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 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EFII
976
DELISTED
Electronics for Imaging
EFII
| $15.3M | 0.01% |
358,999
-885
| -0.2% | -$37.8K |
|
977
Bath & Body Works
BBWI
$5.61B
| $15.3M | 0.01% |
455,467
+2,311
| +0.5% | +$77.7K |
|
978
Exponent
EXPO
$3.54B
| $15.3M | 0.01% |
414,584
-5,612
| -1% | -$207K |
|
|
ARI
979
Apollo Commercial Real Estate
ARI
$1.51B
| $15.2M | 0.01% |
841,512
+5,710
| +0.7% | +$103K |
|
980
Deluxe
DLX
$881M
| $15.2M | 0.01% |
208,888
-360
| -0.2% | -$26.3K |
|
981
Valmont Industries
VMI
$7.37B
| $15.2M | 0.01% |
96,396
+622
| +0.6% | +$98.3K |
|
982
Protolabs
PRLB
$1.18B
| $15.2M | 0.01% |
189,574
+721
| +0.4% | +$57.9K |
|
983
STAG Industrial
STAG
$6.77B
| $15.2M | 0.01% |
553,480
+19,598
| +4% | +$538K |
|
984
PENN Entertainment
PENN
$2.86B
| $15.2M | 0.01% |
649,676
+2,544
| +0.4% | +$59.5K |
|
|
CIO
985
City Office REIT
CIO
$280M
| $15.1M | 0.01% |
1,099,528
+47,492
| +5% | +$654K |
|
986
Cooper-Standard Automotive
CPS
$667M
| $15.1M | 0.01% |
130,104
-16,069
| -11% | -$1.86M |
|
987
Simmons First National
SFNC
$2.96B
| $15.1M | 0.01% |
520,002
+21,728
| +4% | +$629K |
|
|
IDTI
988
DELISTED
Integrated Device Technology I
IDTI
| $15M | 0.01% |
566,001
+3,730
| +0.7% | +$99.1K |
|
989
PVH
PVH
$3.9B
| $15M | 0.01% |
119,014
-714
| -0.6% | -$90K |
|
990
Hologic
HOLX
$14.3B
| $15M | 0.01% |
408,635
-43,625
| -10% | -$1.6M |
|
|
CBM
991
DELISTED
Cambrex Corporation
CBM
| $14.9M | 0.01% |
271,218
-37,995
| -12% | -$2.09M |
|
|
VIAB
992
DELISTED
Viacom Inc. Class B
VIAB
| $14.9M | 0.01% |
535,459
-3,945
| -0.7% | -$110K |
|
993
Nexstar Media Group
NXST
$6.27B
| $14.9M | 0.01% |
238,676
+64
| +0% | +$3.99K |
|
|
SRCI
994
DELISTED
SRC Energy Inc
SRCI
| $14.9M | 0.01% |
1,536,867
-15,614
| -1% | -$151K |
|
995
Flowers Foods
FLO
$2.9B
| $14.8M | 0.01% |
785,528
+10,444
| +1% | +$196K |
|
996
Advanced Micro Devices
AMD
$257B
| $14.7M | 0.01% |
1,155,467
+6,839
| +0.6% | +$87.2K |
|
997
First Busey Corp
BUSE
$2.19B
| $14.7M | 0.01% |
469,227
+58,077
| +14% | +$1.82M |
|
998
Monro
MNRO
$519M
| $14.7M | 0.01% |
262,144
+1,859
| +0.7% | +$104K |
|
|
LM
999
DELISTED
Legg Mason, Inc.
LM
| $14.7M | 0.01% |
373,655
+8,920
| +2% | +$351K |
|
1000
Piper Sandler
PIPR
$6.12B
| $14.7M | 0.01% |
247,133
+139,516
| +130% | +$8.28M |
|