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 | |
|---|---|---|---|---|---|---|
826
Wynn Resorts
WYNN
$12.8B
| $18.7M | 0.02% |
125,849
-2,791
| -2% | -$416K |
|
827
Wintrust Financial
WTFC
$9.17B
| $18.7M | 0.02% |
239,123
+1,016
| +0.4% | +$79.6K |
|
828
Rogers Corp
ROG
$1.46B
| $18.7M | 0.02% |
140,430
-1,466
| -1% | -$195K |
|
829
SiriusXM
SIRI
$7.99B
| $18.7M | 0.02% |
338,873
-41,503
| -11% | -$2.29M |
|
830
Light & Wonder
LNW
$7.46B
| $18.7M | 0.02% |
407,834
+16,101
| +4% | +$738K |
|
|
SYKE
831
DELISTED
SYKES Enterprises Inc
SYKE
| $18.7M | 0.02% |
640,127
-4,414
| -0.7% | -$129K |
|
|
HES
832
DELISTED
Hess
HES
| $18.6M | 0.02% |
396,168
-10,293
| -3% | -$483K |
|
|
TIVO
833
DELISTED
Tivo Inc
TIVO
| $18.5M | 0.02% |
933,753
-4,272
| -0.5% | -$84.8K |
|
834
Mueller Industries
MLI
$11B
| $18.5M | 0.02% |
1,058,938
-7,364
| -0.7% | -$129K |
|
835
Ryder
R
$7.69B
| $18.5M | 0.02% |
218,448
-7,840
| -3% | -$663K |
|
836
WEX
WEX
$5.95B
| $18.5M | 0.02% |
164,511
-278
| -0.2% | -$31.2K |
|
837
Rollins
ROL
$27.8B
| $18.4M | 0.02% |
899,240
-37,041
| -4% | -$760K |
|
|
FMBI
838
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $18.4M | 0.02% |
785,466
+155,318
| +25% | +$3.64M |
|
|
DNB
839
DELISTED
Dun & Bradstreet
DNB
| $18.3M | 0.02% |
157,584
-193
| -0.1% | -$22.5K |
|
840
Ollie's Bargain Outlet
OLLI
$8.08B
| $18.3M | 0.02% |
394,737
-1,251
| -0.3% | -$58K |
|
841
Acadia Realty Trust
AKR
$2.58B
| $18.3M | 0.02% |
639,691
-15,211
| -2% | -$435K |
|
842
Cboe Global Markets
CBOE
$24.8B
| $18.3M | 0.02% |
169,789
+22,433
| +15% | +$2.41M |
|
|
MDCO
843
DELISTED
Medicines Co
MDCO
| $18.2M | 0.02% |
492,240
-68,281
| -12% | -$2.53M |
|
|
WGL
844
DELISTED
Wgl Holdings
WGL
| $18.2M | 0.02% |
216,516
+794
| +0.4% | +$66.9K |
|
845
Texas Capital Bancshares
TCBI
$4B
| $18.2M | 0.02% |
212,205
+2,855
| +1% | +$245K |
|
|
ETFC
846
DELISTED
E*Trade Financial Corporation
ETFC
| $18.2M | 0.02% |
417,223
-3,037
| -0.7% | -$132K |
|
847
Hain Celestial
HAIN
$181M
| $18.2M | 0.02% |
441,133
+2,611
| +0.6% | +$107K |
|
848
Woodward
WWD
$14.5B
| $18.1M | 0.02% |
233,814
+983
| +0.4% | +$76.3K |
|
849
Teradata
TDC
$1.99B
| $18.1M | 0.02% |
536,382
-18,510
| -3% | -$625K |
|
850
Cooper Companies
COO
$13.6B
| $18.1M | 0.02% |
305,352
-11,556
| -4% | -$685K |
|