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 | |
|---|---|---|---|---|---|---|
901
Power Integrations
POWI
$2.56B
| $17.7M | 0.02% |
484,116
-9,392
| -2% | -$343K |
|
902
Acadia Realty Trust
AKR
$2.59B
| $17.6M | 0.02% |
643,902
-6,673
| -1% | -$183K |
|
903
Independent Bank
INDB
$3.5B
| $17.6M | 0.02% |
224,573
+1,175
| +0.5% | +$92.1K |
|
|
AJRD
904
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $17.6M | 0.02% |
596,114
-20,043
| -3% | -$591K |
|
905
Raymond James Financial
RJF
$34.1B
| $17.5M | 0.02% |
293,969
-9,348
| -3% | -$557K |
|
|
TCF
906
DELISTED
TCF Financial Corporation Common Stock
TCF
| $17.5M | 0.02% |
314,330
+4,713
| +2% | +$262K |
|
907
New Jersey Resources
NJR
$4.76B
| $17.5M | 0.02% |
390,633
+10,640
| +3% | +$476K |
|
908
Saia
SAIA
$8.41B
| $17.5M | 0.02% |
215,988
+14,567
| +7% | +$1.18M |
|
909
Children's Place
PLCE
$162M
| $17.4M | 0.02% |
144,377
-9,515
| -6% | -$1.15M |
|
910
Casey's General Stores
CASY
$20.6B
| $17.4M | 0.02% |
165,523
+1,805
| +1% | +$190K |
|
911
ONE Gas
OGS
$4.56B
| $17.3M | 0.02% |
232,089
+2,462
| +1% | +$184K |
|
912
Bank of Hawaii
BOH
$2.74B
| $17.3M | 0.02% |
207,559
+1,692
| +0.8% | +$141K |
|
|
MBFI
913
DELISTED
MB Financial Corp
MBFI
| $17.3M | 0.02% |
370,382
+4,670
| +1% | +$218K |
|
914
Sealed Air
SEE
$4.99B
| $17.3M | 0.02% |
407,230
+10,428
| +3% | +$443K |
|
915
Urban Outfitters
URBN
$6.43B
| $17.3M | 0.02% |
387,496
+26,231
| +7% | +$1.17M |
|
916
Graphic Packaging
GPK
$6.24B
| $17.2M | 0.02% |
1,187,290
-759,581
| -39% | -$11M |
|
917
Black Hills Corp
BKH
$4.33B
| $17.2M | 0.02% |
280,762
+45,812
| +19% | +$2.8M |
|
|
MINI
918
DELISTED
Mobile Mini Inc
MINI
| $17.2M | 0.02% |
366,424
+19,668
| +6% | +$922K |
|
919
Ollie's Bargain Outlet
OLLI
$8.07B
| $17.2M | 0.02% |
236,747
-174,411
| -42% | -$12.6M |
|
920
Rogers Corp
ROG
$1.52B
| $17.1M | 0.02% |
153,480
+1,396
| +0.9% | +$156K |
|
921
Cooper Companies
COO
$13.6B
| $17.1M | 0.02% |
289,840
+3,944
| +1% | +$232K |
|
922
Sabra Healthcare REIT
SBRA
$4.59B
| $17.1M | 0.02% |
784,761
+1,034
| +0.1% | +$22.5K |
|
|
ROIC
923
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $17M | 0.02% |
889,555
+16,456
| +2% | +$315K |
|
924
Flowers Foods
FLO
$3.01B
| $17M | 0.02% |
818,184
+9,899
| +1% | +$206K |
|
|
COHR
925
DELISTED
Coherent Inc
COHR
| $17M | 0.02% |
108,754
+116
| +0.1% | +$18.1K |
|