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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
+$173M |
| 2 |
FRC
First Republic Bank
FRC
|
+$124M |
| 3 |
Equinix
EQIX
|
+$94.5M |
| 4 |
Brookfield
BN
|
+$89.3M |
| 5 |
Hilton Worldwide
HLT
|
+$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
NCR Voyix
VYX
$1.73B
| $16.3M | 0.02% |
844,325
-3,642
| -0.4% | -$70.4K |
|
927
Hawaiian Electric Industries
HE
$2.08B
| $16.3M | 0.02% |
474,761
+12,053
| +3% | +$414K |
|
|
MDSO
928
DELISTED
Medidata Solutions, Inc.
MDSO
| $16.3M | 0.02% |
259,770
+8,753
| +3% | +$550K |
|
|
FLOW
929
DELISTED
SPX FLOW, Inc.
FLOW
| $16.3M | 0.02% |
331,648
+7,447
| +2% | +$366K |
|
|
ILG
930
DELISTED
ILG, Inc Common Stock
ILG
| $16.3M | 0.02% |
523,615
+19,673
| +4% | +$612K |
|
931
Exponent
EXPO
$3.5B
| $16.3M | 0.02% |
414,048
+9,266
| +2% | +$364K |
|
|
DHC
932
Diversified Healthcare Trust
DHC
$1.05B
| $16.3M | 0.02% |
1,039,183
-117,074
| -10% | -$1.83M |
|
|
CA
933
DELISTED
CA, Inc.
CA
| $16.3M | 0.02% |
479,957
-13,915
| -3% | -$472K |
|
934
Axon Enterprise
AXON
$58.7B
| $16.2M | 0.02% |
411,971
+16,022
| +4% | +$630K |
|
935
Cadence Design Systems
CDNS
$92.2B
| $16.2M | 0.02% |
439,721
-2,598
| -0.6% | -$95.5K |
|
936
Bread Financial
BFH
$2.99B
| $16.2M | 0.02% |
95,114
+2,238
| +2% | +$380K |
|
937
Carvana
CVNA
$50.4B
| $16.2M | 0.02% |
704,555
-14,353
| -2% | -$329K |
|
938
Franklin Resources
BEN
$12.6B
| $16.2M | 0.02% |
465,725
-5,851
| -1% | -$203K |
|
939
CNO Financial Group
CNO
$3.8B
| $16.1M | 0.02% |
744,354
+19,508
| +3% | +$423K |
|
940
Cousins Properties
CUZ
$4.91B
| $16.1M | 0.02% |
463,115
+13,040
| +3% | +$453K |
|
941
Henry Schein
HSIC
$8.43B
| $16.1M | 0.02% |
304,935
-8,471
| -3% | -$447K |
|
|
NLSN
942
DELISTED
Nielsen Holdings plc
NLSN
| $16.1M | 0.02% |
505,143
-13,995
| -3% | -$445K |
|
943
Quaker Houghton
KWR
$2.42B
| $16.1M | 0.02% |
108,396
+1,572
| +1% | +$233K |
|
944
United Bankshares
UBSI
$5.36B
| $16M | 0.02% |
455,231
+9,203
| +2% | +$324K |
|
945
Nu Skin
NUS
$570M
| $16M | 0.02% |
217,221
+4,781
| +2% | +$352K |
|
946
Mid-America Apartment Communities
MAA
$16.6B
| $16M | 0.02% |
175,445
-129,029
| -42% | -$11.8M |
|
947
Acadia Realty Trust
AKR
$2.54B
| $16M | 0.02% |
650,575
+15,426
| +2% | +$379K |
|
|
TUP
948
DELISTED
Tupperware Brands Corporation
TUP
| $16M | 0.02% |
330,618
-681,030
| -67% | -$32.9M |
|
949
Independent Bank
INDB
$3.46B
| $16M | 0.02% |
223,398
+9,254
| +4% | +$662K |
|
|
SLCA
950
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $16M | 0.02% |
625,954
+6,714
| +1% | +$171K |
|