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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Wabtec
WAB
$32.4B
| $20.8M | 0.01% |
226,034
-10,517
| -4% | -$969K |
|
927
Textron
TXT
$14.4B
| $20.7M | 0.01% |
268,743
-14,295
| -5% | -$1.1M |
|
928
Pultegroup
PHM
$26.7B
| $20.7M | 0.01% |
362,938
-31,473
| -8% | -$1.8M |
|
929
H&R Block
HRB
$6.72B
| $20.7M | 0.01% |
879,993
-143,473
| -14% | -$3.38M |
|
930
Arcosa
ACA
$4.7B
| $20.7M | 0.01% |
393,220
+21,979
| +6% | +$1.16M |
|
|
WRK
931
DELISTED
WestRock Company
WRK
| $20.7M | 0.01% |
466,117
-39,068
| -8% | -$1.73M |
|
932
Ashland
ASH
$2.43B
| $20.7M | 0.01% |
191,861
-3,289
| -2% | -$354K |
|
933
Helen of Troy
HELE
$548M
| $20.7M | 0.01% |
84,473
-2,019
| -2% | -$494K |
|
|
CPE
934
DELISTED
Callon Petroleum Company
CPE
| $20.6M | 0.01% |
435,208
+15,801
| +4% | +$747K |
|
935
Winnebago Industries
WGO
$953M
| $20.5M | 0.01% |
274,263
+38,234
| +16% | +$2.86M |
|
936
Navient
NAVI
$1.3B
| $20.5M | 0.01% |
966,575
-54,512
| -5% | -$1.16M |
|
937
Principal Financial Group
PFG
$17.7B
| $20.5M | 0.01% |
283,084
-9,891
| -3% | -$715K |
|
938
SLM Corp
SLM
$6B
| $20.4M | 0.01% |
1,036,229
-63,050
| -6% | -$1.24M |
|
939
Kellanova
K
$27.5B
| $20.4M | 0.01% |
336,743
-8,323
| -2% | -$503K |
|
940
Academy Sports + Outdoors
ASO
$3.18B
| $20.4M | 0.01% |
463,569
+234,503
| +102% | +$10.3M |
|
941
Old National Bancorp
ONB
$8.85B
| $20.3M | 0.01% |
1,118,896
-25,805
| -2% | -$468K |
|
942
Ligand Pharmaceuticals
LGND
$3.24B
| $20.2M | 0.01% |
209,927
-55,708
| -21% | -$5.37M |
|
|
SRC
943
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $20.2M | 0.01% |
419,048
+7,452
| +2% | +$359K |
|
944
Advance Auto Parts
AAP
$3.56B
| $20.2M | 0.01% |
84,124
-24,435
| -23% | -$5.86M |
|
945
Hanesbrands
HBI
$2.22B
| $20.2M | 0.01% |
1,206,232
+757,496
| +169% | +$12.7M |
|
|
WWE
946
DELISTED
World Wrestling Entertainment
WWE
| $20.2M | 0.01% |
408,559
-1,901
| -0.5% | -$93.8K |
|
947
Hilltop Holdings
HTH
$2.19B
| $20.1M | 0.01% |
573,048
-59,597
| -9% | -$2.09M |
|
948
Thor Industries
THO
$5.67B
| $20.1M | 0.01% |
193,349
-872
| -0.4% | -$90.5K |
|
949
Conagra Brands
CAG
$9.29B
| $20M | 0.01% |
586,852
-19,115
| -3% | -$653K |
|
950
Cadence Bank
CADE
$6.96B
| $20M | 0.01% |
672,100
+169,897
| +34% | +$5.06M |
|