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 | |
|---|---|---|---|---|---|---|
1051
WD-40
WDFC
$2.86B
| $8.68M | 0.01% |
87,986
+3,205
| +4% | +$316K |
|
|
PLKI
1052
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
| $8.68M | 0.01% |
148,291
-1,387
| -0.9% | -$81.1K |
|
1053
Wolfspeed
WOLF
$361M
| $8.66M | 0.01% |
324,804
+7,298
| +2% | +$195K |
|
1054
Avient
AVNT
$3.31B
| $8.63M | 0.01% |
271,698
-4,939
| -2% | -$157K |
|
1055
SLM Corp
SLM
$5.87B
| $8.62M | 0.01% |
1,322,062
+32,219
| +2% | +$210K |
|
|
PKY
1056
DELISTED
Parkway, Inc.
PKY
| $8.56M | 0.01% |
547,945
+24,123
| +5% | +$377K |
|
|
EXPR
1057
DELISTED
Express, Inc.
EXPR
| $8.55M | 0.01% |
24,748
+469
| +2% | +$162K |
|
1058
Genesco
GCO
$359M
| $8.53M | 0.01% |
150,055
-1,299
| -0.9% | -$73.8K |
|
1059
Exponent
EXPO
$3.55B
| $8.48M | 0.01% |
339,714
+12,702
| +4% | +$317K |
|
|
GPOR
1060
DELISTED
Gulfport Energy Corp.
GPOR
| $8.48M | 0.01% |
345,136
+9,553
| +3% | +$235K |
|
1061
TEGNA Inc
TGNA
$3.39B
| $8.46M | 0.01% |
517,961
-321,370
| -38% | -$5.25M |
|
1062
City Holding Co
CHCO
$1.83B
| $8.44M | 0.01% |
185,033
+2,130
| +1% | +$97.2K |
|
|
GAP
1063
The Gap, Inc.
GAP
$8.4B
| $8.43M | 0.01% |
341,089
+1,184
| +0.3% | +$29.2K |
|
1064
Select Medical
SEM
$1.55B
| $8.41M | 0.01% |
1,310,878
+30,958
| +2% | +$199K |
|
1065
La-Z-Boy
LZB
$1.39B
| $8.41M | 0.01% |
344,177
+24,921
| +8% | +$609K |
|
1066
Regal Rexnord
RRX
$9.22B
| $8.39M | 0.01% |
143,309
-186,562
| -57% | -$10.9M |
|
1067
Methode Electronics
MEI
$287M
| $8.36M | 0.01% |
262,762
+11,387
| +5% | +$362K |
|
1068
Thor Industries
THO
$5.54B
| $8.36M | 0.01% |
148,937
+4,443
| +3% | +$249K |
|
1069
Ciena
CIEN
$18.5B
| $8.35M | 0.01% |
403,757
+16,563
| +4% | +$343K |
|
1070
Apogee Enterprises
APOG
$906M
| $8.35M | 0.01% |
191,866
+7,521
| +4% | +$327K |
|
1071
Zions Bancorporation
ZION
$8.63B
| $8.29M | 0.01% |
303,797
+4,584
| +2% | +$125K |
|
|
GK
1072
DELISTED
G&K Services Inc
GK
| $8.29M | 0.01% |
131,765
+2,778
| +2% | +$175K |
|
|
ESND
1073
DELISTED
Essendant Inc.
ESND
| $8.29M | 0.01% |
254,873
+7,127
| +3% | +$232K |
|
1074
Molina Healthcare
MOH
$9.84B
| $8.26M | 0.01% |
137,384
+3,610
| +3% | +$217K |
|
1075
Meritage Homes
MTH
$5.62B
| $8.25M | 0.01% |
485,608
+21,430
| +5% | +$364K |
|