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 | |
|---|---|---|---|---|---|---|
|
IDTI
976
DELISTED
Integrated Device Technology I
IDTI
| $12.2M | 0.02% |
530,170
+23,551
| +5% | +$544K |
|
977
Argan
AGX
$2.89B
| $12.2M | 0.02% |
+206,872
| New | +$12.2M |
|
978
Energizer
ENR
$1.94B
| $12.2M | 0.02% |
244,864
+10,344
| +4% | +$517K |
|
979
Brink's
BCO
$4.77B
| $12.2M | 0.02% |
329,226
-18,494
| -5% | -$686K |
|
|
FCB
980
DELISTED
FCB Financial Holdings, Inc.
FCB
| $12.2M | 0.02% |
317,219
+49,702
| +19% | +$1.91M |
|
981
IPG Photonics
IPGP
$3.48B
| $12.2M | 0.02% |
147,992
+8,156
| +6% | +$672K |
|
982
American Eagle Outfitters
AEO
$3.05B
| $12.2M | 0.02% |
681,341
+42,698
| +7% | +$763K |
|
|
TECD
983
DELISTED
Tech Data Corp
TECD
| $12.2M | 0.02% |
143,535
+9,521
| +7% | +$807K |
|
984
Fabrinet
FN
$13.3B
| $12.2M | 0.02% |
272,477
+49,102
| +22% | +$2.19M |
|
985
HealthEquity
HQY
$8.07B
| $12.1M | 0.02% |
320,637
+62,599
| +24% | +$2.37M |
|
986
Wynn Resorts
WYNN
$12.7B
| $12.1M | 0.02% |
124,041
-110
| -0.1% | -$10.7K |
|
987
Travel + Leisure Co
TNL
$4.08B
| $12.1M | 0.02% |
397,212
+215
| +0.1% | +$6.54K |
|
988
Hanmi Financial
HAFC
$753M
| $12.1M | 0.02% |
458,205
+29,470
| +7% | +$776K |
|
989
Boyd Gaming
BYD
$6.91B
| $12.1M | 0.02% |
610,044
+25,336
| +4% | +$501K |
|
990
Brady Corp
BRC
$3.72B
| $12M | 0.02% |
348,089
+8,336
| +2% | +$289K |
|
991
WD-40
WDFC
$2.91B
| $12M | 0.02% |
106,927
+10,372
| +11% | +$1.17M |
|
|
BKI
992
DELISTED
Black Knight, Inc. Common Stock
BKI
| $12M | 0.02% |
293,937
+23,997
| +9% | +$981K |
|
|
GOV
993
DELISTED
Government Properties Income Trust
GOV
| $12M | 0.02% |
529,349
+19,476
| +4% | +$441K |
|
|
ISLE
994
DELISTED
Isle of Capri Casinos Inc
ISLE
| $12M | 0.02% |
536,454
+27,126
| +5% | +$604K |
|
995
Monolithic Power Systems
MPWR
$40.9B
| $11.9M | 0.02% |
148,190
-117,994
| -44% | -$9.5M |
|
|
SWC
996
DELISTED
Stillwater Mining Co
SWC
| $11.9M | 0.02% |
892,476
+24,164
| +3% | +$323K |
|
|
NATI
997
DELISTED
National Instruments Corp
NATI
| $11.9M | 0.02% |
419,515
+31,355
| +8% | +$890K |
|
998
Ciena
CIEN
$17B
| $11.9M | 0.02% |
546,035
+54,410
| +11% | +$1.19M |
|
999
Landstar System
LSTR
$4.55B
| $11.9M | 0.02% |
174,863
+11,081
| +7% | +$754K |
|
1000
Kaiser Aluminum
KALU
$1.21B
| $11.9M | 0.02% |
137,406
+6,272
| +5% | +$542K |
|