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 | |
|---|---|---|---|---|---|---|
|
MDCO
851
DELISTED
Medicines Co
MDCO
| $19.2M | 0.02% |
523,113
+8,518
| +2% | +$313K |
|
852
Dover
DOV
$24.4B
| $19.2M | 0.02% |
262,150
-37,676
| -13% | -$2.76M |
|
853
First Solar
FSLR
$21.8B
| $19.1M | 0.02% |
363,110
+7,647
| +2% | +$403K |
|
854
United Rentals
URI
$61.7B
| $19.1M | 0.02% |
129,488
-2,292
| -2% | -$338K |
|
855
Ciena
CIEN
$18.7B
| $19.1M | 0.02% |
719,904
+86,783
| +14% | +$2.3M |
|
856
Gen Digital
GEN
$18.3B
| $19.1M | 0.02% |
923,635
-19,316
| -2% | -$399K |
|
|
857
Loews
L
$20.3B
| $19M | 0.02% |
394,475
-3,255,766
| -89% | -$157M |
|
858
Advanced Micro Devices
AMD
$253B
| $19M | 0.02% |
1,269,141
+80,350
| +7% | +$1.2M |
|
|
DHC
859
Diversified Healthcare Trust
DHC
$1.09B
| $19M | 0.02% |
1,049,922
+10,739
| +1% | +$194K |
|
860
Woodward
WWD
$14.4B
| $19M | 0.02% |
247,059
+5,228
| +2% | +$402K |
|
861
FTI Consulting
FCN
$5.4B
| $19M | 0.02% |
313,739
+21,014
| +7% | +$1.27M |
|
|
CLGX
862
DELISTED
Corelogic, Inc.
CLGX
| $18.9M | 0.02% |
364,887
+3,381
| +0.9% | +$175K |
|
|
ARRS
863
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $18.9M | 0.02% |
771,717
+12,419
| +2% | +$304K |
|
864
Cogent Communications
CCOI
$1.77B
| $18.8M | 0.02% |
351,563
+836
| +0.2% | +$44.6K |
|
865
Cadence Design Systems
CDNS
$96.7B
| $18.6M | 0.02% |
430,259
-9,462
| -2% | -$410K |
|
|
ARI
866
Apollo Commercial Real Estate
ARI
$1.53B
| $18.6M | 0.02% |
1,018,339
+19,593
| +2% | +$358K |
|
867
Valvoline
VVV
$5.15B
| $18.6M | 0.02% |
862,968
-9,359
| -1% | -$202K |
|
868
Globus Medical
GMED
$8.05B
| $18.6M | 0.02% |
368,603
+6,063
| +2% | +$306K |
|
869
Simmons First National
SFNC
$2.99B
| $18.5M | 0.02% |
620,118
+10,647
| +2% | +$318K |
|
870
Ball Corp
BALL
$13.9B
| $18.4M | 0.02% |
518,388
-11,436
| -2% | -$407K |
|
871
Wolfspeed
WOLF
$294M
| $18.4M | 0.02% |
442,461
+16,702
| +4% | +$694K |
|
872
Aramark
ARMK
$10.2B
| $18.4M | 0.02% |
686,205
-510,389
| -43% | -$13.7M |
|
873
Viavi Solutions
VIAV
$2.74B
| $18.3M | 0.02% |
1,787,395
+23,205
| +1% | +$238K |
|
874
Gates Industrial
GTES
$6.71B
| $18.3M | 0.02% |
1,124,783
+58,399
| +5% | +$950K |
|
875
Tractor Supply
TSCO
$31.8B
| $18.3M | 0.02% |
1,196,160
+213,365
| +22% | +$3.26M |
|