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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LSI
826
DELISTED
Life Storage, Inc.
LSI
| $20M | 0.02% |
308,316
+3,247
| +1% | +$211K |
|
827
Genuine Parts
GPC
$19.9B
| $20M | 0.02% |
217,720
-4,108
| -2% | -$377K |
|
828
American States Water
AWR
$2.83B
| $20M | 0.02% |
349,167
+19,393
| +6% | +$1.11M |
|
829
Axos Financial
AX
$5.21B
| $19.9M | 0.02% |
485,337
+55,485
| +13% | +$2.27M |
|
830
CMS Energy
CMS
$21.5B
| $19.8M | 0.02% |
419,599
-4,031
| -1% | -$191K |
|
831
Primerica
PRI
$8.89B
| $19.8M | 0.02% |
198,888
+2,436
| +1% | +$243K |
|
832
Travel + Leisure Co
TNL
$4.11B
| $19.8M | 0.02% |
446,382
+84,896
| +23% | +$3.76M |
|
|
NATI
833
DELISTED
National Instruments Corp
NATI
| $19.8M | 0.02% |
470,634
+1,421
| +0.3% | +$59.7K |
|
834
Atlanta Braves Holdings Series B
BATRK
$2.66B
| $19.7M | 0.02% |
761,817
-38,329
| -5% | -$991K |
|
835
Old National Bancorp
ONB
$8.78B
| $19.7M | 0.02% |
1,058,754
-1,201,177
| -53% | -$22.3M |
|
|
CADE
836
DELISTED
Cadence Bancorporation
CADE
| $19.7M | 0.02% |
+680,797
| New | +$19.7M |
|
837
LivaNova
LIVN
$3.13B
| $19.6M | 0.02% |
196,537
+4,612
| +2% | +$460K |
|
838
Watts Water Technologies
WTS
$9.47B
| $19.6M | 0.02% |
250,243
+7,227
| +3% | +$567K |
|
839
DiamondRock Hospitality
DRH
$1.72B
| $19.6M | 0.02% |
1,597,060
+25,624
| +2% | +$315K |
|
840
Azenta
AZTA
$1.43B
| $19.6M | 0.02% |
599,941
+31,902
| +6% | +$1.04M |
|
|
MGLN
841
DELISTED
Magellan Health Services, Inc.
MGLN
| $19.6M | 0.02% |
203,795
+4,291
| +2% | +$412K |
|
842
Pinnacle Financial Partners
PNFP
$7.59B
| $19.5M | 0.02% |
318,050
-1,480
| -0.5% | -$90.8K |
|
843
Trinseo
TSE
$87.4M
| $19.5M | 0.02% |
274,658
-136,985
| -33% | -$9.72M |
|
844
Texas Roadhouse
TXRH
$11.1B
| $19.4M | 0.02% |
295,715
+5,414
| +2% | +$355K |
|
845
TechnipFMC
FTI
$16.6B
| $19.3M | 0.02% |
817,106
-9,455
| -1% | -$223K |
|
846
Incyte
INCY
$16.8B
| $19.2M | 0.02% |
287,285
+5,547
| +2% | +$372K |
|
847
Silicon Laboratories
SLAB
$4.45B
| $19.2M | 0.02% |
192,874
-10,071
| -5% | -$1M |
|
848
FNB Corp
FNB
$5.9B
| $19.2M | 0.02% |
1,431,080
+19,487
| +1% | +$262K |
|
849
Evercore
EVR
$13.3B
| $19.2M | 0.02% |
182,091
-29,556
| -14% | -$3.12M |
|
850
Nu Skin
NUS
$579M
| $19.2M | 0.02% |
245,575
+28,354
| +13% | +$2.22M |
|