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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
EQT Corp
EQT
$31.8B
| $11.3M | 0.02% |
399,783
-6,508
| -2% | -$185K |
|
877
PRA Group
PRAA
$677M
| $11.3M | 0.02% |
326,236
+12,911
| +4% | +$448K |
|
878
CenterPoint Energy
CNP
$25B
| $11.3M | 0.02% |
614,686
+10,704
| +2% | +$197K |
|
879
CVB Financial
CVBF
$2.8B
| $11.3M | 0.02% |
665,615
+23,846
| +4% | +$403K |
|
880
Strategy Inc Common Stock Class A
MSTR
$92.4B
| $11.3M | 0.02% |
628,040
+27,300
| +5% | +$490K |
|
881
Zebra Technologies
ZBRA
$16.1B
| $11.2M | 0.02% |
161,375
-743
| -0.5% | -$51.8K |
|
882
Webster Financial
WBS
$10.3B
| $11.2M | 0.02% |
302,145
-6,055
| -2% | -$225K |
|
883
CNO Financial Group
CNO
$3.83B
| $11.2M | 0.02% |
585,753
-14,436
| -2% | -$276K |
|
|
STMP
884
DELISTED
Stamps.com, Inc.
STMP
| $11.2M | 0.02% |
101,921
+4,711
| +5% | +$516K |
|
885
Freeport-McMoran
FCX
$65.9B
| $11.1M | 0.02% |
1,643,884
+70,040
| +4% | +$474K |
|
886
Nordson
NDSN
$12.8B
| $11.1M | 0.02% |
173,344
-6,035
| -3% | -$387K |
|
887
Haemonetics
HAE
$2.58B
| $11.1M | 0.02% |
344,105
+16,768
| +5% | +$541K |
|
888
OSI Systems
OSIS
$4.03B
| $11M | 0.02% |
124,592
+5,144
| +4% | +$456K |
|
889
American Axle
AXL
$718M
| $11M | 0.02% |
581,502
+7,455
| +1% | +$141K |
|
890
Capri Holdings
CPRI
$2.6B
| $11M | 0.02% |
274,575
-801
| -0.3% | -$32.1K |
|
891
Sanmina
SANM
$6.27B
| $11M | 0.02% |
534,121
+9,971
| +2% | +$205K |
|
|
SONC
892
DELISTED
Sonic Corp
SONC
| $11M | 0.02% |
339,913
+374
| +0.1% | +$12.1K |
|
893
Papa John's
PZZA
$1.64B
| $11M | 0.02% |
196,542
+6,170
| +3% | +$345K |
|
894
Cinemark Holdings
CNK
$3.24B
| $11M | 0.02% |
328,443
+8,785
| +3% | +$294K |
|
895
Idacorp
IDA
$6.79B
| $11M | 0.02% |
161,260
+7,323
| +5% | +$498K |
|
896
WEX
WEX
$6.04B
| $11M | 0.02% |
123,981
+3,112
| +3% | +$275K |
|
|
WAGE
897
DELISTED
WageWorks, Inc.
WAGE
| $10.9M | 0.02% |
241,263
+10,972
| +5% | +$498K |
|
|
WPG
898
DELISTED
Washington Prime Group Inc.
WPG
| $10.9M | 0.02% |
114,452
-10,743
| -9% | -$1.03M |
|
|
SJI
899
DELISTED
South Jersey Industries, Inc.
SJI
| $10.9M | 0.02% |
463,938
+23,108
| +5% | +$544K |
|
|
CPGX
900
DELISTED
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
| $10.9M | 0.02% |
544,663
+102,856
| +23% | +$2.06M |
|