35,984
| +12% | +$1.85M |
|
804
Helen of Troy
HELE
$562M
| $17.2M | 0.02% |
130,834
+11,527
| +10% | +$1.51M |
|
805
Cincinnati Financial
CINF
$24.2B
| $17.1M | 0.02% |
220,852
-2,180
| -1% | -$169K |
|
806
American Eagle Outfitters
AEO
$3.38B
| $17.1M | 0.02% |
883,564
-295,694
| -25% | -$5.72M |
|
807
Essential Properties Realty Trust
EPRT
$5.91B
| $17.1M | 0.02% |
1,233,510
-1,208,029
| -49% | -$16.7M |
|
808
Universal Display
OLED
$6.56B
| $17.1M | 0.02% |
182,374
+179,886
| +7,230% | +$16.8M |
|
809
Eastman Chemical
EMN
$7.76B
| $17M | 0.02% |
233,103
-176,178
| -43% | -$12.9M |
|
810
Cracker Barrel
CBRL
$1.15B
| $17M | 0.02% |
106,034
-2,083
| -2% | -$333K |
|
811
Helmerich & Payne
HP
$2.06B
| $16.9M | 0.02% |
353,320
-45,567
| -11% | -$2.18M |
|
812
ICU Medical
ICUI
$3.3B
| $16.9M | 0.02% |
73,734
-1,506
| -2% | -$346K |
|
|
VG
813
DELISTED
Vonage Holdings Corporation
VG
| $16.9M | 0.02% |
1,934,355
+32,866
| +2% | +$287K |
|
|
EE
814
DELISTED
El Paso Electric Company
EE
| $16.9M | 0.02% |
336,233
-20,768
| -6% | -$1.04M |
|
815
CVB Financial
CVBF
$2.8B
| $16.8M | 0.02% |
831,698
-4,819
| -0.6% | -$97.5K |
|
816
Carter's
CRI
$1.08B
| $16.8M | 0.02% |
205,794
-7,208
| -3% | -$588K |
|
817
Murphy Oil
MUR
$3.66B
| $16.8M | 0.02% |
717,918
-213,692
| -23% | -$5M |
|
818
Keurig Dr Pepper
KDP
$37.5B
| $16.8M | 0.02% |
654,606
-191,313
| -23% | -$4.9M |
|
819
Independent Bank
INDB
$3.48B
| $16.8M | 0.02% |
238,466
+6,468
| +3% | +$455K |
|
|
ETFC
820
DELISTED
E*Trade Financial Corporation
ETFC
| $16.8M | 0.02% |
381,739
-13,556
| -3% | -$595K |
|
|
BBU
821
Brookfield Business Partners
BBU
$2.48B
| $16.7M | 0.02% |
858,296
-12,039
| -1% | -$235K |
|
822
MGIC Investment
MTG
$6.63B
| $16.7M | 0.02% |
1,599,270
+490,949
| +44% | +$5.14M |
|
823
Cinemark Holdings
CNK
$3.24B
| $16.7M | 0.02% |
466,615
-8,042
| -2% | -$288K |
|
824
Visteon
VC
$3.47B
| $16.7M | 0.02% |
276,368
-26,594
| -9% | -$1.6M |
|
825
Equifax
EFX
$32.2B
| $16.6M | 0.02% |
178,310
-5,432
| -3% | -$506K |
|