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 | |
|---|---|---|---|---|---|---|
|
NUVA
901
DELISTED
NuVasive, Inc.
NUVA
| $13.7M | 0.02% |
206,071
-154,870
| -43% | -$10.3M |
|
|
ILG
902
DELISTED
ILG, Inc Common Stock
ILG
| $13.7M | 0.02% |
799,603
-5,374
| -0.7% | -$92.3K |
|
903
Entegris
ENTG
$12.4B
| $13.7M | 0.02% |
786,760
+199,611
| +34% | +$3.48M |
|
|
AXE
904
DELISTED
Anixter International Inc
AXE
| $13.7M | 0.02% |
211,955
+5,829
| +3% | +$376K |
|
905
Tile Shop Holdings
TTSH
$282M
| $13.6M | 0.02% |
824,742
+295,172
| +56% | +$4.88M |
|
|
WFM
906
DELISTED
Whole Foods Market Inc
WFM
| $13.6M | 0.02% |
481,413
+7,716
| +2% | +$219K |
|
|
907
Goodyear
GT
$2.46B
| $13.6M | 0.02% |
422,524
-2,452,574
| -85% | -$79.2M |
|
908
Cirrus Logic
CRUS
$6.03B
| $13.6M | 0.02% |
256,629
-194,679
| -43% | -$10.3M |
|
|
RAX
909
DELISTED
Rackspace Hosting Inc
RAX
| $13.6M | 0.02% |
430,167
+18,197
| +4% | +$577K |
|
|
TEN
910
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $13.6M | 0.02% |
233,446
+222,476
| +2,028% | +$13M |
|
911
Webster Financial
WBS
$10.3B
| $13.6M | 0.02% |
356,532
+14,336
| +4% | +$545K |
|
912
Simpson Manufacturing
SSD
$8.14B
| $13.5M | 0.02% |
308,167
+10,661
| +4% | +$469K |
|
913
Semtech
SMTC
$5.26B
| $13.5M | 0.02% |
487,818
+19,813
| +4% | +$549K |
|
914
Power Integrations
POWI
$2.52B
| $13.5M | 0.02% |
428,596
+23,246
| +6% | +$733K |
|
915
DiamondRock Hospitality
DRH
$1.73B
| $13.5M | 0.02% |
1,480,494
+40,009
| +3% | +$364K |
|
916
CNX Resources
CNX
$4.1B
| $13.5M | 0.02% |
841,248
-192,102
| -19% | -$3.07M |
|
917
Woodward
WWD
$14.4B
| $13.5M | 0.02% |
215,328
+9,797
| +5% | +$612K |
|
918
Patterson-UTI
PTEN
$2.16B
| $13.4M | 0.02% |
599,097
-329,635
| -35% | -$7.37M |
|
919
Washington Trust Bancorp
WASH
$576M
| $13.4M | 0.02% |
331,954
-3,341
| -1% | -$134K |
|
920
Watts Water Technologies
WTS
$9.47B
| $13.3M | 0.02% |
205,316
+5,551
| +3% | +$360K |
|
|
GPOR
921
DELISTED
Gulfport Energy Corp.
GPOR
| $13.3M | 0.02% |
470,503
+19,343
| +4% | +$546K |
|
922
Bio-Rad Laboratories Class A
BIO
$7.86B
| $13.3M | 0.02% |
81,107
+2,677
| +3% | +$439K |
|
923
ASGN Inc
ASGN
$2.3B
| $13.3M | 0.02% |
365,721
+17,216
| +5% | +$625K |
|
924
J&J Snack Foods
JJSF
$2.11B
| $13.3M | 0.02% |
111,376
+5,859
| +6% | +$698K |
|
925
MSC Industrial Direct
MSM
$5.17B
| $13.2M | 0.02% |
179,922
-5,253
| -3% | -$386K |
|