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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Trinseo
TSE
$87.7M
| $17.5M | 0.01% |
469,302
-3,599
| -0.8% | -$134K |
|
902
Pacira BioSciences
PCRX
$1.21B
| $17.5M | 0.01% |
385,386
+11,274
| +3% | +$511K |
|
|
SVC
903
Service Properties Trust
SVC
$481M
| $17.5M | 0.01% |
717,330
-651
| -0.1% | -$15.8K |
|
904
Dorman Products
DORM
$4.95B
| $17.5M | 0.01% |
230,485
-12,953
| -5% | -$981K |
|
905
iShares Core S&P Small-Cap ETF
IJR
$85.9B
| $17.4M | 0.01% |
208,083
+109
| +0.1% | +$9.14K |
|
906
Stepan Co
SCL
$1.09B
| $17.4M | 0.01% |
170,080
-1,530
| -0.9% | -$157K |
|
907
Evertec
EVTC
$2.15B
| $17.4M | 0.01% |
511,523
-13,391
| -3% | -$456K |
|
|
COHR
908
DELISTED
Coherent Inc
COHR
| $17.4M | 0.01% |
104,544
+527
| +0.5% | +$87.7K |
|
909
Murphy Oil
MUR
$3.7B
| $17.4M | 0.01% |
648,816
-22,272
| -3% | -$597K |
|
910
Jacobs Solutions
J
$17.6B
| $17.3M | 0.01% |
233,407
-11,290
| -5% | -$839K |
|
911
National Fuel Gas
NFG
$7.97B
| $17.3M | 0.01% |
372,565
-3,163
| -0.8% | -$147K |
|
912
Western Union
WU
$2.73B
| $17.3M | 0.01% |
646,733
-9,109
| -1% | -$244K |
|
913
ICF International
ICFI
$1.83B
| $17.3M | 0.01% |
188,961
-56,710
| -23% | -$5.2M |
|
|
IAA
914
DELISTED
IAA, Inc. Common Stock
IAA
| $17.3M | 0.01% |
367,506
-148,462
| -29% | -$6.99M |
|
915
Howmet Aerospace
HWM
$75.1B
| $17.3M | 0.01% |
732,978
-10,559
| -1% | -$249K |
|
916
Capri Holdings
CPRI
$2.5B
| $17.2M | 0.01% |
452,080
-165,021
| -27% | -$6.3M |
|
917
Blackbaud
BLKB
$3.37B
| $17.2M | 0.01% |
216,115
-1,163
| -0.5% | -$92.6K |
|
918
J.M. Smucker
SJM
$11.6B
| $17.2M | 0.01% |
164,927
-5,729
| -3% | -$597K |
|
919
LPL Financial
LPLA
$28.1B
| $17.2M | 0.01% |
186,116
-68,310
| -27% | -$6.3M |
|
920
lululemon athletica
LULU
$19B
| $17.2M | 0.01% |
74,072
-76,658
| -51% | -$17.8M |
|
921
Lincoln National
LNC
$8.04B
| $17.1M | 0.01% |
290,612
-12,369
| -4% | -$730K |
|
922
MSC Industrial Direct
MSM
$5.1B
| $17.1M | 0.01% |
217,941
-1,422
| -0.6% | -$112K |
|
|
MANT
923
DELISTED
Mantech International Corp
MANT
| $17.1M | 0.01% |
214,056
-1,946
| -0.9% | -$155K |
|
924
Transocean
RIG
$3.1B
| $17.1M | 0.01% |
2,480,177
+33,785
| +1% | +$232K |
|
925
Quaker Houghton
KWR
$2.44B
| $17M | 0.01% |
103,559
-7,086
| -6% | -$1.17M |
|