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 | |
|---|---|---|---|---|---|---|
951
Northwest Natural Holdings
NWN
$1.69B
| $12.7M | 0.02% |
211,097
+11,076
| +6% | +$666K |
|
952
Pinnacle West Capital
PNW
$10.4B
| $12.7M | 0.02% |
166,816
-4,061
| -2% | -$309K |
|
953
Viavi Solutions
VIAV
$2.61B
| $12.7M | 0.02% |
1,712,347
+44,755
| +3% | +$331K |
|
954
Hawaiian Electric Industries
HE
$2.05B
| $12.6M | 0.02% |
423,522
+16,978
| +4% | +$507K |
|
|
WGL
955
DELISTED
Wgl Holdings
WGL
| $12.6M | 0.02% |
201,513
+13,323
| +7% | +$835K |
|
956
ITT
ITT
$13.4B
| $12.6M | 0.02% |
352,076
+12,354
| +4% | +$443K |
|
|
ARGO
957
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $12.6M | 0.02% |
257,208
+16,826
| +7% | +$825K |
|
958
Black Hills Corp
BKH
$4.27B
| $12.6M | 0.02% |
205,976
+10,565
| +5% | +$647K |
|
959
Valmont Industries
VMI
$7.34B
| $12.6M | 0.02% |
93,578
+5,850
| +7% | +$787K |
|
960
Comerica
CMA
$8.88B
| $12.6M | 0.02% |
265,978
+9,637
| +4% | +$456K |
|
961
Saic
SAIC
$4.73B
| $12.5M | 0.02% |
180,817
+22,913
| +15% | +$1.59M |
|
962
SLM Corp
SLM
$6.22B
| $12.5M | 0.02% |
1,673,783
+66,537
| +4% | +$497K |
|
963
Avis
CAR
$5.56B
| $12.5M | 0.02% |
+365,180
| New | +$12.5M |
|
964
Navient
NAVI
$1.34B
| $12.5M | 0.02% |
862,319
+360,618
| +72% | +$5.22M |
|
|
CTLT
965
DELISTED
CATALENT, INC.
CTLT
| $12.5M | 0.02% |
482,509
+82,363
| +21% | +$2.13M |
|
966
Jack in the Box
JACK
$377M
| $12.5M | 0.02% |
129,935
+7,355
| +6% | +$706K |
|
|
KS
967
DELISTED
KapStone Paper and Pack Corp.
KS
| $12.4M | 0.02% |
656,729
+40,765
| +7% | +$771K |
|
968
BGC Group
BGC
$4.76B
| $12.4M | 0.02% |
2,206,208
+331,467
| +18% | +$1.87M |
|
969
AMC Networks
AMCX
$336M
| $12.4M | 0.02% |
239,273
+4,782
| +2% | +$248K |
|
|
CORE
970
DELISTED
Core Mark Holding Co., Inc.
CORE
| $12.4M | 0.02% |
346,526
+11,534
| +3% | +$413K |
|
971
Nasdaq
NDAQ
$54.4B
| $12.4M | 0.02% |
549,429
+6,495
| +1% | +$146K |
|
972
Affiliated Managers Group
AMG
$6.59B
| $12.4M | 0.02% |
85,407
+1,349
| +2% | +$195K |
|
973
Bank of Hawaii
BOH
$2.71B
| $12.3M | 0.02% |
169,853
+6,420
| +4% | +$466K |
|
|
X
974
DELISTED
US Steel
X
| $12.3M | 0.02% |
654,072
+105,949
| +19% | +$2M |
|
975
Cracker Barrel
CBRL
$1.12B
| $12.3M | 0.02% |
93,166
+3,633
| +4% | +$480K |
|