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 | |
|---|---|---|---|---|---|---|
951
J&J Snack Foods
JJSF
$2.09B
| $16M | 0.02% |
116,946
+2,714
| +2% | +$371K |
|
952
California Water Service
CWT
$2.76B
| $15.8M | 0.02% |
424,251
-9,422
| -2% | -$351K |
|
953
Plexus
PLXS
$3.8B
| $15.8M | 0.02% |
264,205
+6,506
| +3% | +$389K |
|
954
Everest Group
EG
$14.6B
| $15.7M | 0.02% |
61,295
-3,766
| -6% | -$967K |
|
955
iRobot
IRBT
$114M
| $15.7M | 0.02% |
245,205
+4,974
| +2% | +$319K |
|
956
Macy's
M
$4.67B
| $15.7M | 0.02% |
528,967
-372,680
| -41% | -$11.1M |
|
957
BorgWarner
BWA
$9.6B
| $15.7M | 0.02% |
355,692
-1,381
| -0.4% | -$61.1K |
|
958
Progress Software
PRGS
$1.85B
| $15.7M | 0.02% |
408,816
+393
| +0.1% | +$15.1K |
|
959
Deluxe
DLX
$889M
| $15.7M | 0.02% |
211,789
+3,953
| +2% | +$293K |
|
960
PotlatchDeltic
PCH
$3.3B
| $15.6M | 0.01% |
300,586
-92,330
| -23% | -$4.81M |
|
961
Home BancShares
HOMB
$5.79B
| $15.6M | 0.01% |
685,671
+15,174
| +2% | +$346K |
|
962
UFP Industries
UFPI
$6B
| $15.6M | 0.01% |
481,510
+10,361
| +2% | +$336K |
|
963
NewMarket
NEU
$7.98B
| $15.6M | 0.01% |
38,892
-306
| -0.8% | -$123K |
|
964
Viasat
VSAT
$4.28B
| $15.6M | 0.01% |
237,560
+8,576
| +4% | +$564K |
|
965
Ring Energy
REI
$211M
| $15.6M | 0.01% |
1,086,655
+399,465
| +58% | +$5.73M |
|
966
JB Hunt Transport Services
JBHT
$13.7B
| $15.6M | 0.01% |
133,094
+1,686
| +1% | +$198K |
|
967
Affiliated Managers Group
AMG
$6.7B
| $15.5M | 0.01% |
81,944
-2,385
| -3% | -$452K |
|
|
PSXP
968
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $15.5M | 0.01% |
324,616
+142,312
| +78% | +$6.8M |
|
969
First Commonwealth Financial
FCF
$1.85B
| $15.5M | 0.01% |
1,095,809
+17,825
| +2% | +$252K |
|
|
UNVR
970
DELISTED
Univar Solutions Inc.
UNVR
| $15.4M | 0.01% |
556,031
+9,200
| +2% | +$255K |
|
|
ROIC
971
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $15.4M | 0.01% |
873,099
+40,486
| +5% | +$715K |
|
972
iShares Core S&P Small-Cap ETF
IJR
$86.9B
| $15.4M | 0.01% |
200,300
-4,900
| -2% | -$377K |
|
973
Nasdaq
NDAQ
$55B
| $15.4M | 0.01% |
536,424
-4,986
| -0.9% | -$143K |
|
|
LM
974
DELISTED
Legg Mason, Inc.
LM
| $15.4M | 0.01% |
379,242
+11,867
| +3% | +$482K |
|
975
Banner Corp
BANR
$2.33B
| $15.4M | 0.01% |
277,324
+11,424
| +4% | +$634K |
|