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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Valmont Industries
VMI
$7.49B
| $15M | 0.01% |
99,563
+171
| +0.2% | +$25.8K |
|
1027
UMB Financial
UMBF
$9.24B
| $14.9M | 0.01% |
195,988
+4,660
| +2% | +$355K |
|
1028
ABM Industries
ABM
$2.8B
| $14.9M | 0.01% |
511,844
+9,408
| +2% | +$275K |
|
1029
Dave & Buster's
PLAY
$797M
| $14.9M | 0.01% |
313,347
-31,808
| -9% | -$1.51M |
|
|
JBGS
1030
JBG SMITH
JBGS
$1.45B
| $14.9M | 0.01% |
408,808
+5,003
| +1% | +$182K |
|
1031
LXP Industrial Trust
LXP
$2.73B
| $14.9M | 0.01% |
1,704,759
+21,867
| +1% | +$191K |
|
1032
Kaiser Aluminum
KALU
$1.23B
| $14.9M | 0.01% |
142,907
-947
| -0.7% | -$98.6K |
|
1033
Signet Jewelers
SIG
$3.74B
| $14.9M | 0.01% |
266,417
-1,069
| -0.4% | -$59.6K |
|
1034
Designer Brands
DBI
$212M
| $14.8M | 0.01% |
575,005
+10,695
| +2% | +$276K |
|
1035
Matador Resources
MTDR
$6B
| $14.8M | 0.01% |
493,996
+22,223
| +5% | +$668K |
|
1036
Innospec
IOSP
$2.06B
| $14.8M | 0.01% |
193,693
+3,385
| +2% | +$259K |
|
1037
Acadia Healthcare
ACHC
$2.01B
| $14.8M | 0.01% |
362,128
+5,970
| +2% | +$244K |
|
1038
LKQ Corp
LKQ
$8.39B
| $14.8M | 0.01% |
464,282
-312,013
| -40% | -$9.95M |
|
1039
ProAssurance
PRA
$1.22B
| $14.8M | 0.01% |
417,530
+3,475
| +0.8% | +$123K |
|
1040
Forward Air
FWRD
$908M
| $14.8M | 0.01% |
250,295
+3,023
| +1% | +$179K |
|
|
FLOW
1041
DELISTED
SPX FLOW, Inc.
FLOW
| $14.8M | 0.01% |
337,479
+5,831
| +2% | +$255K |
|
1042
International Flavors & Fragrances
IFF
$16.8B
| $14.8M | 0.01% |
118,999
-784
| -0.7% | -$97.2K |
|
1043
8x8 Inc
EGHT
$289M
| $14.7M | 0.01% |
734,868
+28,454
| +4% | +$571K |
|
1044
Matthews International
MATW
$767M
| $14.7M | 0.01% |
250,343
+2,803
| +1% | +$165K |
|
1045
Iron Mountain
IRM
$28.8B
| $14.6M | 0.01% |
418,271
-13,402
| -3% | -$469K |
|
|
SWN
1046
DELISTED
Southwestern Energy Company
SWN
| $14.6M | 0.01% |
2,760,659
+127,566
| +5% | +$676K |
|
1047
DaVita
DVA
$9.53B
| $14.6M | 0.01% |
210,312
-14,835
| -7% | -$1.03M |
|
|
UNIT
1048
Uniti Group
UNIT
$1.72B
| $14.6M | 0.01% |
729,017
+30,870
| +4% | +$618K |
|
1049
Cincinnati Financial
CINF
$24.5B
| $14.6M | 0.01% |
217,950
-6,506
| -3% | -$435K |
|
1050
Ambev
ABEV
$35.9B
| $14.5M | 0.01% |
3,141,711
+1,206,802
| +62% | +$5.59M |
|