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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 3 |
Charter Communications
CHTR
|
$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBT
876
DELISTED
Welbilt, Inc.
WBT
| $14.3M | 0.02% |
879,532
+63,005
| +8% | +$1.02M |
|
|
JNPR
877
DELISTED
Juniper Networks
JNPR
| $14.2M | 0.02% |
591,478
+51,132
| +9% | +$1.23M |
|
|
SAFM
878
DELISTED
Sanderson Farms Inc
SAFM
| $14.2M | 0.02% |
147,591
+3,983
| +3% | +$384K |
|
879
Columbia Banking Systems
COLB
$8.06B
| $14.2M | 0.02% |
434,079
+16,838
| +4% | +$551K |
|
|
PVTB
880
DELISTED
PrivateBancorp Inc
PVTB
| $14.2M | 0.02% |
309,028
+12,771
| +4% | +$586K |
|
881
Adeia
ADEA
$1.68B
| $14.2M | 0.02% |
1,391,951
+118,866
| +9% | +$1.21M |
|
882
Old National Bancorp
ONB
$8.96B
| $14.2M | 0.02% |
1,006,419
+31,003
| +3% | +$436K |
|
|
HMSY
883
DELISTED
HMS Holdings Corp.
HMSY
| $14.1M | 0.02% |
635,156
+23,230
| +4% | +$515K |
|
884
Sealed Air
SEE
$4.86B
| $14.1M | 0.02% |
307,155
+4,850
| +2% | +$222K |
|
|
KNGT
885
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
| $14M | 0.02% |
489,546
+51,627
| +12% | +$1.48M |
|
886
Tractor Supply
TSCO
$31.8B
| $14M | 0.02% |
1,039,155
-30,835
| -3% | -$415K |
|
887
Xerox
XRX
$482M
| $14M | 0.02% |
523,778
-12,971
| -2% | -$346K |
|
|
EE
888
DELISTED
El Paso Electric Company
EE
| $14M | 0.02% |
298,652
+4,122
| +1% | +$193K |
|
|
PPS
889
DELISTED
Post Properties
PPS
| $14M | 0.02% |
211,024
+8,358
| +4% | +$553K |
|
890
Mueller Industries
MLI
$10.8B
| $13.9M | 0.02% |
860,220
+29,022
| +3% | +$470K |
|
891
Hanesbrands
HBI
$2.28B
| $13.9M | 0.02% |
550,450
-25,694
| -4% | -$649K |
|
|
MXIM
892
DELISTED
Maxim Integrated Products
MXIM
| $13.9M | 0.02% |
348,042
-17,168
| -5% | -$686K |
|
893
First Horizon
FHN
$11.3B
| $13.9M | 0.02% |
911,890
+34,596
| +4% | +$527K |
|
|
XL
894
DELISTED
XL Group Ltd.
XL
| $13.9M | 0.02% |
412,999
-10,426
| -2% | -$351K |
|
|
GK
895
DELISTED
G&K Services Inc
GK
| $13.8M | 0.02% |
145,032
+3,406
| +2% | +$325K |
|
896
Nabors Industries
NBR
$570M
| $13.8M | 0.02% |
22,729
+1,483
| +7% | +$902K |
|
897
Zebra Technologies
ZBRA
$16B
| $13.8M | 0.02% |
198,036
+10,000
| +5% | +$696K |
|
898
Cooper Companies
COO
$13.7B
| $13.8M | 0.02% |
307,312
-424,704
| -58% | -$19M |
|
899
Vermilion Energy
VET
$1.13B
| $13.8M | 0.02% |
355,411
+49,740
| +16% | +$1.93M |
|
900
Haemonetics
HAE
$2.61B
| $13.8M | 0.02% |
379,833
+20,313
| +6% | +$736K |
|