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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PSB
1026
DELISTED
PS Business Parks, Inc.
PSB
| $14.7M | 0.01% |
88,900
-441
| -0.5% | -$72.7K |
|
1027
Fortune Brands Innovations
FBIN
$7.2B
| $14.6M | 0.01% |
261,518
-4,724
| -2% | -$264K |
|
1028
W.R. Berkley
WRB
$28B
| $14.6M | 0.01% |
473,877
-943,227
| -67% | -$29M |
|
1029
NBT Bancorp
NBTB
$2.26B
| $14.5M | 0.01% |
358,375
+911
| +0.3% | +$37K |
|
1030
Group 1 Automotive
GPI
$6.12B
| $14.5M | 0.01% |
145,147
-182
| -0.1% | -$18.2K |
|
|
KAMN
1031
DELISTED
Kaman Corp
KAMN
| $14.5M | 0.01% |
220,117
+266
| +0.1% | +$17.5K |
|
|
POLY
1032
DELISTED
Plantronics, Inc.
POLY
| $14.5M | 0.01% |
530,493
-62,225
| -10% | -$1.7M |
|
1033
8x8 Inc
EGHT
$290M
| $14.5M | 0.01% |
791,843
-2,123
| -0.3% | -$38.9K |
|
1034
Pinnacle West Capital
PNW
$10.6B
| $14.5M | 0.01% |
161,101
-28,283
| -15% | -$2.54M |
|
|
NGHC
1035
DELISTED
National General Holdings Corp
NGHC
| $14.5M | 0.01% |
654,715
-38,564
| -6% | -$852K |
|
1036
Choice Hotels
CHH
$5.23B
| $14.5M | 0.01% |
139,848
+135,086
| +2,837% | +$14M |
|
|
ADAM
1037
Adamas Trust, Inc. Common Stock
ADAM
$648M
| $14.4M | 0.01% |
578,962
+56,990
| +11% | +$1.42M |
|
1038
Henry Schein
HSIC
$8.39B
| $14.4M | 0.01% |
216,078
-10,245
| -5% | -$684K |
|
1039
Knowles
KN
$1.87B
| $14.4M | 0.01% |
679,861
+4,328
| +0.6% | +$91.5K |
|
|
CSII
1040
DELISTED
Cardiovascular Systems, Inc.
CSII
| $14.4M | 0.01% |
295,431
-15,992
| -5% | -$777K |
|
1041
Eventbrite
EB
$265M
| $14.4M | 0.01% |
711,560
+65,584
| +10% | +$1.32M |
|
1042
JB Hunt Transport Services
JBHT
$13.4B
| $14.3M | 0.01% |
122,816
-1,920
| -2% | -$224K |
|
1043
Global Net Lease
GNL
$1.83B
| $14.3M | 0.01% |
706,768
+40,403
| +6% | +$819K |
|
1044
Horace Mann Educators
HMN
$1.94B
| $14.3M | 0.01% |
327,609
+489
| +0.1% | +$21.3K |
|
1045
Textron
TXT
$14.5B
| $14.3M | 0.01% |
320,476
-18,610
| -5% | -$830K |
|
1046
Enviri
NVRI
$983M
| $14.3M | 0.01% |
621,051
-12,134
| -2% | -$279K |
|
1047
Acadia Healthcare
ACHC
$2.01B
| $14.3M | 0.01% |
429,977
+4,978
| +1% | +$165K |
|
|
RUTH
1048
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $14.3M | 0.01% |
654,703
-3,131
| -0.5% | -$68.1K |
|
1049
Onto Innovation
ONTO
$5.38B
| $14.2M | 0.01% |
389,224
+203,188
| +109% | +$7.42M |
|
|
DEA
1050
Easterly Government Properties
DEA
$1.06B
| $14.1M | 0.01% |
238,464
+13,764
| +6% | +$817K |
|