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 | |
|---|---|---|---|---|---|---|
901
Simpson Manufacturing
SSD
$8.06B
| $16.9M | 0.02% |
344,605
+10,687
| +3% | +$524K |
|
902
Bank of Hawaii
BOH
$2.71B
| $16.8M | 0.02% |
201,758
-947
| -0.5% | -$78.9K |
|
|
FNGN
903
DELISTED
Financial Engines, Inc.
FNGN
| $16.8M | 0.02% |
483,180
+35,100
| +8% | +$1.22M |
|
|
MDR
904
DELISTED
McDermott International
MDR
| $16.8M | 0.02% |
768,851
-7,083
| -0.9% | -$154K |
|
905
Cousins Properties
CUZ
$4.97B
| $16.7M | 0.02% |
448,338
+3,116
| +0.7% | +$116K |
|
906
ONE Gas
OGS
$4.53B
| $16.7M | 0.02% |
227,408
-597
| -0.3% | -$44K |
|
907
California Water Service
CWT
$2.75B
| $16.7M | 0.02% |
438,524
-390
| -0.1% | -$14.9K |
|
908
Perrigo
PRGO
$3.07B
| $16.7M | 0.02% |
197,293
-16,485
| -8% | -$1.4M |
|
909
Azenta
AZTA
$1.43B
| $16.7M | 0.02% |
549,896
-5,100
| -0.9% | -$155K |
|
910
NewMarket
NEU
$7.94B
| $16.7M | 0.02% |
39,179
-201
| -0.5% | -$85.6K |
|
911
Cogent Communications
CCOI
$1.79B
| $16.7M | 0.02% |
340,848
-858
| -0.3% | -$42K |
|
912
Pinnacle West Capital
PNW
$10.5B
| $16.7M | 0.02% |
196,915
-9,732
| -5% | -$823K |
|
913
Nu Skin
NUS
$591M
| $16.6M | 0.02% |
270,759
-149,996
| -36% | -$9.22M |
|
914
LKQ Corp
LKQ
$8.42B
| $16.6M | 0.02% |
462,051
-12,806
| -3% | -$461K |
|
915
ITT
ITT
$13.9B
| $16.6M | 0.02% |
375,120
-591
| -0.2% | -$26.2K |
|
|
MGLN
916
DELISTED
Magellan Health Services, Inc.
MGLN
| $16.6M | 0.02% |
192,253
-9
| -0% | -$777 |
|
917
Acadia Healthcare
ACHC
$2.05B
| $16.6M | 0.02% |
347,283
+34,938
| +11% | +$1.67M |
|
918
United Bankshares
UBSI
$5.37B
| $16.6M | 0.02% |
446,341
+1,755
| +0.4% | +$65.2K |
|
919
Terex
TEX
$3.5B
| $16.6M | 0.02% |
367,918
-50,840
| -12% | -$2.29M |
|
920
Select Medical
SEM
$1.58B
| $16.6M | 0.02% |
1,600,910
-38,042
| -2% | -$394K |
|
921
CNX Resources
CNX
$4.19B
| $16.6M | 0.02% |
1,172,863
+145,619
| +14% | +$2.06M |
|
922
Viavi Solutions
VIAV
$2.71B
| $16.6M | 0.02% |
1,749,678
-6,559
| -0.4% | -$62K |
|
|
CCMP
923
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $16.5M | 0.02% |
206,906
-2,192
| -1% | -$175K |
|
924
Independent Bank
INDB
$3.49B
| $16.5M | 0.02% |
221,035
-767
| -0.3% | -$57.3K |
|
925
American States Water
AWR
$2.82B
| $16.4M | 0.02% |
333,878
-1,074
| -0.3% | -$52.9K |
|