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 | |
|---|---|---|---|---|---|---|
951
Enviri
NVRI
$987M
| $13.8M | 0.01% |
695,652
+9,377
| +1% | +$186K |
|
952
First Solar
FSLR
$21.8B
| $13.8M | 0.01% |
325,078
-11,891
| -4% | -$505K |
|
953
Norwegian Cruise Line
NCLH
$12.2B
| $13.8M | 0.01% |
325,577
+19,637
| +6% | +$832K |
|
954
Lumentum
LITE
$11.5B
| $13.8M | 0.01% |
327,500
+44,667
| +16% | +$1.88M |
|
955
CyberArk
CYBR
$23.8B
| $13.7M | 0.01% |
+185,286
| New | +$13.7M |
|
956
Iron Mountain
IRM
$29.2B
| $13.7M | 0.01% |
423,409
-13,803
| -3% | -$447K |
|
|
LTC
957
LTC Properties
LTC
$1.68B
| $13.6M | 0.01% |
327,485
+1,839
| +0.6% | +$76.6K |
|
958
NiSource
NI
$19.4B
| $13.6M | 0.01% |
537,342
-13,133
| -2% | -$333K |
|
|
UNVR
959
DELISTED
Univar Solutions Inc.
UNVR
| $13.6M | 0.01% |
765,877
-470,672
| -38% | -$8.35M |
|
|
TECD
960
DELISTED
Tech Data Corp
TECD
| $13.6M | 0.01% |
165,915
-6,873
| -4% | -$562K |
|
961
Skechers
SKX
$9.49B
| $13.5M | 0.01% |
591,807
-13,100
| -2% | -$300K |
|
962
Bank of Hawaii
BOH
$2.74B
| $13.5M | 0.01% |
200,886
-3,496
| -2% | -$235K |
|
|
NBL
963
DELISTED
Noble Energy, Inc.
NBL
| $13.5M | 0.01% |
719,705
-4,878
| -0.7% | -$91.5K |
|
964
Blackbaud
BLKB
$3.4B
| $13.5M | 0.01% |
214,245
-281,796
| -57% | -$17.7M |
|
965
Dentsply Sirona
XRAY
$2.78B
| $13.5M | 0.01% |
361,768
-512,103
| -59% | -$19.1M |
|
|
SRCL
966
DELISTED
Stericycle Inc
SRCL
| $13.4M | 0.01% |
366,375
+236,182
| +181% | +$8.67M |
|
|
VSM
967
DELISTED
Versum Materials, Inc.
VSM
| $13.4M | 0.01% |
483,941
-7,667
| -2% | -$213K |
|
968
Mammoth Energy Services
TUSK
$115M
| $13.4M | 0.01% |
745,262
-28,753
| -4% | -$517K |
|
969
Badger Meter
BMI
$5.34B
| $13.4M | 0.01% |
272,287
+2,709
| +1% | +$133K |
|
|
CTB
970
DELISTED
Cooper Tire & Rubber Co.
CTB
| $13.4M | 0.01% |
413,091
+8,889
| +2% | +$287K |
|
971
Invesco Mortgage Capital
IVR
$506M
| $13.3M | 0.01% |
92,164
-13,806
| -13% | -$2M |
|
|
NAVG
972
DELISTED
Navigators Group Inc
NAVG
| $13.3M | 0.01% |
191,969
-299
| -0.2% | -$20.8K |
|
973
Sanmina
SANM
$6.27B
| $13.3M | 0.01% |
554,218
-4,079
| -0.7% | -$98.1K |
|
974
UFP Industries
UFPI
$6B
| $13.3M | 0.01% |
513,247
+645
| +0.1% | +$16.7K |
|
975
Regal Rexnord
RRX
$9.62B
| $13.3M | 0.01% |
189,882
-4,632
| -2% | -$324K |
|