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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 3 |
Charter Communications
CHTR
|
$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Tetra Tech
TTEK
$9.48B
| $15.4M | 0.02% |
2,168,785
+59,635
| +3% | +$423K |
|
827
Idacorp
IDA
$6.77B
| $15.3M | 0.02% |
196,035
+4,843
| +3% | +$379K |
|
|
CATM
828
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $15.3M | 0.02% |
342,292
+14,015
| +4% | +$625K |
|
829
Fair Isaac
FICO
$36.8B
| $15.3M | 0.02% |
122,506
+3,695
| +3% | +$460K |
|
|
JBTM
830
JBT Marel Corporation
JBTM
$7.35B
| $15.2M | 0.02% |
215,975
+6,490
| +3% | +$458K |
|
|
B
831
DELISTED
Barnes Group Inc.
B
| $15.2M | 0.02% |
375,323
+10,433
| +3% | +$423K |
|
832
Foot Locker
FL
$2.29B
| $15.1M | 0.02% |
223,408
-236,438
| -51% | -$16M |
|
|
KSU
833
DELISTED
Kansas City Southern
KSU
| $15.1M | 0.02% |
161,620
+3,542
| +2% | +$331K |
|
834
Unifirst Corp
UNF
$3.3B
| $15.1M | 0.02% |
114,342
+3,145
| +3% | +$415K |
|
835
ScottsMiracle-Gro
SMG
$3.64B
| $15.1M | 0.02% |
181,066
+4,930
| +3% | +$411K |
|
836
Synovus
SNV
$7.15B
| $15.1M | 0.02% |
463,108
+9,633
| +2% | +$313K |
|
|
VAR
837
DELISTED
Varian Medical Systems, Inc.
VAR
| $15.1M | 0.02% |
172,508
+381
| +0.2% | +$33.3K |
|
838
Prosperity Bancshares
PB
$6.46B
| $15M | 0.02% |
273,246
+24,375
| +10% | +$1.34M |
|
839
Sally Beauty Holdings
SBH
$1.44B
| $15M | 0.02% |
583,519
+549,274
| +1,604% | +$14.1M |
|
840
Cintas
CTAS
$82.4B
| $15M | 0.02% |
532,228
+280
| +0.1% | +$7.88K |
|
841
Hillenbrand
HI
$1.85B
| $14.9M | 0.02% |
471,648
+15,263
| +3% | +$483K |
|
842
News Corp Class A
NWSA
$16.6B
| $14.9M | 0.02% |
1,062,512
+487,432
| +85% | +$6.81M |
|
843
Eagle Materials
EXP
$7.86B
| $14.8M | 0.02% |
192,083
+7,763
| +4% | +$600K |
|
844
Fortune Brands Innovations
FBIN
$7.3B
| $14.8M | 0.02% |
298,933
+6,912
| +2% | +$343K |
|
845
Autoliv
ALV
$9.58B
| $14.8M | 0.02% |
192,792
+26,564
| +16% | +$2.04M |
|
|
HRC
846
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $14.8M | 0.02% |
238,722
+18,928
| +9% | +$1.17M |
|
847
Expeditors International
EXPD
$16.4B
| $14.8M | 0.02% |
287,042
+2,430
| +0.9% | +$125K |
|
|
MIK
848
DELISTED
Michaels Stores, Inc
MIK
| $14.8M | 0.02% |
611,519
+44,227
| +8% | +$1.07M |
|
849
Teledyne Technologies
TDY
$25.7B
| $14.8M | 0.02% |
136,922
+6,080
| +5% | +$656K |
|
850
Harley-Davidson
HOG
$3.67B
| $14.7M | 0.02% |
279,963
+1,375
| +0.5% | +$72.3K |
|