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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
NewMarket
NEU
$7.98B
| $16.5M | 0.02% |
40,696
+1,804
| +5% | +$730K |
|
952
Huntington Ingalls Industries
HII
$10.8B
| $16.4M | 0.02% |
75,818
-3,876
| -5% | -$840K |
|
|
KAMN
953
DELISTED
Kaman Corp
KAMN
| $16.4M | 0.02% |
235,405
-4,077
| -2% | -$284K |
|
954
California Water Service
CWT
$2.76B
| $16.4M | 0.02% |
420,349
-3,902
| -0.9% | -$152K |
|
955
Invesco Mortgage Capital
IVR
$506M
| $16.3M | 0.02% |
102,747
+1,090
| +1% | +$173K |
|
956
Quaker Houghton
KWR
$2.47B
| $16.3M | 0.02% |
105,274
-3,122
| -3% | -$483K |
|
|
FNSR
957
DELISTED
Finisar Corp
FNSR
| $16.3M | 0.02% |
905,329
+14,946
| +2% | +$269K |
|
958
Dana Inc
DAN
$2.79B
| $16.3M | 0.02% |
806,828
-220,932
| -21% | -$4.46M |
|
959
Nasdaq
NDAQ
$55B
| $16.3M | 0.02% |
535,338
-1,086
| -0.2% | -$33K |
|
960
Invesco
IVZ
$10.1B
| $16.3M | 0.01% |
612,122
-23,063
| -4% | -$613K |
|
|
WRI
961
DELISTED
Weingarten Realty Investors
WRI
| $16.2M | 0.01% |
526,717
+4,359
| +0.8% | +$134K |
|
962
Coterra Energy
CTRA
$18.6B
| $16.2M | 0.01% |
681,359
-22,466
| -3% | -$535K |
|
963
New York Times
NYT
$9.53B
| $16.2M | 0.01% |
623,555
+10,015
| +2% | +$259K |
|
964
Select Medical
SEM
$1.59B
| $16.1M | 0.01% |
1,647,061
+20,297
| +1% | +$198K |
|
965
Lumentum
LITE
$11.5B
| $16.1M | 0.01% |
277,682
-207,232
| -43% | -$12M |
|
|
CHSP
966
DELISTED
Chesapeake Lodging Trust
CHSP
| $16.1M | 0.01% |
507,825
+36,542
| +8% | +$1.16M |
|
|
DNR
967
DELISTED
Denbury Resources, Inc.
DNR
| $16M | 0.01% |
3,332,167
+183,120
| +6% | +$881K |
|
|
HR
968
DELISTED
Healthcare Realty Trust Incorporated
HR
| $16M | 0.01% |
551,004
+9,361
| +2% | +$272K |
|
969
Dorman Products
DORM
$5B
| $16M | 0.01% |
234,152
+5,161
| +2% | +$353K |
|
970
Sanmina
SANM
$6.27B
| $16M | 0.01% |
544,736
-1,353
| -0.2% | -$39.6K |
|
971
Regal Rexnord
RRX
$9.62B
| $15.9M | 0.01% |
194,733
+86
| +0% | +$7.04K |
|
972
JB Hunt Transport Services
JBHT
$13.7B
| $15.9M | 0.01% |
130,920
-2,174
| -2% | -$264K |
|
|
SPPI
973
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $15.9M | 0.01% |
759,004
+37,667
| +5% | +$790K |
|
974
Celanese
CE
$5.13B
| $15.9M | 0.01% |
143,038
-28,944
| -17% | -$3.21M |
|
975
PotlatchDeltic
PCH
$3.3B
| $15.9M | 0.01% |
312,338
+11,752
| +4% | +$598K |
|