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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Oshkosh
OSK
$8.79B
| $9.32M | 0.01% |
238,782
-3,934
| -2% | -$154K |
|
1002
Jacobs Solutions
J
$17.7B
| $9.31M | 0.01% |
268,182
+45,880
| +21% | +$1.59M |
|
1003
Brink's
BCO
$4.88B
| $9.29M | 0.01% |
321,914
+14,401
| +5% | +$416K |
|
1004
Brinker International
EAT
$6.98B
| $9.29M | 0.01% |
193,680
+2,607
| +1% | +$125K |
|
|
TIVO
1005
DELISTED
Tivo Inc
TIVO
| $9.27M | 0.01% |
556,103
+290,263
| +109% | +$4.84M |
|
1006
Astronics
ATRO
$1.4B
| $9.24M | 0.01% |
300,241
+12,828
| +4% | +$395K |
|
|
AKRX
1007
DELISTED
Akorn, Inc.
AKRX
| $9.24M | 0.01% |
247,647
-645
| -0.3% | -$24.1K |
|
1008
Stifel
SF
$11.7B
| $9.24M | 0.01% |
327,072
+3,489
| +1% | +$98.5K |
|
1009
Horace Mann Educators
HMN
$1.93B
| $9.23M | 0.01% |
278,124
-23,573
| -8% | -$782K |
|
1010
Fair Isaac
FICO
$37.3B
| $9.22M | 0.01% |
97,924
+108
| +0.1% | +$10.2K |
|
1011
Bio-Rad Laboratories Class A
BIO
$7.69B
| $9.21M | 0.01% |
66,434
+2,238
| +3% | +$310K |
|
1012
Synchronoss Technologies
SNCR
$65M
| $9.21M | 0.01% |
29,042
+1,423
| +5% | +$451K |
|
|
CAA
1013
DELISTED
CalAtlantic Group, Inc.
CAA
| $9.21M | 0.01% |
242,765
+52,768
| +28% | +$2M |
|
1014
Watts Water Technologies
WTS
$9.41B
| $9.2M | 0.01% |
185,178
+3,638
| +2% | +$181K |
|
|
POM
1015
DELISTED
PEPCO HOLDINGS, INC.
POM
| $9.19M | 0.01% |
353,205
-2,557
| -0.7% | -$66.5K |
|
1016
Cognex
CGNX
$7.46B
| $9.18M | 0.01% |
543,528
-642
| -0.1% | -$10.8K |
|
|
MINI
1017
DELISTED
Mobile Mini Inc
MINI
| $9.17M | 0.01% |
294,702
+9,013
| +3% | +$281K |
|
1018
Rambus
RMBS
$9.41B
| $9.17M | 0.01% |
791,001
+767,912
| +3,326% | +$8.9M |
|
1019
Northwest Bancshares
NWBI
$1.83B
| $9.16M | 0.01% |
683,739
+30,332
| +5% | +$406K |
|
|
RSPP
1020
DELISTED
RSP Permian, Inc.
RSPP
| $9.11M | 0.01% |
373,686
+8,969
| +2% | +$219K |
|
1021
Power Integrations
POWI
$2.51B
| $9.1M | 0.01% |
374,252
+7,940
| +2% | +$193K |
|
1022
Kirby Corp
KEX
$4.84B
| $9.09M | 0.01% |
172,697
+2,416
| +1% | +$127K |
|
1023
Neurocrine Biosciences
NBIX
$14.3B
| $9.07M | 0.01% |
160,233
+449
| +0.3% | +$25.4K |
|
1024
Associated Banc-Corp
ASB
$4.35B
| $9.05M | 0.01% |
482,735
+15,179
| +3% | +$285K |
|
1025
ArcBest
ARCB
$1.63B
| $9.04M | 0.01% |
422,723
+16,588
| +4% | +$355K |
|