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 | |
|---|---|---|---|---|---|---|
1026
Entegris
ENTG
$13.2B
| $9.04M | 0.01% |
681,117
-57,677
| -8% | -$765K |
|
1027
Olin
OLN
$3.02B
| $9.02M | 0.01% |
522,402
+279,924
| +115% | +$4.83M |
|
1028
American Eagle Outfitters
AEO
$3.18B
| $9.02M | 0.01% |
581,712
+13,380
| +2% | +$207K |
|
1029
NETGEAR
NTGR
$831M
| $9.01M | 0.01% |
214,899
+4,540
| +2% | +$190K |
|
1030
Sensient Technologies
SXT
$4.52B
| $8.95M | 0.01% |
142,424
+1,046
| +0.7% | +$65.7K |
|
1031
Woodward
WWD
$14.3B
| $8.92M | 0.01% |
179,560
+2,752
| +2% | +$137K |
|
1032
Innospec
IOSP
$2.05B
| $8.92M | 0.01% |
164,177
+6,875
| +4% | +$373K |
|
|
VSTO
1033
DELISTED
Vista Outdoor Inc.
VSTO
| $8.84M | 0.01% |
198,502
-347
| -0.2% | -$15.4K |
|
1034
World Kinect Corp
WKC
$1.41B
| $8.83M | 0.01% |
229,540
+2,849
| +1% | +$110K |
|
1035
Revvity
RVTY
$9.62B
| $8.82M | 0.01% |
164,623
+1,972
| +1% | +$106K |
|
1036
Rayonier
RYN
$4.05B
| $8.79M | 0.01% |
415,885
+5,665
| +1% | +$120K |
|
1037
Bank of Hawaii
BOH
$2.7B
| $8.78M | 0.01% |
139,611
+2,698
| +2% | +$170K |
|
1038
Mativ Holdings
MATV
$674M
| $8.78M | 0.01% |
209,048
+8,994
| +4% | +$378K |
|
|
NVRO
1039
DELISTED
NEVRO CORP.
NVRO
| $8.78M | 0.01% |
130,004
+6,093
| +5% | +$411K |
|
|
HRC
1040
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $8.77M | 0.01% |
182,369
+4,927
| +3% | +$237K |
|
1041
Comscore
SCOR
$34.1M
| $8.76M | 0.01% |
10,640
+187
| +2% | +$154K |
|
1042
MSC Industrial Direct
MSM
$5.09B
| $8.74M | 0.01% |
155,390
+6,744
| +5% | +$379K |
|
1043
Forward Air
FWRD
$904M
| $8.73M | 0.01% |
203,049
+1,664
| +0.8% | +$71.6K |
|
1044
Federated Hermes
FHI
$4.16B
| $8.72M | 0.01% |
304,320
+7,918
| +3% | +$227K |
|
1045
Leggett & Platt
LEG
$1.3B
| $8.71M | 0.01% |
207,278
-1,792
| -0.9% | -$75.3K |
|
|
SPLS
1046
DELISTED
Staples Inc
SPLS
| $8.71M | 0.01% |
919,777
+18,229
| +2% | +$173K |
|
1047
Universal Corp
UVV
$1.38B
| $8.7M | 0.01% |
155,080
+7,155
| +5% | +$401K |
|
1048
PVH
PVH
$3.9B
| $8.69M | 0.01% |
118,000
-1,877
| -2% | -$138K |
|
1049
Deluxe
DLX
$881M
| $8.69M | 0.01% |
159,291
+2,553
| +2% | +$139K |
|
1050
Integer Holdings
ITGR
$3.55B
| $8.69M | 0.01% |
181,507
+4,515
| +3% | +$216K |
|