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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
HealthEquity
HQY
$7.96B
| $14.4M | 0.02% |
241,153
-39,622
| -14% | -$2.36M |
|
927
Crocs
CROX
$4.42B
| $14.4M | 0.02% |
553,435
-14,892
| -3% | -$387K |
|
928
Select Medical
SEM
$1.59B
| $14.3M | 0.02% |
1,733,140
+3,201
| +0.2% | +$26.5K |
|
929
Telephone and Data Systems
TDS
$4.53B
| $14.3M | 0.02% |
438,973
-5,058
| -1% | -$165K |
|
930
ACI Worldwide
ACIW
$5.22B
| $14.3M | 0.02% |
516,062
-4,718
| -0.9% | -$131K |
|
931
LXP Industrial Trust
LXP
$2.74B
| $14.3M | 0.02% |
1,736,827
-7,040
| -0.4% | -$57.8K |
|
|
KAMN
932
DELISTED
Kaman Corp
KAMN
| $14.3M | 0.02% |
254,182
+8,483
| +3% | +$476K |
|
933
Lithia Motors
LAD
$8.82B
| $14.3M | 0.02% |
186,773
-3,549
| -2% | -$271K |
|
|
X
934
DELISTED
US Steel
X
| $14.2M | 0.02% |
779,282
-13,867
| -2% | -$253K |
|
935
Nasdaq
NDAQ
$55B
| $14.2M | 0.02% |
522,156
-11,025
| -2% | -$300K |
|
936
Northwest Natural Holdings
NWN
$1.73B
| $14.2M | 0.02% |
234,173
+1,632
| +0.7% | +$98.7K |
|
|
ESL
937
DELISTED
Esterline Technologies
ESL
| $14.2M | 0.02% |
116,553
-236,867
| -67% | -$28.8M |
|
938
TopBuild
BLD
$12B
| $14.1M | 0.02% |
313,432
+3,531
| +1% | +$159K |
|
939
Integra LifeSciences
IART
$1.21B
| $14.1M | 0.02% |
312,191
-4,964
| -2% | -$224K |
|
940
United Bankshares
UBSI
$5.4B
| $14.1M | 0.02% |
452,581
-9,248
| -2% | -$288K |
|
|
JNPR
941
DELISTED
Juniper Networks
JNPR
| $14M | 0.02% |
521,921
+438
| +0.1% | +$11.8K |
|
942
FNB Corp
FNB
$5.9B
| $14M | 0.01% |
1,425,409
-23,249
| -2% | -$229K |
|
943
Louisiana-Pacific
LPX
$6.81B
| $14M | 0.01% |
631,210
-17,681
| -3% | -$393K |
|
944
Forward Air
FWRD
$920M
| $14M | 0.01% |
254,803
-5,501
| -2% | -$302K |
|
945
8x8 Inc
EGHT
$303M
| $14M | 0.01% |
774,282
+7,557
| +1% | +$136K |
|
946
Masco
MAS
$15.7B
| $13.9M | 0.01% |
476,294
-157,622
| -25% | -$4.61M |
|
947
Progress Software
PRGS
$1.85B
| $13.9M | 0.01% |
391,524
-8,719
| -2% | -$309K |
|
948
Federated Hermes
FHI
$4.2B
| $13.8M | 0.01% |
521,414
+13,314
| +3% | +$353K |
|
949
New York Times
NYT
$9.53B
| $13.8M | 0.01% |
620,321
-68,211
| -10% | -$1.52M |
|
950
Knight Transportation
KNX
$6.97B
| $13.8M | 0.01% |
551,445
-19,832
| -3% | -$497K |
|