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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Allegiant Air
ALGT
$1.16B
| $19.4M | 0.01% |
103,710
-2,493
| -2% | -$466K |
|
977
Carnival Corp
CCL
$42.5B
| $19.4M | 0.01% |
963,444
-23,222
| -2% | -$467K |
|
978
Sonoco
SON
$4.54B
| $19.3M | 0.01% |
334,210
-5,758
| -2% | -$333K |
|
|
FLG
979
Flagstar Financial, Inc.
FLG
$5.24B
| $19.3M | 0.01% |
526,458
-9,048
| -2% | -$331K |
|
980
Shake Shack
SHAK
$3.92B
| $19.3M | 0.01% |
266,793
-7,804
| -3% | -$563K |
|
981
CareTrust REIT
CTRE
$7.54B
| $19.2M | 0.01% |
842,074
-114,927
| -12% | -$2.62M |
|
982
Sensient Technologies
SXT
$4.51B
| $19.2M | 0.01% |
191,863
-23,443
| -11% | -$2.35M |
|
983
Cardinal Health
CAH
$35.6B
| $19.2M | 0.01% |
372,795
-11,419
| -3% | -$588K |
|
984
Insperity
NSP
$1.93B
| $19.2M | 0.01% |
162,226
-20,665
| -11% | -$2.44M |
|
985
SITE Centers
SITC
$468M
| $19.2M | 0.01% |
1,551,211
-35,348
| -2% | -$437K |
|
986
Valley National Bancorp
VLY
$5.99B
| $19.1M | 0.01% |
1,390,338
-704,996
| -34% | -$9.69M |
|
987
First Bancorp
FBP
$3.52B
| $19.1M | 0.01% |
1,387,199
-53,253
| -4% | -$734K |
|
988
Kontoor Brands
KTB
$4.29B
| $19.1M | 0.01% |
372,850
-37,176
| -9% | -$1.91M |
|
989
PotlatchDeltic
PCH
$3.21B
| $19.1M | 0.01% |
316,787
-45,388
| -13% | -$2.73M |
|
990
Edgewell Personal Care
EPC
$1.01B
| $19.1M | 0.01% |
417,254
-32,884
| -7% | -$1.5M |
|
991
Omnicom Group
OMC
$14.7B
| $19M | 0.01% |
259,905
-11,451
| -4% | -$839K |
|
992
Iron Mountain
IRM
$28.8B
| $19M | 0.01% |
363,328
-7,571
| -2% | -$396K |
|
993
Fortune Brands Innovations
FBIN
$7.05B
| $19M | 0.01% |
207,791
-7,946
| -4% | -$726K |
|
994
Astrana Health
ASTH
$1.34B
| $19M | 0.01% |
257,953
-18,757
| -7% | -$1.38M |
|
995
Iridium Communications
IRDM
$1.91B
| $18.9M | 0.01% |
458,065
-8,889
| -2% | -$367K |
|
996
Digital Turbine
APPS
$480M
| $18.8M | 0.01% |
308,342
-6,183
| -2% | -$377K |
|
997
Lakeland Financial Corp
LKFN
$1.68B
| $18.8M | 0.01% |
234,055
+22,811
| +11% | +$1.83M |
|
998
3D Systems Corporation
DDD
$272M
| $18.7M | 0.01% |
870,421
-7,644
| -0.9% | -$165K |
|
|
STER
999
DELISTED
Sterling Check Corp. Common Stock
STER
| $18.7M | 0.01% |
914,100
+12,215
| +1% | +$251K |
|
1000
Chemours
CC
$2.44B
| $18.7M | 0.01% |
558,144
-235,264
| -30% | -$7.9M |
|