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 | |
|---|---|---|---|---|---|---|
851
Maximus
MMS
$5.03B
| $18.1M | 0.02% |
280,540
+2,188
| +0.8% | +$141K |
|
|
VSM
852
DELISTED
Versum Materials, Inc.
VSM
| $18.1M | 0.02% |
465,967
+2,113
| +0.5% | +$82K |
|
853
Landstar System
LSTR
$4.57B
| $18M | 0.02% |
180,674
-530
| -0.3% | -$52.8K |
|
854
United Rentals
URI
$62.3B
| $18M | 0.02% |
129,697
-13,242
| -9% | -$1.84M |
|
855
Boyd Gaming
BYD
$6.89B
| $18M | 0.02% |
690,546
-8,622
| -1% | -$225K |
|
856
iShares Core S&P Small-Cap ETF
IJR
$86.5B
| $18M | 0.02% |
241,895
-10,400
| -4% | -$772K |
|
857
Core Laboratories
CLB
$596M
| $18M | 0.02% |
+181,866
| New | +$18M |
|
858
iRobot
IRBT
$114M
| $17.9M | 0.02% |
232,779
+30
| +0% | +$2.31K |
|
|
ORBK
859
DELISTED
Orbotech Ltd
ORBK
| $17.9M | 0.02% |
424,817
+30,971
| +8% | +$1.31M |
|
|
TSS
860
DELISTED
Total System Services, Inc.
TSS
| $17.9M | 0.02% |
273,557
-199,337
| -42% | -$13.1M |
|
861
Masimo
MASI
$7.97B
| $17.8M | 0.02% |
206,175
+9,617
| +5% | +$832K |
|
862
TechnipFMC
FTI
$16.7B
| $17.7M | 0.02% |
853,014
-71,198
| -8% | -$1.48M |
|
863
Tower Semiconductor
TSEM
$7.27B
| $17.7M | 0.02% |
575,086
+41,505
| +8% | +$1.28M |
|
864
Casey's General Stores
CASY
$20.5B
| $17.7M | 0.02% |
161,552
-4,347
| -3% | -$476K |
|
865
Hanover Insurance
THG
$6.43B
| $17.7M | 0.02% |
182,266
-279
| -0.2% | -$27K |
|
866
Edgewell Personal Care
EPC
$1.01B
| $17.7M | 0.02% |
242,620
-349
| -0.1% | -$25.4K |
|
867
Travel + Leisure Co
TNL
$4.1B
| $17.7M | 0.02% |
370,950
-20,547
| -5% | -$978K |
|
868
Darden Restaurants
DRI
$24.8B
| $17.6M | 0.02% |
223,931
-16,829
| -7% | -$1.33M |
|
869
Rithm Capital
RITM
$6.68B
| $17.6M | 0.02% |
1,053,855
+518,089
| +97% | +$8.67M |
|
|
MRO
870
DELISTED
Marathon Oil Corporation
MRO
| $17.6M | 0.02% |
1,298,944
-1,408
| -0.1% | -$19.1K |
|
871
Hancock Whitney
HWC
$5.38B
| $17.6M | 0.02% |
362,744
+1,378
| +0.4% | +$66.8K |
|
872
Tapestry
TPR
$22.2B
| $17.5M | 0.02% |
435,554
-17,324
| -4% | -$698K |
|
873
World Kinect Corp
WKC
$1.42B
| $17.5M | 0.02% |
516,649
+59,886
| +13% | +$2.03M |
|
874
Green Dot
GDOT
$746M
| $17.5M | 0.02% |
352,312
+8,142
| +2% | +$404K |
|
875
Skywest
SKYW
$4.36B
| $17.4M | 0.02% |
396,221
-3,620
| -0.9% | -$159K |
|