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 | |
|---|---|---|---|---|---|---|
926
Sensient Technologies
SXT
$4.81B
| $13.2M | 0.02% |
174,087
+6,778
| +4% | +$514K |
|
927
AGCO
AGCO
$8.23B
| $13.2M | 0.02% |
267,459
-122
| -0% | -$6.02K |
|
928
Olin
OLN
$2.87B
| $13.2M | 0.02% |
642,388
-34,714
| -5% | -$712K |
|
929
Viasat
VSAT
$4.04B
| $13.2M | 0.02% |
176,208
+8,154
| +5% | +$609K |
|
930
Planet Fitness
PLNT
$8.75B
| $13.1M | 0.02% |
653,503
+49,463
| +8% | +$993K |
|
931
AES
AES
$9.06B
| $13.1M | 0.02% |
1,017,429
+47,742
| +5% | +$613K |
|
932
Kirby Corp
KEX
$4.98B
| $13.1M | 0.02% |
210,314
+8,137
| +4% | +$506K |
|
|
ORBK
933
DELISTED
Orbotech Ltd
ORBK
| $13.1M | 0.02% |
441,023
-4,404
| -1% | -$130K |
|
934
NiSource
NI
$18.9B
| $13M | 0.02% |
541,154
+1,622
| +0.3% | +$39.1K |
|
935
CVB Financial
CVBF
$2.78B
| $13M | 0.02% |
740,126
+21,070
| +3% | +$371K |
|
|
IPXL
936
DELISTED
Impax Laboratories, Inc.
IPXL
| $13M | 0.02% |
549,661
+51,334
| +10% | +$1.22M |
|
937
SM Energy
SM
$3.07B
| $13M | 0.02% |
337,242
+81,691
| +32% | +$3.15M |
|
|
AAT
938
American Assets Trust
AAT
$1.27B
| $13M | 0.02% |
299,719
+15,509
| +5% | +$673K |
|
939
Deluxe
DLX
$875M
| $12.9M | 0.02% |
193,685
+7,101
| +4% | +$474K |
|
940
Cooper-Standard Automotive
CPS
$688M
| $12.9M | 0.02% |
130,779
+127,019
| +3,378% | +$12.5M |
|
941
ONE Gas
OGS
$4.47B
| $12.9M | 0.02% |
208,765
+8,243
| +4% | +$510K |
|
942
The Mosaic Company
MOS
$10.3B
| $12.9M | 0.02% |
525,936
+11,657
| +2% | +$285K |
|
943
Rayonier
RYN
$4.1B
| $12.8M | 0.02% |
508,606
+24,870
| +5% | +$628K |
|
944
Matsons
MATX
$3.33B
| $12.8M | 0.02% |
321,252
+15,917
| +5% | +$635K |
|
945
Ternium
TX
$6.74B
| $12.7M | 0.02% |
648,998
+175,093
| +37% | +$3.44M |
|
946
Synchronoss Technologies
SNCR
$65.2M
| $12.7M | 0.02% |
34,363
+1,928
| +6% | +$715K |
|
|
CLC
947
DELISTED
Clarcor
CLC
| $12.7M | 0.02% |
195,913
+12,191
| +7% | +$792K |
|
948
Trex
TREX
$6.77B
| $12.7M | 0.02% |
867,160
+41,572
| +5% | +$610K |
|
949
AZZ Inc
AZZ
$3.47B
| $12.7M | 0.02% |
194,559
+6,769
| +4% | +$442K |
|
950
Allegiant Air
ALGT
$1.15B
| $12.7M | 0.02% |
96,101
+3,511
| +4% | +$464K |
|