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 | |
|---|---|---|---|---|---|---|
1026
Kennametal
KMT
$1.58B
| $14.2M | 0.01% |
351,741
+3,485
| +1% | +$141K |
|
1027
Federal Realty Investment Trust
FRT
$8.77B
| $14.2M | 0.01% |
114,007
-4,371
| -4% | -$543K |
|
1028
Avient
AVNT
$3.31B
| $14.1M | 0.01% |
353,156
+329
| +0.1% | +$13.2K |
|
1029
Howmet Aerospace
HWM
$74.9B
| $14.1M | 0.01% |
740,334
-131,348
| -15% | -$2.51M |
|
|
BBU
1030
Brookfield Business Partners
BBU
$2.4B
| $14M | 0.01% |
733,196
-72,697
| -9% | -$1.38M |
|
1031
Hanesbrands
HBI
$2.2B
| $14M | 0.01% |
566,196
-11,308
| -2% | -$279K |
|
1032
LendingTree
TREE
$978M
| $13.9M | 0.01% |
57,007
+1,595
| +3% | +$390K |
|
1033
Forward Air
FWRD
$904M
| $13.9M | 0.01% |
243,151
+274
| +0.1% | +$15.7K |
|
1034
UMB Financial
UMBF
$9.16B
| $13.9M | 0.01% |
186,185
-1,213
| -0.6% | -$90.4K |
|
|
LNCE
1035
DELISTED
Snyders-Lance, Inc.
LNCE
| $13.8M | 0.01% |
362,616
+387
| +0.1% | +$14.8K |
|
|
LTXB
1036
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $13.8M | 0.01% |
346,219
+2,308
| +0.7% | +$92.1K |
|
1037
Texas Roadhouse
TXRH
$11.1B
| $13.8M | 0.01% |
281,130
+3,846
| +1% | +$189K |
|
|
SAFM
1038
DELISTED
Sanderson Farms Inc
SAFM
| $13.8M | 0.01% |
85,442
-70,296
| -45% | -$11.4M |
|
|
PF
1039
DELISTED
Pinnacle Foods, Inc.
PF
| $13.8M | 0.01% |
240,631
-35,798
| -13% | -$2.05M |
|
1040
Northwest Bancshares
NWBI
$1.83B
| $13.6M | 0.01% |
789,621
+2,264
| +0.3% | +$39.1K |
|
|
GOV
1041
DELISTED
Government Properties Income Trust
GOV
| $13.6M | 0.01% |
725,441
-5,071
| -0.7% | -$95.2K |
|
1042
JB Hunt Transport Services
JBHT
$13.4B
| $13.6M | 0.01% |
122,495
-4,363
| -3% | -$485K |
|
|
JBGS
1043
JBG SMITH
JBGS
$1.45B
| $13.6M | 0.01% |
+396,352
| New | +$13.6M |
|
1044
Globe Life
GL
$11.5B
| $13.5M | 0.01% |
169,073
-6,227
| -4% | -$499K |
|
1045
Qorvo
QRVO
$8.04B
| $13.5M | 0.01% |
191,523
-6,544
| -3% | -$463K |
|
1046
Western Union
WU
$2.71B
| $13.5M | 0.01% |
704,774
-93,127
| -12% | -$1.79M |
|
|
AKS
1047
DELISTED
AK Steel Holding Corp.
AKS
| $13.5M | 0.01% |
2,420,420
-33,502
| -1% | -$187K |
|
1048
CoreCivic
CXW
$2.26B
| $13.5M | 0.01% |
504,208
+2,820
| +0.6% | +$75.5K |
|
1049
Nasdaq
NDAQ
$53.9B
| $13.5M | 0.01% |
520,791
-2,454
| -0.5% | -$63.5K |
|
|
NTRI
1050
DELISTED
NutriSystem, Inc.
NTRI
| $13.4M | 0.01% |
240,061
-1,622
| -0.7% | -$90.7K |
|