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 | |
|---|---|---|---|---|---|---|
876
Cousins Properties
CUZ
$4.97B
| $18.3M | 0.02% |
471,003
+7,888
| +2% | +$306K |
|
877
Ameris Bancorp
ABCB
$5.12B
| $18.2M | 0.02% |
341,881
+23,292
| +7% | +$1.24M |
|
878
Maximus
MMS
$5.08B
| $18.2M | 0.02% |
293,124
+4,657
| +2% | +$289K |
|
|
IDTI
879
DELISTED
Integrated Device Technology I
IDTI
| $18.2M | 0.02% |
570,810
-3,442
| -0.6% | -$110K |
|
880
Newell Brands
NWL
$2.55B
| $18.2M | 0.02% |
705,525
-7,333
| -1% | -$189K |
|
881
CVB Financial
CVBF
$2.8B
| $18.1M | 0.02% |
809,495
+13,245
| +2% | +$297K |
|
882
Kemper
KMPR
$3.36B
| $18.1M | 0.02% |
239,659
+25,148
| +12% | +$1.9M |
|
|
VSM
883
DELISTED
Versum Materials, Inc.
VSM
| $18.1M | 0.02% |
487,539
+6,743
| +1% | +$251K |
|
884
Skechers
SKX
$9.49B
| $18.1M | 0.02% |
603,120
+2,362
| +0.4% | +$70.9K |
|
885
ICF International
ICFI
$1.82B
| $18.1M | 0.02% |
+254,474
| New | +$18.1M |
|
886
VICI Properties
VICI
$35.4B
| $18.1M | 0.02% |
875,187
+88,682
| +11% | +$1.83M |
|
887
UDR
UDR
$12.9B
| $18M | 0.02% |
480,374
+78,346
| +19% | +$2.94M |
|
888
J&J Snack Foods
JJSF
$2.09B
| $18M | 0.02% |
118,262
+1,316
| +1% | +$201K |
|
889
Pediatrix Medical
MD
$1.48B
| $18M | 0.02% |
416,259
+7,332
| +2% | +$317K |
|
890
UFP Industries
UFPI
$6B
| $18M | 0.02% |
491,961
+10,451
| +2% | +$383K |
|
891
Rithm Capital
RITM
$6.65B
| $17.9M | 0.02% |
1,023,036
-126,344
| -11% | -$2.21M |
|
892
Lithia Motors
LAD
$8.82B
| $17.9M | 0.02% |
189,131
+1,242
| +0.7% | +$117K |
|
893
BJs Wholesale Club
BJ
$12.9B
| $17.8M | 0.02% |
+752,682
| New | +$17.8M |
|
|
KLXI
894
DELISTED
KLX Inc.
KLXI
| $17.8M | 0.02% |
293,650
-4,789
| -2% | -$290K |
|
895
Hancock Whitney
HWC
$5.38B
| $17.8M | 0.02% |
380,841
+6,372
| +2% | +$297K |
|
896
Louisiana-Pacific
LPX
$6.81B
| $17.7M | 0.02% |
652,091
+9,667
| +2% | +$263K |
|
897
Cboe Global Markets
CBOE
$24.7B
| $17.7M | 0.02% |
170,445
-361
| -0.2% | -$37.6K |
|
898
Cooper-Standard Automotive
CPS
$689M
| $17.7M | 0.02% |
135,684
+1,397
| +1% | +$183K |
|
899
PVH
PVH
$3.95B
| $17.7M | 0.02% |
118,404
-206
| -0.2% | -$30.8K |
|
900
AGCO
AGCO
$8.15B
| $17.7M | 0.02% |
291,764
+2,919
| +1% | +$177K |
|