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 | |
|---|---|---|---|---|---|---|
876
Watts Water Technologies
WTS
$9.47B
| $17.4M | 0.02% |
251,245
-1,800
| -0.7% | -$125K |
|
877
Ashland
ASH
$2.5B
| $17.4M | 0.02% |
265,427
+2,235
| +0.8% | +$146K |
|
878
EQT Corp
EQT
$31.8B
| $17.3M | 0.02% |
488,372
-15,058
| -3% | -$535K |
|
879
Children's Place
PLCE
$162M
| $17.3M | 0.02% |
146,769
-1,685
| -1% | -$199K |
|
880
Cadence Design Systems
CDNS
$96.7B
| $17.3M | 0.02% |
438,055
-767,589
| -64% | -$30.3M |
|
881
Monolithic Power Systems
MPWR
$40.2B
| $17.2M | 0.02% |
161,686
+947
| +0.6% | +$101K |
|
882
Dorman Products
DORM
$5B
| $17.2M | 0.02% |
240,492
-3,502
| -1% | -$251K |
|
883
Merit Medical Systems
MMSI
$5.34B
| $17.2M | 0.02% |
406,649
-3,534
| -0.9% | -$150K |
|
|
MNR
884
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $17.2M | 0.02% |
1,061,677
+95,588
| +10% | +$1.55M |
|
885
Pediatrix Medical
MD
$1.48B
| $17.2M | 0.02% |
398,057
+2,665
| +0.7% | +$115K |
|
886
Williams-Sonoma
WSM
$24.8B
| $17.1M | 0.02% |
687,694
+2,578
| +0.4% | +$64.3K |
|
887
Power Integrations
POWI
$2.56B
| $17.1M | 0.02% |
467,290
-4,070
| -0.9% | -$149K |
|
|
DISH
888
DELISTED
DISH Network Corp.
DISH
| $17.1M | 0.02% |
315,028
-31,902
| -9% | -$1.73M |
|
|
KSU
889
DELISTED
Kansas City Southern
KSU
| $17.1M | 0.02% |
157,037
-2,058
| -1% | -$224K |
|
890
ScottsMiracle-Gro
SMG
$3.56B
| $17.1M | 0.02% |
175,317
-14,042
| -7% | -$1.37M |
|
891
CNO Financial Group
CNO
$3.83B
| $17.1M | 0.02% |
730,972
-1,345,677
| -65% | -$31.4M |
|
|
BMS
892
DELISTED
Bemis
BMS
| $17.1M | 0.02% |
374,389
-11,938
| -3% | -$544K |
|
|
HR
893
DELISTED
Healthcare Realty Trust Incorporated
HR
| $17M | 0.02% |
527,127
+32,190
| +7% | +$1.04M |
|
894
Cincinnati Financial
CINF
$24.5B
| $17M | 0.02% |
222,560
-7,148
| -3% | -$547K |
|
895
International Flavors & Fragrances
IFF
$17B
| $17M | 0.02% |
119,229
-15,158
| -11% | -$2.17M |
|
896
RLI Corp
RLI
$6.15B
| $17M | 0.02% |
593,512
+852
| +0.1% | +$24.4K |
|
|
CLGX
897
DELISTED
Corelogic, Inc.
CLGX
| $17M | 0.02% |
367,291
-586
| -0.2% | -$27.1K |
|
898
Home BancShares
HOMB
$5.79B
| $17M | 0.02% |
672,122
+136,998
| +26% | +$3.46M |
|
899
LXP Industrial Trust
LXP
$2.74B
| $16.9M | 0.02% |
1,655,853
-30,241
| -2% | -$309K |
|
900
DiamondRock Hospitality
DRH
$1.72B
| $16.9M | 0.02% |
1,544,490
-20,410
| -1% | -$223K |
|